Casdin Capital 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Casdin Capital disclosed 44 US equity positions worth $1.2bn in its Q1 2025 13F filing. The largest position was WGS at 25.4% of the reported book, followed by BLFS and RVMD. Against the Q4 2024 filing, it opened 8 new positions, added to 5 and reduced 9 among the top 44 holdings.
What did Casdin Capital own in Q1 2025? Top 44 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | WGS GENEDX HOLDINGS CORP | Healthcare | 25.4% | $310.6m | 3,507,164 | 0% | held |
| 2 | BLFS BIOLIFE SOLUTIONS INC | Healthcare | 16.3% | $198.9m | 8,707,165 | 0% | held |
| 3 | RVMD REVOLUTION MEDICINES INC | Healthcare | 10.7% | $130.8m | 3,697,933 | -0% | held |
| 4 | LAB STANDARD BIOTOOLS INC | Healthcare | 6.7% | $82.2m | 76,075,636 | 7% | added |
| 5 | AVIDITY BIOSCIENCES INC | 4.9% | $60.4m | 2,045,000 | 0% | held | |
| 6 | SRPT SAREPTA THERAPEUTICS INC | Healthcare | 4.7% | $57.5m | 900,783 | -16% | reduced |
| 7 | ILMN ILLUMINA INC | Healthcare | 3.9% | $47.2m | 595,000 | -21% | reduced |
| 8 | ALNY ALNYLAM PHARMACEUTICALS INC | Healthcare | 2.6% | $32.4m | 120,000 | -14% | reduced |
| 9 | 2655787D BLUEPRINT MEDICINES CORP | 2.4% | $28.9m | 326,378 | 0% | held | |
| 10 | BEAM BEAM THERAPEUTICS INC | Healthcare | 2.3% | $27.8m | 1,425,562 | 14% | added |
| 11 | RLAY RELAY THERAPEUTICS INC | Healthcare | 1.9% | $23.8m | 9,098,574 | 2% | added |
| 12 | CDXS CODEXIS INC | Healthcare | 1.8% | $21.8m | 8,100,000 | 0% | held |
| 13 | VERVE THERAPEUTICS INC | 1.5% | $18.3m | 3,995,571 | 0% | held | |
| 14 | EXK EXACT SCIENCES CORP | Basic Materials | 1.4% | $17.5m | 405,000 | -38% | reduced |
| 15 | NGNE NEUROGENE INC | 1.2% | $15.2m | 1,295,361 | 0% | held | |
| 16 | NTLA INTELLIA THERAPEUTICS INC | Healthcare | 1.2% | $14.2m | 2,000,000 | 0% | held |
| 17 | DNLI DENALI THERAPEUTICS INC | Healthcare | 1.1% | $13.5m | 990,000 | 0% | held |
| 18 | GPCR STRUCTURE THERAPEUTICS INC | Healthcare | 1.0% | $12.1m | 700,000 | 0% | held |
| 19 | ONC BEIGENE LTD | Healthcare | 0.9% | $10.9m | 40,000 | – | new |
| 20 | GH GUARDANT HEALTH INC | Healthcare | 0.9% | $10.7m | 250,000 | -29% | reduced |
| 21 | MAZE MAZE THERAPEUTICS INC | 0.9% | $10.4m | 946,357 | – | new | |
| 22 | 2SEVENTY BIO INC | 0.8% | $9.9m | 2,000,000 | 0% | held | |
| 23 | VCYT VERACYTE INC | Healthcare | 0.7% | $8.2m | 276,308 | 0% | held |
| 24 | GEHC GE HEALTHCARE TECHNOLOGIES I | Healthcare | 0.7% | $8.1m | 100,000 | – | new |
| 25 | SNDX SYNDAX PHARMACEUTICALS INC | Healthcare | 0.6% | $7.8m | 635,000 | 34% | added |
| 26 | AGIO AGIOS PHARMACEUTICALS INC | Healthcare | 0.6% | $7.3m | 250,000 | 0% | held |
| 27 | MRNA MODERNA INC | Healthcare | 0.5% | $6.4m | 225,000 | 29% | added |
| 28 | HIMS HIMS & HERS HEALTH INC | Healthcare | 0.5% | $5.9m | 200,000 | – | new |
| 29 | TNYA TENAYA THERAPEUTICS INC | 0.3% | $3.8m | 6,732,971 | 0% | held | |
| 30 | VSTM VERASTEM INC | Healthcare | 0.3% | $3.6m | 600,000 | – | new |
| 31 | SEPN SEPTERNA INC | 0.3% | $3.2m | 553,268 | 0% | held | |
| 32 | SLDB SOLID BIOSCIENCES INC | Healthcare | 0.2% | $2.9m | 775,000 | – | new |
| 33 | ABSI ABSCI CORPORATION | 0.2% | $2.4m | 973,260 | 0% | held | |
| 34 | TDOC TELADOC HEALTH INC | Healthcare | 0.2% | $2.4m | 300,000 | – | new |
| 35 | IPSC CENTURY THERAPEUTICS INC | Healthcare | 0.1% | $1.5m | 3,212,316 | -38% | reduced |
| 36 | DYN DYNE THERAPEUTICS INC | Healthcare | 0.1% | $1.0m | 100,000 | – | new |
| 37 | CTNM CONTINEUM THERAPEUTICS INC | 0.1% | $1.0m | 148,333 | -50% | reduced | |
| 38 | RXRX RECURSION PHARMACEUTICALS IN | Healthcare | 0.1% | $874.6k | 165,323 | 0% | held |
| 39 | PACB PACIFIC BIOSCIENCES CALIF IN | Healthcare | 0.1% | $854.0k | 723,767 | -30% | reduced |
| 40 | PRME PRIME MEDICINE INC | 0.1% | $730.7k | 367,175 | 0% | held | |
| 41 | GLUE MONTE ROSA THERAPEUTICS INC | 0.0% | $399.1k | 86,014 | 0% | held | |
| 42 | GINKGO BIOWORKS HOLDINGS INC | 0.0% | $208.0k | 36,493 | 0% | held | |
| 43 | TNGX TANGO THERAPEUTICS INC | Healthcare | 0.0% | $171.2k | 125,000 | -89% | reduced |
| 44 | KRONOS BIO INC | 0.0% | $102.2k | 123,839 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.