Casdin Capital 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Casdin Capital disclosed 32 US equity positions worth $1.2bn in its Q3 2025 13F filing. The largest position was WGS at 27.0% of the reported book, followed by BLFS and RVMD. Against the Q2 2025 filing, it opened 5 new positions, added to 4 and reduced 6 among the top 32 holdings.
What did Casdin Capital own in Q3 2025? Top 32 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | WGS GENEDX HOLDINGS CORP | Healthcare | 27.0% | $324.0m | 3,007,164 | -14% | reduced |
| 2 | BLFS BIOLIFE SOLUTIONS INC | Healthcare | 14.3% | $171.1m | 6,707,165 | -13% | reduced |
| 3 | RVMD REVOLUTION MEDICINES INC | Healthcare | 10.3% | $123.6m | 2,647,333 | -8% | reduced |
| 4 | LAB STANDARD BIOTOOLS INC | Healthcare | 8.4% | $100.8m | 77,558,856 | 2% | added |
| 5 | AVIDITY BIOSCIENCES INC | 6.5% | $77.6m | 1,780,000 | 0% | held | |
| 6 | RLAY RELAY THERAPEUTICS INC | Healthcare | 4.9% | $59.2m | 11,341,381 | -1% | reduced |
| 7 | ILMN ILLUMINA INC | Healthcare | 4.2% | $49.9m | 525,000 | -19% | reduced |
| 8 | GPCR STRUCTURE THERAPEUTICS INC | Healthcare | 3.6% | $43.5m | 1,555,000 | 27% | added |
| 9 | BEAM BEAM THERAPEUTICS INC | Healthcare | 3.2% | $38.8m | 1,600,000 | 10% | added |
| 10 | ALNY ALNYLAM PHARMACEUTICALS INC | Healthcare | 2.1% | $25.1m | 55,000 | -33% | reduced |
| 11 | TEM TEMPUS AI INC | Healthcare | 2.0% | $23.7m | 294,127 | – | new |
| 12 | NGNE NEUROGENE INC | 1.9% | $22.4m | 1,295,361 | 0% | held | |
| 13 | MAZE MAZE THERAPEUTICS INC | 1.6% | $19.7m | 758,857 | 0% | held | |
| 14 | PRME PRIME MEDICINE INC | 1.5% | $17.5m | 3,167,175 | 102% | added | |
| 15 | SPRY ARS PHARMACEUTICALS INC | Healthcare | 1.3% | $16.1m | 1,600,000 | – | new |
| 16 | HIMS HIMS & HERS HEALTH INC | Healthcare | 1.1% | $13.0m | 230,000 | 0% | held |
| 17 | DNLI DENALI THERAPEUTICS INC | Healthcare | 1.1% | $12.9m | 890,000 | 0% | held |
| 18 | SEPN SEPTERNA INC | 0.9% | $10.4m | 553,268 | 0% | held | |
| 19 | VCYT VERACYTE INC | Healthcare | 0.8% | $9.5m | 276,308 | 0% | held |
| 20 | UNH UNITEDHEALTH GROUP INC | Healthcare | 0.7% | $8.6m | 25,000 | – | new |
| 21 | INCY INCYTE CORP | Healthcare | 0.7% | $8.5m | 100,000 | – | new |
| 22 | GH GUARDANT HEALTH INC | Healthcare | 0.5% | $6.2m | 100,000 | 0% | held |
| 23 | EXK EXACT SCIENCES CORP | Basic Materials | 0.4% | $4.9m | 90,000 | 0% | held |
| 24 | BRIDGEBIO ONCOLOGY THERAPEUT | 0.3% | $3.3m | 282,312 | – | new | |
| 25 | ABSI ABSCI CORPORATION | 0.2% | $3.0m | 973,260 | 0% | held | |
| 26 | CTNM CONTINEUM THERAPEUTICS INC | 0.1% | $1.7m | 148,333 | 0% | held | |
| 27 | PACB PACIFIC BIOSCIENCES CALIF IN | Healthcare | 0.1% | $926.4k | 723,767 | 0% | held |
| 28 | RXRX RECURSION PHARMACEUTICALS IN | Healthcare | 0.1% | $806.8k | 165,323 | 0% | held |
| 29 | GLUE MONTE ROSA THERAPEUTICS INC | 0.1% | $637.4k | 86,014 | 0% | held | |
| 30 | IPSC CENTURY THERAPEUTICS INC | Healthcare | 0.1% | $611.6k | 1,228,190 | 0% | held |
| 31 | TNYA TENAYA THERAPEUTICS INC | 0.0% | $586.4k | 361,969 | 0% | held | |
| 32 | GINKGO BIOWORKS HOLDINGS INC | 0.0% | $532.1k | 36,493 | 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.