Casdin Capital 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Casdin Capital disclosed 33 US equity positions worth $1.1bn in its Q2 2025 13F filing. The largest position was WGS at 29.5% of the reported book, followed by BLFS and RVMD. Against the Q1 2025 filing, it opened 1 new position, added to 9 and reduced 12 among the top 33 holdings.
What did Casdin Capital own in Q2 2025? Top 33 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | WGS GENEDX HOLDINGS CORP | Healthcare | 29.5% | $323.7m | 3,507,164 | 0% | held |
| 2 | BLFS BIOLIFE SOLUTIONS INC | Healthcare | 15.1% | $166.0m | 7,707,165 | -11% | reduced |
| 3 | RVMD REVOLUTION MEDICINES INC | Healthcare | 9.7% | $106.2m | 2,887,933 | -22% | reduced |
| 4 | LAB STANDARD BIOTOOLS INC | Healthcare | 8.3% | $91.3m | 76,075,636 | 0% | held |
| 5 | ILMN ILLUMINA INC | Healthcare | 5.6% | $61.5m | 645,000 | 8% | added |
| 6 | AVIDITY BIOSCIENCES INC | 4.6% | $50.4m | 1,775,000 | -13% | reduced | |
| 7 | VERVE THERAPEUTICS INC | 4.2% | $46.0m | 4,095,571 | 3% | added | |
| 8 | RLAY RELAY THERAPEUTICS INC | Healthcare | 3.6% | $39.4m | 11,398,574 | 25% | added |
| 9 | ALNY ALNYLAM PHARMACEUTICALS INC | Healthcare | 2.4% | $26.6m | 81,500 | -32% | reduced |
| 10 | GPCR STRUCTURE THERAPEUTICS INC | Healthcare | 2.3% | $25.4m | 1,225,000 | 75% | added |
| 11 | BEAM BEAM THERAPEUTICS INC | Healthcare | 2.2% | $24.7m | 1,450,000 | 2% | added |
| 12 | NGNE NEUROGENE INC | 1.8% | $19.4m | 1,295,361 | 0% | held | |
| 13 | CDXS CODEXIS INC | Healthcare | 1.6% | $17.6m | 7,200,000 | -11% | reduced |
| 14 | SRPT SAREPTA THERAPEUTICS INC | Healthcare | 1.5% | $16.9m | 990,097 | 10% | added |
| 15 | DNLI DENALI THERAPEUTICS INC | Healthcare | 1.1% | $12.5m | 890,000 | -10% | reduced |
| 16 | HIMS HIMS & HERS HEALTH INC | Healthcare | 1.0% | $11.5m | 230,000 | 15% | added |
| 17 | MAZE MAZE THERAPEUTICS INC | 0.8% | $9.3m | 758,857 | -20% | reduced | |
| 18 | VCYT VERACYTE INC | Healthcare | 0.7% | $7.5m | 276,308 | 0% | held |
| 19 | LLY ELI LILLY & CO | Healthcare | 0.6% | $6.6m | 8,500 | – | new |
| 20 | SNDX SYNDAX PHARMACEUTICALS INC | Healthcare | 0.6% | $6.1m | 650,000 | 2% | added |
| 21 | SEPN SEPTERNA INC | 0.5% | $5.8m | 553,268 | 0% | held | |
| 22 | GH GUARDANT HEALTH INC | Healthcare | 0.5% | $5.2m | 100,000 | -60% | reduced |
| 23 | EXK EXACT SCIENCES CORP | Basic Materials | 0.4% | $4.8m | 90,000 | -78% | reduced |
| 24 | PRME PRIME MEDICINE INC | 0.4% | $3.9m | 1,567,175 | 327% | added | |
| 25 | AGIO AGIOS PHARMACEUTICALS INC | Healthcare | 0.3% | $3.3m | 100,000 | -60% | reduced |
| 26 | ABSI ABSCI CORPORATION | 0.2% | $2.5m | 973,260 | 0% | held | |
| 27 | PACB PACIFIC BIOSCIENCES CALIF IN | Healthcare | 0.1% | $897.5k | 723,767 | 0% | held |
| 28 | RXRX RECURSION PHARMACEUTICALS IN | Healthcare | 0.1% | $836.5k | 165,323 | 0% | held |
| 29 | IPSC CENTURY THERAPEUTICS INC | Healthcare | 0.1% | $686.2k | 1,228,190 | -62% | reduced |
| 30 | CTNM CONTINEUM THERAPEUTICS INC | 0.1% | $588.9k | 148,333 | 0% | held | |
| 31 | GINKGO BIOWORKS HOLDINGS INC | 0.0% | $410.5k | 36,493 | 0% | held | |
| 32 | GLUE MONTE ROSA THERAPEUTICS INC | 0.0% | $387.9k | 86,014 | 0% | held | |
| 33 | TNYA TENAYA THERAPEUTICS INC | 0.0% | $221.2k | 361,969 | -95% | reduced |
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.