13F HOLDINGS REPORT
Casdin Capital, LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0000919574-25-001518
Total Value
$1.50B
Positions
39
Other Managers
0
Confidential Omitted
No
Holdings (39)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GENEDX HOLDINGS CORP | WGSWW | 3,507,164 | $269.6M | 17.94% |
| 2 | BIOLIFE SOLUTIONS INC | BLFS | 8,707,165 | $226.0M | 15.04% |
| 3 | REVOLUTION MEDICINES INC | RVMDW | 3,699,283 | $161.8M | 10.77% |
| 4 | SAREPTA THERAPEUTICS INC | SRPT | 1,073,500 | $130.5M | 8.69% |
| 5 | STANDARD BIOTOOLS INC | LAB | 71,254,677 | $124.7M | 8.30% |
| 6 | ILLUMINA INC | ILMN | 750,000 | $100.2M | 6.67% |
| 7 | AVIDITY BIOSCIENCES INC | 05370A108 | 2,045,000 | $59.5M | 3.96% |
| 8 | CODEXIS INC | CDXS | 8,100,000 | $38.6M | 2.57% |
| 9 | RELAY THERAPEUTICS INC | RLAY | 8,948,574 | $36.9M | 2.45% |
| 10 | EXACT SCIENCES CORP | 30063P105 | 650,000 | $36.5M | 2.43% |
| 11 | ALNYLAM PHARMACEUTICALS INC | ALNY | 140,000 | $32.9M | 2.19% |
| 12 | BEAM THERAPEUTICS INC | BEAM | 1,250,000 | $31.0M | 2.06% |
| 13 | NEUROGENE INC | NGNE | 1,295,361 | $29.6M | 1.97% |
| 14 | BLUEPRINT MEDICINES CORP | 09627Y109 | 326,378 | $28.5M | 1.89% |
| 15 | INTELLIA THERAPEUTICS INC | NTLA | 2,000,000 | $23.3M | 1.55% |
| 16 | VERVE THERAPEUTICS INC | 92539P101 | 3,995,571 | $22.5M | 1.50% |
| 17 | DENALI THERAPEUTICS INC | DNLI | 990,000 | $20.2M | 1.34% |
| 18 | STRUCTURE THERAPEUTICS INC | GPCR | 700,000 | $19.0M | 1.26% |
| 19 | SEPTERNA INC | SEPN | 553,268 | $12.7M | 0.84% |
| 20 | VERACYTE INC | VCYT | 276,308 | $10.9M | 0.73% |
| 21 | GUARDANT HEALTH INC | GH | 350,000 | $10.7M | 0.71% |
| 22 | TENAYA THERAPEUTICS INC | TNYA | 6,732,971 | $9.6M | 0.64% |
| 23 | AGIOS PHARMACEUTICALS INC | AGIO | 250,000 | $8.2M | 0.55% |
| 24 | MODERNA INC | MRNA | 175,000 | $7.3M | 0.48% |
| 25 | MODERNA INC | MRNA | 175,000 | $7.3M | 0.48% |
| 26 | 4D MOLECULAR THERAPEUTICS IN | FDMT | 1,150,000 | $6.4M | 0.43% |
| 27 | SYNDAX PHARMACEUTICALS INC | SNDX | 475,000 | $6.3M | 0.42% |
| 28 | 2SEVENTY BIO INC | 901384107 | 2,000,000 | $5.9M | 0.39% |
| 29 | CENTURY THERAPEUTICS INC | IPSC | 5,190,506 | $5.2M | 0.35% |
| 30 | FORTREA HLDGS INC | FTRE | 275,000 | $5.1M | 0.34% |
| 31 | CONTINEUM THERAPEUTICS INC | CTNM | 296,666 | $4.3M | 0.29% |
| 32 | TANGO THERAPEUTICS INC | TNGX | 1,188,349 | $3.7M | 0.24% |
| 33 | ABSCI CORPORATION | ABSI | 973,260 | $2.5M | 0.17% |
| 34 | PACIFIC BIOSCIENCES CALIF IN | 69404D108 | 1,035,859 | $1.9M | 0.13% |
| 35 | RECURSION PHARMACEUTICALS IN | RXRX | 165,323 | $1.1M | 0.07% |
| 36 | PRIME MEDICINE INC | PRME | 367,175 | $1.1M | 0.07% |
| 37 | MONTE ROSA THERAPEUTICS INC | GLUE | 86,014 | $596,937 | 0.04% |
| 38 | GINKGO BIOWORKS HOLDINGS INC | DNABW | 36,493 | $358,361 | 0.02% |
| 39 | KRONOS BIO INC | 50107A104 | 123,839 | $117,647 | 0.01% |