13F HOLDINGS REPORT
Casdin Capital, LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0000919574-25-003248
Total Value
$1.22B
Positions
44
Other Managers
0
Confidential Omitted
No
Holdings (44)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GENEDX HOLDINGS CORP | WGSWW | 3,507,164 | $310.6M | 25.38% |
| 2 | BIOLIFE SOLUTIONS INC | BLFS | 8,707,165 | $198.9M | 16.25% |
| 3 | REVOLUTION MEDICINES INC | RVMDW | 3,697,933 | $130.8M | 10.68% |
| 4 | STANDARD BIOTOOLS INC | LAB | 76,075,636 | $82.2M | 6.71% |
| 5 | AVIDITY BIOSCIENCES INC | 05370A108 | 2,045,000 | $60.4M | 4.93% |
| 6 | SAREPTA THERAPEUTICS INC | SRPT | 900,783 | $57.5M | 4.70% |
| 7 | ILLUMINA INC | ILMN | 595,000 | $47.2M | 3.86% |
| 8 | ALNYLAM PHARMACEUTICALS INC | ALNY | 120,000 | $32.4M | 2.65% |
| 9 | BLUEPRINT MEDICINES CORP | 09627Y109 | 326,378 | $28.9M | 2.36% |
| 10 | BEAM THERAPEUTICS INC | BEAM | 1,425,562 | $27.8M | 2.27% |
| 11 | RELAY THERAPEUTICS INC | RLAY | 9,098,574 | $23.8M | 1.95% |
| 12 | CODEXIS INC | CDXS | 8,100,000 | $21.8M | 1.78% |
| 13 | VERVE THERAPEUTICS INC | 92539P101 | 3,995,571 | $18.3M | 1.49% |
| 14 | EXACT SCIENCES CORP | 30063P105 | 405,000 | $17.5M | 1.43% |
| 15 | NEUROGENE INC | NGNE | 1,295,361 | $15.2M | 1.24% |
| 16 | INTELLIA THERAPEUTICS INC | NTLA | 2,000,000 | $14.2M | 1.16% |
| 17 | DENALI THERAPEUTICS INC | DNLI | 990,000 | $13.5M | 1.10% |
| 18 | STRUCTURE THERAPEUTICS INC | GPCR | 700,000 | $12.1M | 0.99% |
| 19 | BEIGENE LTD | BEIGF | 40,000 | $10.9M | 0.89% |
| 20 | GUARDANT HEALTH INC | GH | 250,000 | $10.7M | 0.87% |
| 21 | MAZE THERAPEUTICS INC | MAZE | 946,357 | $10.4M | 0.85% |
| 22 | 2SEVENTY BIO INC | 901384107 | 2,000,000 | $9.9M | 0.81% |
| 23 | VERACYTE INC | VCYT | 276,308 | $8.2M | 0.67% |
| 24 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 100,000 | $8.1M | 0.66% |
| 25 | SYNDAX PHARMACEUTICALS INC | SNDX | 635,000 | $7.8M | 0.64% |
| 26 | AGIOS PHARMACEUTICALS INC | AGIO | 250,000 | $7.3M | 0.60% |
| 27 | MODERNA INC | MRNA | 225,000 | $6.4M | 0.52% |
| 28 | HIMS & HERS HEALTH INC | HIMS | 200,000 | $5.9M | 0.48% |
| 29 | TENAYA THERAPEUTICS INC | TNYA | 6,732,971 | $3.8M | 0.31% |
| 30 | VERASTEM INC | VSTM | 600,000 | $3.6M | 0.30% |
| 31 | SEPTERNA INC | SEPN | 553,268 | $3.2M | 0.26% |
| 32 | SOLID BIOSCIENCES INC | SLDB | 775,000 | $2.9M | 0.23% |
| 33 | ABSCI CORPORATION | ABSI | 973,260 | $2.4M | 0.20% |
| 34 | TELADOC HEALTH INC | TDOC | 300,000 | $2.4M | 0.20% |
| 35 | CENTURY THERAPEUTICS INC | IPSC | 3,212,316 | $1.5M | 0.12% |
| 36 | DYNE THERAPEUTICS INC | DYN | 100,000 | $1.0M | 0.09% |
| 37 | CONTINEUM THERAPEUTICS INC | CTNM | 148,333 | $1.0M | 0.08% |
| 38 | RECURSION PHARMACEUTICALS IN | RXRX | 165,323 | $874,559 | 0.07% |
| 39 | PACIFIC BIOSCIENCES CALIF IN | 69404D108 | 723,767 | $854,045 | 0.07% |
| 40 | PRIME MEDICINE INC | PRME | 367,175 | $730,678 | 0.06% |
| 41 | MONTE ROSA THERAPEUTICS INC | GLUE | 86,014 | $399,105 | 0.03% |
| 42 | GINKGO BIOWORKS HOLDINGS INC | DNABW | 36,493 | $208,010 | 0.02% |
| 43 | TANGO THERAPEUTICS INC | TNGX | 125,000 | $171,250 | 0.01% |
| 44 | KRONOS BIO INC | 50107A104 | 123,839 | $102,167 | 0.01% |