13F HOLDINGS REPORT
Casdin Capital, LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0000919574-25-004903
Total Value
$1.10B
Positions
33
Other Managers
0
Confidential Omitted
No
Holdings (33)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GENEDX HOLDINGS CORP | WGSWW | 3,507,164 | $323.7M | 29.48% |
| 2 | BIOLIFE SOLUTIONS INC | BLFS | 7,707,165 | $166.0M | 15.12% |
| 3 | REVOLUTION MEDICINES INC | RVMDW | 2,887,933 | $106.2M | 9.68% |
| 4 | STANDARD BIOTOOLS INC | LAB | 76,075,636 | $91.3M | 8.31% |
| 5 | ILLUMINA INC | ILMN | 645,000 | $61.5M | 5.60% |
| 6 | AVIDITY BIOSCIENCES INC | 05370A108 | 1,775,000 | $50.4M | 4.59% |
| 7 | VERVE THERAPEUTICS INC | 92539P101 | 4,095,571 | $46.0M | 4.19% |
| 8 | RELAY THERAPEUTICS INC | RLAY | 11,398,574 | $39.4M | 3.59% |
| 9 | ALNYLAM PHARMACEUTICALS INC | ALNY | 81,500 | $26.6M | 2.42% |
| 10 | STRUCTURE THERAPEUTICS INC | GPCR | 1,225,000 | $25.4M | 2.31% |
| 11 | BEAM THERAPEUTICS INC | BEAM | 1,450,000 | $24.7M | 2.25% |
| 12 | NEUROGENE INC | NGNE | 1,295,361 | $19.4M | 1.76% |
| 13 | CODEXIS INC | CDXS | 7,200,000 | $17.6M | 1.60% |
| 14 | SAREPTA THERAPEUTICS INC | SRPT | 990,097 | $16.9M | 1.54% |
| 15 | DENALI THERAPEUTICS INC | DNLI | 890,000 | $12.5M | 1.13% |
| 16 | HIMS & HERS HEALTH INC | HIMS | 230,000 | $11.5M | 1.04% |
| 17 | MAZE THERAPEUTICS INC | MAZE | 758,857 | $9.3M | 0.85% |
| 18 | VERACYTE INC | VCYT | 276,308 | $7.5M | 0.68% |
| 19 | ELI LILLY & CO | LLY | 8,500 | $6.6M | 0.60% |
| 20 | SYNDAX PHARMACEUTICALS INC | SNDX | 650,000 | $6.1M | 0.55% |
| 21 | SEPTERNA INC | SEPN | 553,268 | $5.8M | 0.53% |
| 22 | GUARDANT HEALTH INC | GH | 100,000 | $5.2M | 0.47% |
| 23 | EXACT SCIENCES CORP | 30063P105 | 90,000 | $4.8M | 0.44% |
| 24 | PRIME MEDICINE INC | PRME | 1,567,175 | $3.9M | 0.35% |
| 25 | AGIOS PHARMACEUTICALS INC | AGIO | 100,000 | $3.3M | 0.30% |
| 26 | ABSCI CORPORATION | ABSI | 973,260 | $2.5M | 0.23% |
| 27 | PACIFIC BIOSCIENCES CALIF IN | 69404D108 | 723,767 | $897,471 | 0.08% |
| 28 | RECURSION PHARMACEUTICALS IN | RXRX | 165,323 | $836,534 | 0.08% |
| 29 | CENTURY THERAPEUTICS INC | IPSC | 1,228,190 | $686,190 | 0.06% |
| 30 | CONTINEUM THERAPEUTICS INC | CTNM | 148,333 | $588,882 | 0.05% |
| 31 | GINKGO BIOWORKS HOLDINGS INC | DNABW | 36,493 | $410,546 | 0.04% |
| 32 | MONTE ROSA THERAPEUTICS INC | GLUE | 86,014 | $387,923 | 0.04% |
| 33 | TENAYA THERAPEUTICS INC | TNYA | 361,969 | $221,235 | 0.02% |