Casdin Capital, LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$1.2T
Holdings
44
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (44 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | WGSGENEDX HOLDINGS CORP | 3,507,164 | $310.6B | 25.38% | |
| 2 | BLFSBIOLIFE SOLUTIONS INC | 8,707,165 | $198.9B | 16.25% | |
| 3 | RVMDREVOLUTION MEDICINES INC | 3,697,933 | $130.8B | 10.68% | |
| 4 | FLBSTANDARD BIOTOOLS INC | 76,075,636 | $82.2B | 6.71% | |
| 5 | RNAAVIDITY BIOSCIENCES INC | 2,045,000 | $60.4B | 4.93% | |
| 6 | SRPTSAREPTA THERAPEUTICS INC | 900,783 | $57.5B | 4.70% | |
| 7 | ILMNILLUMINA INC | 595,000 | $47.2B | 3.86% | |
| 8 | ALNYALNYLAM PHARMACEUTICALS INC | 120,000 | $32.4B | 2.65% | |
| 9 | 2L9BLUEPRINT MEDICINES CORP | 326,378 | $28.9B | 2.36% | |
| 10 | BEAMBEAM THERAPEUTICS INC | 1,425,562 | $27.8B | 2.27% | |
| 11 | RLAYRELAY THERAPEUTICS INC | 9,098,574 | $23.8B | 1.95% | |
| 12 | CDXSCODEXIS INC | 8,100,000 | $21.8B | 1.78% | |
| 13 | VERVVERVE THERAPEUTICS INC | 3,995,571 | $18.3B | 1.49% | |
| 14 | EXASEXACT SCIENCES CORP | 405,000 | $17.5B | 1.43% | |
| 15 | NGNENEUROGENE INC | 1,295,361 | $15.2B | 1.24% | |
| 16 | NTLAINTELLIA THERAPEUTICS INC | 2,000,000 | $14.2B | 1.16% | |
| 17 | DNLIDENALI THERAPEUTICS INC | 990,000 | $13.5B | 1.10% | |
| 18 | GPCRSTRUCTURE THERAPEUTICS INC | 700,000 | $12.1B | 0.99% | |
| 19 | ONCBEIGENE LTD | 40,000 | $10.9B | 0.89% | |
| 20 | GHGUARDANT HEALTH INC | 250,000 | $10.7B | 0.87% | |
| 21 | MAZEMAZE THERAPEUTICS INC | 946,357 | $10.4B | 0.85% | |
| 22 | TSVT*2SEVENTY BIO INC | 2,000,000 | $9.9B | 0.81% | |
| 23 | VCYTVERACYTE INC | 276,308 | $8.2B | 0.67% | |
| 24 | GEHCGE HEALTHCARE TECHNOLOGIES I | 100,000 | $8.1B | 0.66% | |
| 25 | SNDXSYNDAX PHARMACEUTICALS INC | 635,000 | $7.8B | 0.64% | |
| 26 | AGIOAGIOS PHARMACEUTICALS INC | 250,000 | $7.3B | 0.60% | |
| 27 | MRNAMODERNA INC | 225,000 | $6.4B | 0.52% | |
| 28 | HIMSHIMS & HERS HEALTH INC | 200,000 | $5.9B | 0.48% | |
| 29 | TNYATENAYA THERAPEUTICS INC | 6,732,971 | $3.8B | 0.31% | |
| 30 | VSTMVERASTEM INC | 600,000 | $3.6B | 0.30% | |
| 31 | SEPNSEPTERNA INC | 553,268 | $3.2B | 0.26% | |
| 32 | SLDBSOLID BIOSCIENCES INC | 775,000 | $2.9B | 0.23% | |
| 33 | ABSIABSCI CORPORATION | 973,260 | $2.4B | 0.20% | |
| 34 | TDOCTELADOC HEALTH INC | 300,000 | $2.4B | 0.20% | |
| 35 | IPSCCENTURY THERAPEUTICS INC | 3,212,316 | $1.5B | 0.12% | |
| 36 | DYNDYNE THERAPEUTICS INC | 100,000 | $1.0B | 0.09% | |
| 37 | CTNMCONTINEUM THERAPEUTICS INC | 148,333 | $1.0B | 0.08% | |
| 38 | RXRXRECURSION PHARMACEUTICALS IN | 165,323 | $874.6M | 0.07% | |
| 39 | PACBPACIFIC BIOSCIENCES CALIF IN | 723,767 | $854.0M | 0.07% | |
| 40 | PRMEPRIME MEDICINE INC | 367,175 | $730.7M | 0.06% | |
| 41 | GLUEMONTE ROSA THERAPEUTICS INC | 86,014 | $399.1M | 0.03% | |
| 42 | DNAGINKGO BIOWORKS HOLDINGS INC | 36,493 | $208.0M | 0.02% | |
| 43 | TNGXTANGO THERAPEUTICS INC | 125,000 | $171.3M | 0.01% | |
| 44 | KRON1USDKRONOS BIO INC | 123,839 | $102.2M | 0.01% |