Q3 2025 · 13F-HR
Casdin Capital, LLCholdings as filed
Filed 2025-11-14 · accession 0000919574-25-007006
$1.20B
Reported value
32
Positions
2025-09-30
Period end
The Brief · Casdin Capital, LLC · Q3 2025
AI · grounded in 13F
Casdin Capital, LLC established a new position in GENEDX HOLDINGS CORP WGS valued at $323.99M. The fund also initiated new stakes in BIOLIFE SOLUTIONS INC BLFS for $171.1M and REVOLUTION MEDICINES INC RVMD for $123.63M. Additional new positions include STANDARD BIOTOOLS INC LAB and AVIDITY BIOSCIENCES INC RNAGBP.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 81663L200 | WGS | GENEDX HOLDINGS CORP | $324.0M | 27.0% | 3,007,164 | Common | SOLE |
| 09062W204 | BLFS | BIOLIFE SOLUTIONS INC | $171.1M | 14.3% | 6,707,165 | Common | SOLE |
| 76155X100 | RVMD | REVOLUTION MEDICINES INC | $123.6M | 10.3% | 2,647,333 | Common | SOLE |
| 34385P108 | LAB | STANDARD BIOTOOLS INC | $100.8M | 8.41% | 77,558,856 | Common | SOLE |
| 05370A108 | RNAGBP | AVIDITY BIOSCIENCES INC | $77.6M | 6.47% | 1,780,000 | Common | SOLE |
| 75943R102 | RLAY | RELAY THERAPEUTICS INC | $59.2M | 4.94% | 11,341,381 | Common | SOLE |
| 452327109 | ILMN | ILLUMINA INC | $49.9M | 4.16% | 525,000 | Common | SOLE |
| 86366E106 | GPCR | STRUCTURE THERAPEUTICS INC | $43.5M | 3.63% | 1,555,000 | Common | SOLE |
| 07373V105 | BEAM | BEAM THERAPEUTICS INC | $38.8M | 3.24% | 1,600,000 | Common | SOLE |
| 02043Q107 | ALNY | ALNYLAM PHARMACEUTICALS INC | $25.1M | 2.09% | 55,000 | Common | SOLE |
| 88023B103 | TEM | TEMPUS AI INC | $23.7M | 1.98% | 294,127 | Common | SOLE |
| 64135M105 | NGNE | NEUROGENE INC | $22.4M | 1.87% | 1,295,361 | Common | SOLE |
| 578784100 | MAZE | MAZE THERAPEUTICS INC | $19.7M | 1.64% | 758,857 | Common | SOLE |
| 74168J101 | PRME | PRIME MEDICINE INC | $17.5M | 1.46% | 3,167,175 | Common | SOLE |
| 82835W108 | SPRY | ARS PHARMACEUTICALS INC | $16.1M | 1.34% | 1,600,000 | Common | SOLE |
| 433000106 | HIMS | HIMS & HERS HEALTH INC | $13.0M | 1.09% | 230,000 | Common | SOLE |
| 24823R105 | DNLI | DENALI THERAPEUTICS INC | $12.9M | 1.08% | 890,000 | Common | SOLE |
| 81734D104 | SEPN | SEPTERNA INC | $10.4M | 0.87% | 553,268 | Common | SOLE |
| 92337F107 | VCYT | VERACYTE INC | $9.5M | 0.79% | 276,308 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $8.6M | 0.72% | 25,000 | Common | SOLE |
| 45337C102 | INCY | INCYTE CORP | $8.5M | 0.71% | 100,000 | Common | SOLE |
| 40131M109 | GH | GUARDANT HEALTH INC | $6.2M | 0.52% | 100,000 | Common | SOLE |
| 30063P105 | EXK | EXACT SCIENCES CORP | $4.9M | 0.41% | 90,000 | Common | SOLE |
| 107924102 | BBOT | BRIDGEBIO ONCOLOGY THERAPEUT | $3.3M | 0.27% | 282,312 | Common | SOLE |
| 00091E109 | ABSI | ABSCI CORPORATION | $3.0M | 0.25% | 973,260 | Common | SOLE |
| 21217B100 | CTNM | CONTINEUM THERAPEUTICS INC | $1.7M | 0.15% | 148,333 | Common | SOLE |
| 69404D108 | PACB | PACIFIC BIOSCIENCES CALIF IN | $926,422 | 0.08% | 723,767 | Common | SOLE |
| 75629V104 | RXRX | RECURSION PHARMACEUTICALS IN | $806,776 | 0.07% | 165,323 | Common | SOLE |
| 61225M102 | GLUE | MONTE ROSA THERAPEUTICS INC | $637,364 | 0.05% | 86,014 | Common | SOLE |
| 15673T100 | IPSC | CENTURY THERAPEUTICS INC | $611,639 | 0.05% | 1,228,190 | Common | SOLE |
| 87990A106 | TNYA | TENAYA THERAPEUTICS INC | $586,390 | 0.05% | 361,969 | Common | SOLE |
| 37611X209 | DNA | GINKGO BIOWORKS HOLDINGS INC | $532,068 | 0.04% | 36,493 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.