Casdin Capital as of June 30, 2025
Portfolio Holdings for Casdin Capital
Casdin Capital holds 33 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Genedx Holdings Corp Com Cl A (WGS) | 29.5 | $324M | 3.5M | 92.31 | |
| Biolife Solutions Com New (BLFS) | 15.1 | $166M | 7.7M | 21.54 | |
| Revolution Medicines (RVMD) | 9.7 | $106M | 2.9M | 36.79 | |
| D Fluidigm Corp Del (LAB) | 8.3 | $91M | 76M | 1.20 | |
| Illumina (ILMN) | 5.6 | $62M | 645k | 95.41 | |
| Avidity Biosciences Ord (RNA) | 4.6 | $50M | 1.8M | 28.40 | |
| Verve Therapeutics (VERV) | 4.2 | $46M | 4.1M | 11.23 | |
| Relay Therapeutics (RLAY) | 3.6 | $39M | 11M | 3.46 | |
| Alnylam Pharmaceuticals (ALNY) | 2.4 | $27M | 82k | 326.09 | |
| Structure Therapeutics Sponsored Ads (GPCR) | 2.3 | $25M | 1.2M | 20.74 | |
| Beam Therapeutics (BEAM) | 2.2 | $25M | 1.5M | 17.01 | |
| Neurogene (NGNE) | 1.8 | $19M | 1.3M | 14.95 | |
| Codexis (CDXS) | 1.6 | $18M | 7.2M | 2.44 | |
| Sarepta Therapeutics (SRPT) | 1.5 | $17M | 990k | 17.10 | |
| Denali Therapeutics (DNLI) | 1.1 | $13M | 890k | 13.99 | |
| Hims & Hers Health Com Cl A (HIMS) | 1.0 | $12M | 230k | 49.85 | |
| Maze Therapeatics (MAZE) | 0.8 | $9.3M | 759k | 12.27 | |
| Veracyte (VCYT) | 0.7 | $7.5M | 276k | 27.03 | |
| Eli Lilly & Co. (LLY) | 0.6 | $6.6M | 8.5k | 779.53 | |
| Syndax Pharmaceuticals (SNDX) | 0.6 | $6.1M | 650k | 9.36 | |
| Septerna (SEPN) | 0.5 | $5.8M | 553k | 10.57 | |
| Guardant Health (GH) | 0.5 | $5.2M | 100k | 52.04 | |
| EXACT Sciences Corporation (EXAS) | 0.4 | $4.8M | 90k | 53.14 | |
| Prime Medicine (PRME) | 0.4 | $3.9M | 1.6M | 2.47 | |
| Agios Pharmaceuticals (AGIO) | 0.3 | $3.3M | 100k | 33.26 | |
| Absci Corp (ABSI) | 0.2 | $2.5M | 973k | 2.57 | |
| Pacific Biosciences of California (PACB) | 0.1 | $898k | 724k | 1.24 | |
| Recursion Pharmaceuticals In Cl A (RXRX) | 0.1 | $837k | 165k | 5.06 | |
| Century Therapeutics (IPSC) | 0.1 | $686k | 1.2M | 0.56 | |
| Contineum Therapeutics Cl A (CTNM) | 0.1 | $589k | 148k | 3.97 | |
| Ginkgo Bioworks Holdings Cl A New (DNA) | 0.0 | $411k | 37k | 11.25 | |
| Monte Rosa Therapeutics (GLUE) | 0.0 | $388k | 86k | 4.51 | |
| Tenaya Therapeutics (TNYA) | 0.0 | $221k | 362k | 0.61 |
