Casdin Capital as of Sept. 30, 2025
Portfolio Holdings for Casdin Capital
Casdin Capital holds 32 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Genedx Holdings Corp Com Cl A (WGS) | 27.0 | $324M | 3.0M | 107.74 | |
| Biolife Solutions Com New (BLFS) | 14.3 | $171M | 6.7M | 25.51 | |
| Revolution Medicines (RVMD) | 10.3 | $124M | 2.6M | 46.70 | |
| D Fluidigm Corp Del (LAB) | 8.4 | $101M | 78M | 1.30 | |
| Avidity Biosciences Ord (RNA) | 6.5 | $78M | 1.8M | 43.57 | |
| Relay Therapeutics (RLAY) | 4.9 | $59M | 11M | 5.22 | |
| Illumina (ILMN) | 4.2 | $50M | 525k | 94.97 | |
| Structure Therapeutics Sponsored Ads (GPCR) | 3.6 | $44M | 1.6M | 28.00 | |
| Beam Therapeutics (BEAM) | 3.2 | $39M | 1.6M | 24.27 | |
| Alnylam Pharmaceuticals (ALNY) | 2.1 | $25M | 55k | 456.00 | |
| Tempus Ai Cl A (TEM) | 2.0 | $24M | 294k | 80.71 | |
| Neurogene (NGNE) | 1.9 | $22M | 1.3M | 17.33 | |
| Maze Therapeatics (MAZE) | 1.6 | $20M | 759k | 25.93 | |
| Prime Medicine (PRME) | 1.5 | $18M | 3.2M | 5.54 | |
| Silverback Therapeutics (SPRY) | 1.3 | $16M | 1.6M | 10.05 | |
| Hims & Hers Health Com Cl A (HIMS) | 1.1 | $13M | 230k | 56.72 | |
| Denali Therapeutics (DNLI) | 1.1 | $13M | 890k | 14.52 | |
| Septerna (SEPN) | 0.9 | $10M | 553k | 18.81 | |
| Veracyte (VCYT) | 0.8 | $9.5M | 276k | 34.33 | |
| UnitedHealth (UNH) | 0.7 | $8.6M | 25k | 345.30 | |
| Incyte Corporation (INCY) | 0.7 | $8.5M | 100k | 84.81 | |
| Guardant Health (GH) | 0.5 | $6.2M | 100k | 62.48 | |
| EXACT Sciences Corporation (EXAS) | 0.4 | $4.9M | 90k | 54.71 | |
| Bridgebio Oncology Therapeut Com New | 0.3 | $3.3M | 282k | 11.58 | |
| Absci Corp (ABSI) | 0.2 | $3.0M | 973k | 3.04 | |
| Contineum Therapeutics Cl A (CTNM) | 0.1 | $1.7M | 148k | 11.75 | |
| Pacific Biosciences of California (PACB) | 0.1 | $926k | 724k | 1.28 | |
| Recursion Pharmaceuticals In Cl A (RXRX) | 0.1 | $807k | 165k | 4.88 | |
| Monte Rosa Therapeutics (GLUE) | 0.1 | $637k | 86k | 7.41 | |
| Century Therapeutics (IPSC) | 0.1 | $612k | 1.2M | 0.50 | |
| Tenaya Therapeutics (TNYA) | 0.0 | $586k | 362k | 1.62 | |
| Ginkgo Bioworks Holdings Cl A New (DNA) | 0.0 | $532k | 37k | 14.58 |
