Casdin Capital as of March 31, 2025
Portfolio Holdings for Casdin Capital
Casdin Capital holds 44 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Genedx Holdings Corp Com Cl A (WGS) | 25.4 | $311M | 3.5M | 88.56 | |
| Biolife Solutions Com New (BLFS) | 16.3 | $199M | 8.7M | 22.84 | |
| Revolution Medicines (RVMD) | 10.7 | $131M | 3.7M | 35.36 | |
| D Fluidigm Corp Del (LAB) | 6.7 | $82M | 76M | 1.08 | |
| Avidity Biosciences Ord (RNA) | 4.9 | $60M | 2.0M | 29.52 | |
| Sarepta Therapeutics (SRPT) | 4.7 | $58M | 901k | 63.82 | |
| Illumina (ILMN) | 3.9 | $47M | 595k | 79.34 | |
| Alnylam Pharmaceuticals (ALNY) | 2.6 | $32M | 120k | 270.02 | |
| Blueprint Medicines (BPMC) | 2.4 | $29M | 326k | 88.51 | |
| Beam Therapeutics (BEAM) | 2.3 | $28M | 1.4M | 19.53 | |
| Relay Therapeutics (RLAY) | 1.9 | $24M | 9.1M | 2.62 | |
| Codexis (CDXS) | 1.8 | $22M | 8.1M | 2.69 | |
| Verve Therapeutics (VERV) | 1.5 | $18M | 4.0M | 4.57 | |
| EXACT Sciences Corporation (EXAS) | 1.4 | $18M | 405k | 43.29 | |
| Neurogene (NGNE) | 1.2 | $15M | 1.3M | 11.71 | |
| Intellia Therapeutics (NTLA) | 1.2 | $14M | 2.0M | 7.11 | |
| Denali Therapeutics (DNLI) | 1.1 | $14M | 990k | 13.60 | |
| Structure Therapeutics Sponsored Ads (GPCR) | 1.0 | $12M | 700k | 17.31 | |
| Beigene Sponsored Ads (ONC) | 0.9 | $11M | 40k | 272.17 | |
| Guardant Health (GH) | 0.9 | $11M | 250k | 42.60 | |
| Maze Therapeatics (MAZE) | 0.9 | $10M | 946k | 11.01 | |
| 2seventy Bio Common Stock | 0.8 | $9.9M | 2.0M | 4.94 | |
| Veracyte (VCYT) | 0.7 | $8.2M | 276k | 29.65 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.7 | $8.1M | 100k | 80.71 | |
| Syndax Pharmaceuticals (SNDX) | 0.6 | $7.8M | 635k | 12.29 | |
| Agios Pharmaceuticals (AGIO) | 0.6 | $7.3M | 250k | 29.30 | |
| Moderna (MRNA) | 0.5 | $6.4M | 225k | 28.35 | |
| Hims & Hers Health Com Cl A (HIMS) | 0.5 | $5.9M | 200k | 29.55 | |
| Tenaya Therapeutics (TNYA) | 0.3 | $3.8M | 6.7M | 0.57 | |
| Verastem Com New (VSTM) | 0.3 | $3.6M | 600k | 6.03 | |
| Septerna (SEPN) | 0.3 | $3.2M | 553k | 5.79 | |
| Solid Biosciences Com New (SLDB) | 0.2 | $2.9M | 775k | 3.70 | |
| Absci Corp (ABSI) | 0.2 | $2.4M | 973k | 2.51 | |
| Teladoc (TDOC) | 0.2 | $2.4M | 300k | 7.96 | |
| Century Therapeutics (IPSC) | 0.1 | $1.5M | 3.2M | 0.48 | |
| Dyne Therapeutics (DYN) | 0.1 | $1.0M | 100k | 10.46 | |
| Contineum Therapeutics Cl A (CTNM) | 0.1 | $1.0M | 148k | 6.98 | |
| Recursion Pharmaceuticals In Cl A (RXRX) | 0.1 | $875k | 165k | 5.29 | |
| Pacific Biosciences of California (PACB) | 0.1 | $854k | 724k | 1.18 | |
| Prime Medicine (PRME) | 0.1 | $731k | 367k | 1.99 | |
| Monte Rosa Therapeutics (GLUE) | 0.0 | $399k | 86k | 4.64 | |
| Ginkgo Bioworks Holdings Cl A New (DNA) | 0.0 | $208k | 37k | 5.70 | |
| Tango Therapeutics (TNGX) | 0.0 | $171k | 125k | 1.37 | |
| Kronos Bio | 0.0 | $102k | 124k | 0.82 |
