Q1 2025 · 13F-HR
Casdin Capital, LLCholdings as filed
Filed 2025-05-15 · accession 0000919574-25-003248
$1.22B
Reported value
44
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 81663L200 | WGS | GENEDX HOLDINGS CORP | $310.6M | 25.4% | 3,507,164 | Common | SOLE |
| 09062W204 | BLFS | BIOLIFE SOLUTIONS INC | $198.9M | 16.3% | 8,707,165 | Common | SOLE |
| 76155X100 | RVMD | REVOLUTION MEDICINES INC | $130.8M | 10.7% | 3,697,933 | Common | SOLE |
| 34385P108 | LAB | STANDARD BIOTOOLS INC | $82.2M | 6.71% | 76,075,636 | Common | SOLE |
| 05370A108 | RNAGBP | AVIDITY BIOSCIENCES INC | $60.4M | 4.93% | 2,045,000 | Common | SOLE |
| 803607100 | SRPT | SAREPTA THERAPEUTICS INC | $57.5M | 4.70% | 900,783 | Common | SOLE |
| 452327109 | ILMN | ILLUMINA INC | $47.2M | 3.86% | 595,000 | Common | SOLE |
| 02043Q107 | ALNY | ALNYLAM PHARMACEUTICALS INC | $32.4M | 2.65% | 120,000 | Common | SOLE |
| 09627Y109 | 2655787D | BLUEPRINT MEDICINES CORP | $28.9M | 2.36% | 326,378 | Common | SOLE |
| 07373V105 | BEAM | BEAM THERAPEUTICS INC | $27.8M | 2.27% | 1,425,562 | Common | SOLE |
| 75943R102 | RLAY | RELAY THERAPEUTICS INC | $23.8M | 1.95% | 9,098,574 | Common | SOLE |
| 192005106 | CDXS | CODEXIS INC | $21.8M | 1.78% | 8,100,000 | Common | SOLE |
| 92539P101 | — | VERVE THERAPEUTICS INC | $18.3M | 1.49% | 3,995,571 | Common | SOLE |
| 30063P105 | EXK | EXACT SCIENCES CORP | $17.5M | 1.43% | 405,000 | Common | SOLE |
| 64135M105 | NGNE | NEUROGENE INC | $15.2M | 1.24% | 1,295,361 | Common | SOLE |
| 45826J105 | NTLA | INTELLIA THERAPEUTICS INC | $14.2M | 1.16% | 2,000,000 | Common | SOLE |
| 24823R105 | DNLI | DENALI THERAPEUTICS INC | $13.5M | 1.10% | 990,000 | Common | SOLE |
| 86366E106 | GPCR | STRUCTURE THERAPEUTICS INC | $12.1M | 0.99% | 700,000 | Common | SOLE |
| 07725L102 | ONC | BEIGENE LTD | $10.9M | 0.89% | 40,000 | Common | SOLE |
| 40131M109 | GH | GUARDANT HEALTH INC | $10.7M | 0.87% | 250,000 | Common | SOLE |
| 578784100 | MAZE | MAZE THERAPEUTICS INC | $10.4M | 0.85% | 946,357 | Common | SOLE |
| 901384107 | TSVT* | 2SEVENTY BIO INC | $9.9M | 0.81% | 2,000,000 | Common | SOLE |
| 92337F107 | VCYT | VERACYTE INC | $8.2M | 0.67% | 276,308 | Common | SOLE |
| 36266G107 | GEHC | GE HEALTHCARE TECHNOLOGIES I | $8.1M | 0.66% | 100,000 | Common | SOLE |
| 87164F105 | SNDX | SYNDAX PHARMACEUTICALS INC | $7.8M | 0.64% | 635,000 | Common | SOLE |
| 00847X104 | AGIO | AGIOS PHARMACEUTICALS INC | $7.3M | 0.60% | 250,000 | Common | SOLE |
| 60770K107 | MRNA | MODERNA INC | $6.4M | 0.52% | 225,000 | Common | SOLE |
| 433000106 | HIMS | HIMS & HERS HEALTH INC | $5.9M | 0.48% | 200,000 | Common | SOLE |
| 87990A106 | TNYA | TENAYA THERAPEUTICS INC | $3.8M | 0.31% | 6,732,971 | Common | SOLE |
| 92337C203 | VSTM | VERASTEM INC | $3.6M | 0.30% | 600,000 | Common | SOLE |
| 81734D104 | SEPN | SEPTERNA INC | $3.2M | 0.26% | 553,268 | Common | SOLE |
| 83422E204 | SLDB | SOLID BIOSCIENCES INC | $2.9M | 0.23% | 775,000 | Common | SOLE |
| 00091E109 | ABSI | ABSCI CORPORATION | $2.4M | 0.20% | 973,260 | Common | SOLE |
| 87918A105 | TDOC | TELADOC HEALTH INC | $2.4M | 0.20% | 300,000 | Common | SOLE |
| 15673T100 | IPSC | CENTURY THERAPEUTICS INC | $1.5M | 0.12% | 3,212,316 | Common | SOLE |
| 26818M108 | DYN | DYNE THERAPEUTICS INC | $1.0M | 0.09% | 100,000 | Common | SOLE |
| 21217B100 | CTNM | CONTINEUM THERAPEUTICS INC | $1.0M | 0.08% | 148,333 | Common | SOLE |
| 75629V104 | RXRX | RECURSION PHARMACEUTICALS IN | $874,559 | 0.07% | 165,323 | Common | SOLE |
| 69404D108 | PACB | PACIFIC BIOSCIENCES CALIF IN | $854,045 | 0.07% | 723,767 | Common | SOLE |
| 74168J101 | PRME | PRIME MEDICINE INC | $730,678 | 0.06% | 367,175 | Common | SOLE |
| 61225M102 | GLUE | MONTE ROSA THERAPEUTICS INC | $399,105 | 0.03% | 86,014 | Common | SOLE |
| 37611X209 | DNA | GINKGO BIOWORKS HOLDINGS INC | $208,010 | 0.02% | 36,493 | Common | SOLE |
| 87583X109 | TNGX | TANGO THERAPEUTICS INC | $171,250 | 0.01% | 125,000 | Common | SOLE |
| 50107A104 | KRON1USD | KRONOS BIO INC | $102,167 | 0.01% | 123,839 | 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.