Casdin Capital 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Casdin Capital disclosed 38 US equity positions worth $1.6bn in its Q4 2025 13F filing. The largest position was WGS at 24.3% of the reported book, followed by RVMD and BLFS. Against the Q3 2025 filing, it opened 7 new positions, added to 9 and reduced 4 among the top 38 holdings.
What did Casdin Capital own in Q4 2025? Top 38 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | WGS GENEDX HOLDINGS CORP | Healthcare | 24.3% | $391.1m | 3,007,164 | 0% | held |
| 2 | RVMD REVOLUTION MEDICINES INC | Healthcare | 12.8% | $205.3m | 2,577,333 | -3% | reduced |
| 3 | BLFS BIOLIFE SOLUTIONS INC | Healthcare | 8.9% | $144.0m | 5,957,165 | -11% | reduced |
| 4 | LAB STANDARD BIOTOOLS INC | Healthcare | 7.1% | $113.6m | 88,783,856 | 14% | added |
| 5 | RLAY RELAY THERAPEUTICS INC | Healthcare | 6.8% | $110.0m | 13,003,574 | 15% | added |
| 6 | GPCR STRUCTURE THERAPEUTICS INC | Healthcare | 5.1% | $81.7m | 1,175,000 | -24% | reduced |
| 7 | ILMN ILLUMINA INC | Healthcare | 4.9% | $78.7m | 600,000 | 14% | added |
| 8 | AVIDITY BIOSCIENCES INC | 4.5% | $72.1m | 1,000,000 | -44% | reduced | |
| 9 | BEAM BEAM THERAPEUTICS INC | Healthcare | 2.8% | $44.4m | 1,600,000 | 0% | held |
| 10 | GH GUARDANT HEALTH INC | Healthcare | 2.4% | $38.8m | 380,000 | 280% | added |
| 11 | MAZE MAZE THERAPEUTICS INC | 2.0% | $31.4m | 758,857 | 0% | held | |
| 12 | DNLI DENALI THERAPEUTICS INC | Healthcare | 1.9% | $30.4m | 1,840,000 | 107% | added |
| 13 | ALNY ALNYLAM PHARMACEUTICALS INC | Healthcare | 1.9% | $29.8m | 75,000 | 36% | added |
| 14 | NGNE NEUROGENE INC | 1.7% | $26.7m | 1,295,361 | 0% | held | |
| 15 | TXG 10X GENOMICS INC | Healthcare | 1.4% | $22.8m | 1,400,000 | – | new |
| 16 | SPRY ARS PHARMACEUTICALS INC | Healthcare | 1.2% | $18.6m | 1,600,000 | 0% | held |
| 17 | TEM TEMPUS AI INC | Healthcare | 1.1% | $17.4m | 294,127 | 0% | held |
| 18 | UNH UNITEDHEALTH GROUP INC | Healthcare | 1.0% | $16.5m | 50,000 | 100% | added |
| 19 | SEPN SEPTERNA INC | 1.0% | $15.4m | 553,268 | 0% | held | |
| 20 | HIMS HIMS & HERS HEALTH INC | Healthcare | 0.8% | $12.5m | 385,000 | 67% | added |
| 21 | VCYT VERACYTE INC | Healthcare | 0.7% | $11.6m | 276,308 | 0% | held |
| 22 | DXCM DEXCOM INC | Healthcare | 0.7% | $11.6m | 175,000 | – | new |
| 23 | SRRK SCHOLAR ROCK HLDG CORP | Healthcare | 0.7% | $11.5m | 260,000 | – | new |
| 24 | CI THE CIGNA GROUP | Healthcare | 0.7% | $11.0m | 40,000 | – | new |
| 25 | PRME PRIME MEDICINE INC | 0.7% | $11.0m | 3,167,175 | 0% | held | |
| 26 | INCY INCYTE CORP | Healthcare | 0.6% | $9.9m | 100,000 | 0% | held |
| 27 | DGX QUEST DIAGNOSTICS INC | Healthcare | 0.5% | $8.7m | 50,000 | – | new |
| 28 | TSHA TAYSHA GENE THERAPIES INC | Healthcare | 0.5% | $8.2m | 1,500,000 | – | new |
| 29 | PACB PACIFIC BIOSCIENCES CALIF IN | Healthcare | 0.5% | $7.9m | 4,223,767 | 484% | added |
| 30 | LEGN LEGEND BIOTECH CORP | Healthcare | 0.3% | $4.7m | 215,000 | – | new |
| 31 | BRIDGEBIO ONCOLOGY THERAPEUT | 0.2% | $3.5m | 282,312 | 0% | held | |
| 32 | ABSI ABSCI CORPORATION | 0.2% | $3.4m | 973,260 | 0% | held | |
| 33 | CTNM CONTINEUM THERAPEUTICS INC | 0.1% | $1.7m | 148,333 | 0% | held | |
| 34 | GLUE MONTE ROSA THERAPEUTICS INC | 0.1% | $1.3m | 86,014 | 0% | held | |
| 35 | IPSC CENTURY THERAPEUTICS INC | Healthcare | 0.1% | $1.2m | 1,228,190 | 0% | held |
| 36 | RXRX RECURSION PHARMACEUTICALS IN | Healthcare | 0.0% | $676.2k | 165,323 | 0% | held |
| 37 | GINKGO BIOWORKS HOLDINGS INC | 0.0% | $303.3k | 36,493 | 0% | held | |
| 38 | TNYA TENAYA THERAPEUTICS INC | 0.0% | $257.5k | 361,969 | 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.