Casdin Capital as of Dec. 31, 2025
Portfolio Holdings for Casdin Capital
Casdin Capital holds 38 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Genedx Holdings Corp Com Cl A (WGS) | 24.3 | $391M | 3.0M | 130.06 | |
| Revolution Medicines (RVMD) | 12.8 | $205M | 2.6M | 79.65 | |
| Biolife Solutions Com New (BLFS) | 8.9 | $144M | 6.0M | 24.18 | |
| D Fluidigm Corp Del (LAB) | 7.1 | $114M | 89M | 1.28 | |
| Relay Therapeutics (RLAY) | 6.8 | $110M | 13M | 8.46 | |
| Structure Therapeutics Sponsored Ads (GPCR) | 5.1 | $82M | 1.2M | 69.55 | |
| Illumina (ILMN) | 4.9 | $79M | 600k | 131.16 | |
| Avidity Biosciences Ord (RNA) | 4.5 | $72M | 1.0M | 72.13 | |
| Beam Therapeutics (BEAM) | 2.8 | $44M | 1.6M | 27.72 | |
| Guardant Health (GH) | 2.4 | $39M | 380k | 102.14 | |
| Maze Therapeatics (MAZE) | 2.0 | $31M | 759k | 41.43 | |
| Denali Therapeutics (DNLI) | 1.9 | $30M | 1.8M | 16.51 | |
| Alnylam Pharmaceuticals (ALNY) | 1.9 | $30M | 75k | 397.65 | |
| Neurogene (NGNE) | 1.7 | $27M | 1.3M | 20.60 | |
| 10x Genomics Cl A Com (TXG) | 1.4 | $23M | 1.4M | 16.31 | |
| Silverback Therapeutics (SPRY) | 1.2 | $19M | 1.6M | 11.65 | |
| Tempus Ai Cl A (TEM) | 1.1 | $17M | 294k | 59.05 | |
| UnitedHealth (UNH) | 1.0 | $17M | 50k | 330.11 | |
| Septerna (SEPN) | 1.0 | $15M | 553k | 27.88 | |
| Hims & Hers Health Com Cl A (HIMS) | 0.8 | $13M | 385k | 32.47 | |
| Veracyte (VCYT) | 0.7 | $12M | 276k | 42.10 | |
| Dex (DXCM) | 0.7 | $12M | 175k | 66.37 | |
| Scholar Rock Hldg Corp (SRRK) | 0.7 | $12M | 260k | 44.05 | |
| Cigna Corp (CI) | 0.7 | $11M | 40k | 275.23 | |
| Prime Medicine (PRME) | 0.7 | $11M | 3.2M | 3.47 | |
| Incyte Corporation (INCY) | 0.6 | $9.9M | 100k | 98.77 | |
| Quest Diagnostics Incorporated (DGX) | 0.5 | $8.7M | 50k | 173.53 | |
| Taysha Gene Therapies Com Shs (TSHA) | 0.5 | $8.3M | 1.5M | 5.50 | |
| Pacific Biosciences of California (PACB) | 0.5 | $7.9M | 4.2M | 1.87 | |
| Legend Biotech Corp Sponsored Ads (LEGN) | 0.3 | $4.7M | 215k | 21.74 | |
| Bridgebio Oncology Therapeut Com New (BBOT) | 0.2 | $3.5M | 282k | 12.52 | |
| Absci Corp (ABSI) | 0.2 | $3.4M | 973k | 3.49 | |
| Contineum Therapeutics Cl A (CTNM) | 0.1 | $1.7M | 148k | 11.43 | |
| Monte Rosa Therapeutics (GLUE) | 0.1 | $1.3M | 86k | 15.68 | |
| Century Therapeutics (IPSC) | 0.1 | $1.2M | 1.2M | 0.99 | |
| Recursion Pharmaceuticals In Cl A (RXRX) | 0.0 | $676k | 165k | 4.09 | |
| Ginkgo Bioworks Holdings Cl A New (DNA) | 0.0 | $303k | 37k | 8.31 | |
| Tenaya Therapeutics (TNYA) | 0.0 | $258k | 362k | 0.71 |
