Casdin Capital, LLC
CIK: 0001534261SEC EDGAR →
Portfolio Value
$1.6B
Holdings
38
As of
Q4 2025
New Positions
5
Closed Positions
6
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | GENEDX HOLDINGS CORP | 3,007,164 | $391.1M | 24.29% |
| 2 | REVOLUTION MEDICINES INC | 2,577,333 | $205.3M | 12.75% |
| 3 | BIOLIFE SOLUTIONS INC | 5,957,165 | $144.0M | 8.95% |
| 4 | STANDARD BIOTOOLS INC | 88,783,856 | $113.6M | 7.06% |
| 5 | RELAY THERAPEUTICS INC | 13,003,574 | $110.0M | 6.83% |
| 6 | STRUCTURE THERAPEUTICS INC | 1,175,000 | $81.7M | 5.08% |
| 7 | ILLUMINA INC | 600,000 | $78.7M | 4.89% |
| 8 | AVIDITY BIOSCIENCES INC | 1,000,000 | $72.1M | 4.48% |
| 9 | BEAM THERAPEUTICS INC | 1,600,000 | $44.4M | 2.75% |
| 10 | GUARDANT HEALTH INC | 380,000 | $38.8M | 2.41% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Healthcare | 36 | $1.5B | 92.2% |
| Unknown | 2 | $125.3M | 7.8% |