Casdin Capital, LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$1.1T
Holdings
33
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (33 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | WGSGENEDX HOLDINGS CORP | 3,507,164 | $323.7B | 29.48% | |
| 2 | BLFSBIOLIFE SOLUTIONS INC | 7,707,165 | $166.0B | 15.12% | |
| 3 | RVMDREVOLUTION MEDICINES INC | 2,887,933 | $106.2B | 9.68% | |
| 4 | FLBSTANDARD BIOTOOLS INC | 76,075,636 | $91.3B | 8.31% | |
| 5 | ILMNILLUMINA INC | 645,000 | $61.5B | 5.60% | |
| 6 | RNAAVIDITY BIOSCIENCES INC | 1,775,000 | $50.4B | 4.59% | |
| 7 | VERVVERVE THERAPEUTICS INC | 4,095,571 | $46.0B | 4.19% | |
| 8 | RLAYRELAY THERAPEUTICS INC | 11,398,574 | $39.4B | 3.59% | |
| 9 | ALNYALNYLAM PHARMACEUTICALS INC | 81,500 | $26.6B | 2.42% | |
| 10 | GPCRSTRUCTURE THERAPEUTICS INC | 1,225,000 | $25.4B | 2.31% | |
| 11 | BEAMBEAM THERAPEUTICS INC | 1,450,000 | $24.7B | 2.25% | |
| 12 | NGNENEUROGENE INC | 1,295,361 | $19.4B | 1.76% | |
| 13 | CDXSCODEXIS INC | 7,200,000 | $17.6B | 1.60% | |
| 14 | SRPTSAREPTA THERAPEUTICS INC | 990,097 | $16.9B | 1.54% | |
| 15 | DNLIDENALI THERAPEUTICS INC | 890,000 | $12.5B | 1.13% | |
| 16 | HIMSHIMS & HERS HEALTH INC | 230,000 | $11.5B | 1.04% | |
| 17 | MAZEMAZE THERAPEUTICS INC | 758,857 | $9.3B | 0.85% | |
| 18 | VCYTVERACYTE INC | 276,308 | $7.5B | 0.68% | |
| 19 | LLYELI LILLY & CO | 8,500 | $6.6B | 0.60% | |
| 20 | SNDXSYNDAX PHARMACEUTICALS INC | 650,000 | $6.1B | 0.55% | |
| 21 | SEPNSEPTERNA INC | 553,268 | $5.8B | 0.53% | |
| 22 | GHGUARDANT HEALTH INC | 100,000 | $5.2B | 0.47% | |
| 23 | EXASEXACT SCIENCES CORP | 90,000 | $4.8B | 0.44% | |
| 24 | PRMEPRIME MEDICINE INC | 1,567,175 | $3.9B | 0.35% | |
| 25 | AGIOAGIOS PHARMACEUTICALS INC | 100,000 | $3.3B | 0.30% | |
| 26 | ABSIABSCI CORPORATION | 973,260 | $2.5B | 0.23% | |
| 27 | PACBPACIFIC BIOSCIENCES CALIF IN | 723,767 | $897.5M | 0.08% | |
| 28 | RXRXRECURSION PHARMACEUTICALS IN | 165,323 | $836.5M | 0.08% | |
| 29 | IPSCCENTURY THERAPEUTICS INC | 1,228,190 | $686.2M | 0.06% | |
| 30 | CTNMCONTINEUM THERAPEUTICS INC | 148,333 | $588.9M | 0.05% | |
| 31 | DNAGINKGO BIOWORKS HOLDINGS INC | 36,493 | $410.5M | 0.04% | |
| 32 | GLUEMONTE ROSA THERAPEUTICS INC | 86,014 | $387.9M | 0.04% | |
| 33 | TNYATENAYA THERAPEUTICS INC | 361,969 | $221.2M | 0.02% |