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CIK: 0001534261
Total reported value
$2.0B
$2.0B
32 檔
39.9%
During the Q3 2025 filing period, Casdin Capital, LLC (CIK: 0001534261) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.0B across 32 reported positions.
In Q3 2025, Casdin Capital, LLC adopted a defensive or profit-taking posture, trimming 12 positions and completely liquidating 17 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WGS | Genedx Holdings CORP | Stock-Other | 27.01% | -1.88% | -14.26% | |
| 2 | BLFS | Biolife Solutions Inc | Stock-Other | 14.27% | -2.03% | -12.97% | |
| 3 | RVMD | Revolution Medicines Inc | Stock-Healthcare | 10.31% | +5.18% | -8.33% | |
| 4 | LAB | Standard Biotools Inc | Stock-Other | 8.41% | -2.52% | +1.95% | |
| 5 | RNAGBP | Avidity Biosciences Inc | Stock-Other | 6.47% | — | +0.28% | |
| 6 | RLAY | Relay Therapeutics Inc | Stock-Other | 4.94% | +4.16% | -0.50% | |
| 7 | ILMN | Illumina Inc | Stock-Healthcare | 4.16% | -0.29% | -18.60% | |
| 8 | GPCR | Structure Therapeutics Inc | Stock-Other | 3.63% | -1.13% | +26.94% | |
| 9 | BEAM | Beam Therapeutics Inc | Stock-Other | 3.24% | -0.12% | +10.34% | |
| 10 | ALNY | Alnylam Pharmaceuticals Inc | Stock-Healthcare | 2.09% | -0.75% | -32.52% | |
| 11 | TEM | Tempus Ai Inc-cl A | Stock-Healthcare | 1.98% | -1.01% | EXIT | |
| 12 | NGNE | Neurogene Inc | Stock-Other | 1.87% | +0.26% | — | |
| 13 | MAZE | Maze Therapeutics Inc | Stock-Other | 1.64% | -0.46% | — | |
| 14 | PRME | Prime Medicine Inc | Stock-Other | 1.46% | -0.25% | +102.09% | |
| 15 | SPRY | Ars Pharmaceuticals Inc | Stock-Other | 1.34% | — | — | |
| 16 | HIMS | Hims & Hers Health Inc | Stock-Healthcare | 1.09% | +0.11% | — | |
| 17 | DNLI | Denali Therapeutics Inc | Stock-Other | 1.08% | -0.05% | — | |
| 18 | SEPN | Septerna Inc | Stock-Other | 0.87% | -0.08% | — | |
| 19 | VCYT | Veracyte Inc | Stock-Other | 0.79% | +0.14% | — | |
| 20 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.72% | — | — | |
| 21 | INCY | Incyte CORP | Stock-Healthcare | 0.71% | — | — | |
| 22 | GH | Guardant Health Inc | Stock-Healthcare | 0.52% | -0.81% | — | |
| 23 | EXK | Exact Sciences CORP | Stock-Materials | 0.41% | — | — | |
| 24 | BBOT | Bridgebio Oncology Therapeut | Stock-Other | 0.27% | -0.08% | — | |
| 25 | ABSI | Absci CORP | Stock-Other | 0.25% | +0.34% | — | |
| 26 | CTNM | Contineum Therapeutics Inc-a | Stock-Other | 0.15% | -0.03% | — | |
| 27 | PACB | Pacific Biosciences Of Calif | Stock-Other | 0.08% | -0.01% | — | |
| 28 | RXRX | Recursion Pharmaceuticals-a | Stock-Healthcare | 0.07% | -0.01% | — | |
| 29 | GLUE | Monte Rosa Therapeutics Inc | Stock-Other | 0.05% | — | — | |
| 30 | IPSC | Century Therapeutics Inc | Stock-Other | 0.05% | -0.06% | — | |
| 31 | TNYA | Tenaya Therapeutics Inc | Stock-Other | 0.05% | -0.01% | — | |
| 32 | DNA | Ginkgo Bioworks Holdings Inc | Stock-Other | 0.04% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RLAY | Relay Therapeutics Inc | +3% | -0.50% | Add |
| 2 | GPCR | Structure Therapeutics Inc | +2.6% | +26.94% | Add |
| 3 | LAB | Standard Biotools Inc | +1.7% | +1.95% | Add |
| 4 | WGS | Genedx Holdings CORP | +1.6% | -14.26% | Trim |
| 5 | RNAGBP | Avidity Biosciences Inc | +1.5% | +0.28% | Trim |
| 6 | PRME | Prime Medicine Inc | +1.4% | +102.09% | Add |
| 7 | BEAM | Beam Therapeutics Inc | +1% | +10.34% | Add |
| 8 | MAZE | Maze Therapeutics Inc | +0.8% | — | Trim |
| 9 | NGNE | Neurogene Inc | +0.6% | — | Unchanged |
| 10 | SEPN | Septerna Inc | +0.6% | — | Unchanged |
| 11 | HIMS | Hims & Hers Health Inc | +0.6% | — | Add |
| 12 | ILMN | Illumina Inc | +0.3% | -18.60% | Trim |
| 13 | VCYT | Veracyte Inc | +0.1% | — | Unchanged |
| 14 | CTNM | Contineum Therapeutics Inc-a | +0.1% | — | Unchanged |
| 15 | ABSI | Absci CORP | +0.1% | — | Unchanged |
| 16 | DNA | Ginkgo Bioworks Holdings Inc | 0% | — | Unchanged |
| 17 | GLUE | Monte Rosa Therapeutics Inc | 0% | — | Unchanged |
| 18 | PACB | Pacific Biosciences Of Calif | 0% | — | Unchanged |
| 19 | RXRX | Recursion Pharmaceuticals-a | — | — | Unchanged |
| 20 | DNLI | Denali Therapeutics Inc | 0% | — | Trim |
| 21 | IPSC | Century Therapeutics Inc | -0.1% | — | Trim |
| 22 | TNYA | Tenaya Therapeutics Inc | -0.3% | — | Trim |
| 23 | GH | Guardant Health Inc | -0.4% | — | Trim |
| 24 | RVMD | Revolution Medicines Inc | -0.4% | -8.33% | Trim |
| 25 | ALNY | Alnylam Pharmaceuticals Inc | -0.6% | -32.52% | Trim |
| 26 | EXK | Exact Sciences CORP | -1% | — | Trim |
| 27 | BLFS | Biolife Solutions Inc | -2% | -12.97% | Trim |
| 28 | SRPT | Sarepta Therapeutics Inc | — | EXIT | Sold out |
| 29 | 2655787D | Blueprint Medicines CORP | — | EXIT | Sold out |
| 30 | TEM | Tempus Ai Inc-cl A | — | NEW | New buy |
| 31 | CDXS | Codexis Inc | — | EXIT | Sold out |
| 32 | ✓ | Verve Therapeutics Inc | — | EXIT | Sold out |
| 33 | SPRY | Ars Pharmaceuticals Inc | — | NEW | New buy |
| 34 | NTLA | Intellia Therapeutics Inc | — | EXIT | Sold out |
| 35 | ONC | Beone Medicines Ltd-adr | — | EXIT | Sold out |
| 36 | TSVT* | 2seventy Bio Inc | — | EXIT | Sold out |
| 37 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 38 | INCY | Incyte CORP | — | NEW | New buy |
| 39 | GEHC | GE Healthcare Technology | — | EXIT | Sold out |
| 40 | SNDX | Syndax Pharmaceuticals Inc | — | EXIT | Sold out |
| 41 | AGIO | Agios Pharmaceuticals Inc | — | EXIT | Sold out |
| 42 | MRNA | Moderna Inc | — | EXIT | Sold out |
| 43 | VSTM | Verastem Inc | — | EXIT | Sold out |
| 44 | BBOT | Bridgebio Oncology Therapeut | — | NEW | New buy |
| 45 | SLDB | Solid Biosciences Inc | — | EXIT | Sold out |
| 46 | TDOC | Teladoc Health Inc | — | EXIT | Sold out |
| 47 | DYN | Dyne Therapeutics Inc | — | EXIT | Sold out |
| 48 | TNGX | Tango Therapeutics Inc | — | EXIT | Sold out |
| 49 | KRON1USD | Kronos Bio Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Casdin Capital, LLC reported a total U.S. public equity portfolio value of $2.0B across 32 disclosed positions in Q3 2025.
During Q3 2025, Casdin Capital, LLC's top holdings by market value included WGS (27.0%)、BLFS (14.3%)、RVMD (10.3%). The largest single position, WGS, represented 27.0% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including WGS, BLFS, RVMD) accounted for 39.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
TEM
市值: $23.7M
Top Position Liquidated / Trimmed
SRPT
前期市值: $57.5M
In Q3 2025, Casdin Capital, LLC made 40 total portfolio adjustments, initiating 5 new buys, adding to 6 positions, trimming 12 holdings, and fully liquidating 17 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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