Casdin Capital, LLC Q1 2024 Filing
Filed May 15, 2024
Portfolio Value
$1.3T
Holdings
36
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (36 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | RVMDREVOLUTION MEDICINES INC | 5,617,599 | $181.1B | 13.46% | |
| 2 | FLBSTANDARD BIOTOOLS INC | 61,907,605 | $167.8B | 12.47% | |
| 3 | BLFSBIOLIFE SOLUTIONS INC | 8,707,165 | $161.5B | 12.01% | |
| 4 | SRPTSAREPTA THERAPEUTICS INC | 1,069,000 | $138.4B | 10.29% | |
| 5 | RLAYRELAY THERAPEUTICS INC | 7,423,574 | $61.6B | 4.58% | |
| 6 | ALNYALNYLAM PHARMACEUTICALS INC | 358,000 | $53.5B | 3.98% | |
| 7 | RNAAVIDITY BIOSCIENCES INC | 2,084,841 | $53.2B | 3.96% | |
| 8 | NTLAINTELLIA THERAPEUTICS INC | 1,925,000 | $53.0B | 3.94% | Call |
| 9 | GPCRSTRUCTURE THERAPEUTICS INC | 1,116,867 | $47.9B | 3.56% | |
| 10 | EXASEXACT SCIENCES CORP | 650,000 | $44.9B | 3.34% | |
| 11 | VERVVERVE THERAPEUTICS INC | 3,059,094 | $40.6B | 3.02% | |
| 12 | TNYATENAYA THERAPEUTICS INC | 6,732,971 | $35.2B | 2.62% | |
| 13 | ILMNILLUMINA INC | 248,000 | $34.1B | 2.53% | |
| 14 | 2L9BLUEPRINT MEDICINES CORP | 326,378 | $31.0B | 2.30% | |
| 15 | WGSGENEDX HOLDINGS CORP | 3,136,411 | $28.6B | 2.13% | |
| 16 | NGNENEUROGENE INC | 524,616 | $26.7B | 1.99% | |
| 17 | DNLIDENALI THERAPEUTICS INC | 1,300,000 | $26.7B | 1.98% | |
| 18 | FDMT4D MOLECULAR THERAPEUTICS IN | 800,000 | $25.5B | 1.89% | |
| 19 | BEAMBEAM THERAPEUTICS INC | 675,000 | $22.3B | 1.66% | |
| 20 | VCYTVERACYTE INC | 857,904 | $19.0B | 1.41% | |
| 21 | PLRXPLIANT THERAPEUTICS INC | 1,000,000 | $14.9B | 1.11% | |
| 22 | IPSCCENTURY THERAPEUTICS INC | 3,206,380 | $13.4B | 1.00% | |
| 23 | TSVT*2SEVENTY BIO INC | 2,000,000 | $10.7B | 0.80% | |
| 24 | ABCLABCELLERA BIOLOGICS INC | 2,360,129 | $10.7B | 0.79% | |
| 25 | TNGXTANGO THERAPEUTICS INC | 1,188,349 | $9.4B | 0.70% | |
| 26 | CDXSCODEXIS INC | 2,000,000 | $7.0B | 0.52% | |
| 27 | ABSIABSCI CORPORATION | 973,260 | $5.5B | 0.41% | |
| 28 | PACBPACIFIC BIOSCIENCES CALIF IN | 1,035,859 | $3.9B | 0.29% | |
| 29 | KYTXKYVERNA THERAPEUTICS INC | 150,000 | $3.7B | 0.28% | |
| 30 | GLUEMONTE ROSA THERAPEUTICS INC | 510,882 | $3.6B | 0.27% | |
| 31 | SNDXSYNDAX PHARMACEUTICALS INC | 150,000 | $3.6B | 0.27% | |
| 32 | PRMEPRIME MEDICINE INC | 367,175 | $2.6B | 0.19% | |
| 33 | DNAGINKGO BIOWORKS HOLDINGS INC | 1,459,747 | $1.7B | 0.13% | |
| 34 | EXAIEUREXSCIENTIA PLC | 213,900 | $1.2B | 0.09% | |
| 35 | —SINGULAR GENOMICS SYSTEMS IN | 1,323,885 | $680.7M | 0.05% | |
| 36 | KRON1USDKRONOS BIO INC | 123,839 | $161.0M | 0.01% |