Casdin Capital, LLC Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$1.5T
Holdings
38
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (38 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | WGSGENEDX HOLDINGS CORP | 3,507,164 | $269.6B | 17.94% | |
| 2 | BLFSBIOLIFE SOLUTIONS INC | 8,707,165 | $226.0B | 15.04% | |
| 3 | RVMDREVOLUTION MEDICINES INC | 3,699,283 | $161.8B | 10.77% | |
| 4 | SRPTSAREPTA THERAPEUTICS INC | 1,073,500 | $130.5B | 8.69% | |
| 5 | FLBSTANDARD BIOTOOLS INC | 71,254,677 | $124.7B | 8.30% | |
| 6 | ILMNILLUMINA INC | 750,000 | $100.2B | 6.67% | |
| 7 | RNAAVIDITY BIOSCIENCES INC | 2,045,000 | $59.5B | 3.96% | |
| 8 | CDXSCODEXIS INC | 8,100,000 | $38.6B | 2.57% | |
| 9 | RLAYRELAY THERAPEUTICS INC | 8,948,574 | $36.9B | 2.45% | |
| 10 | EXASEXACT SCIENCES CORP | 650,000 | $36.5B | 2.43% | |
| 11 | ALNYALNYLAM PHARMACEUTICALS INC | 140,000 | $32.9B | 2.19% | |
| 12 | BEAMBEAM THERAPEUTICS INC | 1,250,000 | $31.0B | 2.06% | |
| 13 | NGNENEUROGENE INC | 1,295,361 | $29.6B | 1.97% | |
| 14 | 2L9BLUEPRINT MEDICINES CORP | 326,378 | $28.5B | 1.89% | |
| 15 | NTLAINTELLIA THERAPEUTICS INC | 2,000,000 | $23.3B | 1.55% | |
| 16 | VERVVERVE THERAPEUTICS INC | 3,995,571 | $22.5B | 1.50% | |
| 17 | DNLIDENALI THERAPEUTICS INC | 990,000 | $20.2B | 1.34% | |
| 18 | GPCRSTRUCTURE THERAPEUTICS INC | 700,000 | $19.0B | 1.26% | |
| 19 | MRNAMODERNA INC | 350,000 | $14.6B | 0.97% | Call |
| 20 | SEPNSEPTERNA INC | 553,268 | $12.7B | 0.84% | |
| 21 | VCYTVERACYTE INC | 276,308 | $10.9B | 0.73% | |
| 22 | GHGUARDANT HEALTH INC | 350,000 | $10.7B | 0.71% | |
| 23 | TNYATENAYA THERAPEUTICS INC | 6,732,971 | $9.6B | 0.64% | |
| 24 | AGIOAGIOS PHARMACEUTICALS INC | 250,000 | $8.2B | 0.55% | |
| 25 | FDMT4D MOLECULAR THERAPEUTICS IN | 1,150,000 | $6.4B | 0.43% | |
| 26 | SNDXSYNDAX PHARMACEUTICALS INC | 475,000 | $6.3B | 0.42% | |
| 27 | TSVT*2SEVENTY BIO INC | 2,000,000 | $5.9B | 0.39% | |
| 28 | IPSCCENTURY THERAPEUTICS INC | 5,190,506 | $5.2B | 0.35% | |
| 29 | FTREFORTREA HLDGS INC | 275,000 | $5.1B | 0.34% | |
| 30 | CTNMCONTINEUM THERAPEUTICS INC | 296,666 | $4.3B | 0.29% | |
| 31 | TNGXTANGO THERAPEUTICS INC | 1,188,349 | $3.7B | 0.24% | |
| 32 | ABSIABSCI CORPORATION | 973,260 | $2.5B | 0.17% | |
| 33 | PACBPACIFIC BIOSCIENCES CALIF IN | 1,035,859 | $1.9B | 0.13% | |
| 34 | RXRXRECURSION PHARMACEUTICALS IN | 165,323 | $1.1B | 0.07% | |
| 35 | PRMEPRIME MEDICINE INC | 367,175 | $1.1B | 0.07% | |
| 36 | GLUEMONTE ROSA THERAPEUTICS INC | 86,014 | $596.9M | 0.04% | |
| 37 | DNAGINKGO BIOWORKS HOLDINGS INC | 36,493 | $358.4M | 0.02% | |
| 38 | KRON1USDKRONOS BIO INC | 123,839 | $117.6M | 0.01% |