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CIK: 0001534261
Total reported value
$2.0B
$2.0B
38 檔
48.3%
The Q4 2025 SEC filing reveals that Casdin Capital, LLC held a total portfolio value of $2.0B, covering 38 public equity positions.
In Q4 2025, Casdin Capital, LLC displayed an active expansion posture, initiating 7 new positions and adding to 9 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including WGS, RVMD, BLFS) accounted for 48.3% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WGS | Genedx Holdings CORP | Stock-Other | 24.29% | -1.88% | — | |
| 2 | RVMD | Revolution Medicines Inc | Stock-Healthcare | 12.75% | +5.18% | -2.64% | |
| 3 | BLFS | Biolife Solutions Inc | Stock-Other | 8.95% | -2.03% | -11.18% | |
| 4 | LAB | Standard Biotools Inc | Stock-Other | 7.06% | -2.52% | +14.47% | |
| 5 | RLAY | Relay Therapeutics Inc | Stock-Other | 6.83% | +4.16% | +14.66% | |
| 6 | GPCR | Structure Therapeutics Inc | Stock-Other | 5.08% | -1.13% | -24.44% | |
| 7 | ILMN | Illumina Inc | Stock-Healthcare | 4.89% | -0.29% | +14.29% | |
| 8 | RNAGBP | Avidity Biosciences Inc | Stock-Other | 4.48% | — | -43.82% | |
| 9 | BEAM | Beam Therapeutics Inc | Stock-Other | 2.75% | -0.12% | — | |
| 10 | GH | Guardant Health Inc | Stock-Healthcare | 2.41% | -0.81% | +280.00% | |
| 11 | MAZE | Maze Therapeutics Inc | Stock-Other | 1.95% | -0.46% | — | |
| 12 | DNLI | Denali Therapeutics Inc | Stock-Other | 1.89% | -0.05% | +106.74% | |
| 13 | ALNY | Alnylam Pharmaceuticals Inc | Stock-Healthcare | 1.85% | -0.75% | +36.36% | |
| 14 | NGNE | Neurogene Inc | Stock-Other | 1.66% | +0.26% | — | |
| 15 | TXG | 10x Genomics Inc-class A | Stock-Other | 1.42% | -1.64% | — | |
| 16 | SPRY | Ars Pharmaceuticals Inc | Stock-Other | 1.16% | — | — | |
| 17 | TEM | Tempus Ai Inc-cl A | Stock-Healthcare | 1.08% | -1.01% | EXIT | |
| 18 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.03% | — | +100.00% | |
| 19 | SEPN | Septerna Inc | Stock-Other | 0.96% | -0.08% | — | |
| 20 | HIMS | Hims & Hers Health Inc | Stock-Healthcare | 0.78% | +0.11% | +67.39% | |
| 21 | VCYT | Veracyte Inc | Stock-Other | 0.72% | +0.14% | — | |
| 22 | DXCM | Dexcom Inc | Stock-Healthcare | 0.72% | — | — | |
| 23 | SRRK | Scholar Rock Holding CORP | Stock-Other | 0.71% | +0.53% | — | |
| 24 | CI | THE Cigna Group | Stock-Healthcare | 0.68% | — | — | |
| 25 | PRME | Prime Medicine Inc | Stock-Other | 0.68% | -0.25% | — | |
| 26 | INCY | Incyte CORP | Stock-Healthcare | 0.61% | — | — | |
| 27 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 0.54% | -0.21% | — | |
| 28 | TSHA | Taysha Gene Therapies Inc | Stock-Other | 0.51% | +0.01% | — | |
| 29 | PACB | Pacific Biosciences Of Calif | Stock-Other | 0.49% | -0.01% | +483.58% | |
| 30 | LEGN | Legend Biotech Corp-adr | Stock-Other | 0.29% | — | — | |
| 31 | BBOT | Bridgebio Oncology Therapeut | Stock-Other | 0.22% | -0.08% | — | |
| 32 | ABSI | Absci CORP | Stock-Other | 0.21% | +0.34% | — | |
| 33 | CTNM | Contineum Therapeutics Inc-a | Stock-Other | 0.11% | -0.03% | — | |
| 34 | GLUE | Monte Rosa Therapeutics Inc | Stock-Other | 0.08% | — | — | |
| 35 | IPSC | Century Therapeutics Inc | Stock-Other | 0.08% | -0.06% | — | |
| 36 | RXRX | Recursion Pharmaceuticals-a | Stock-Healthcare | 0.04% | -0.01% | — | |
| 37 | DNA | Ginkgo Bioworks Holdings Inc | Stock-Other | 0.02% | — | — | |
| 38 | TNYA | Tenaya Therapeutics Inc | Stock-Other | 0.02% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RVMD | Revolution Medicines Inc | +2.4% | -2.64% | Trim |
| 2 | RLAY | Relay Therapeutics Inc | +1.9% | +14.66% | Add |
| 3 | GH | Guardant Health Inc | +1.9% | +280.00% | Add |
| 4 | GPCR | Structure Therapeutics Inc | +1.5% | -24.44% | Trim |
| 5 | DNLI | Denali Therapeutics Inc | +0.8% | +106.74% | Add |
| 6 | ILMN | Illumina Inc | +0.7% | +14.29% | Add |
| 7 | PACB | Pacific Biosciences Of Calif | +0.4% | +483.58% | Add |
| 8 | MAZE | Maze Therapeutics Inc | +0.3% | — | Unchanged |
| 9 | UNH | Unitedhealth Group Inc | +0.3% | +100.00% | Add |
| 10 | SEPN | Septerna Inc | +0.1% | — | Unchanged |
| 11 | GLUE | Monte Rosa Therapeutics Inc | 0% | — | Unchanged |
| 12 | IPSC | Century Therapeutics Inc | 0% | — | Unchanged |
| 13 | DNA | Ginkgo Bioworks Holdings Inc | 0% | — | Unchanged |
| 14 | TNYA | Tenaya Therapeutics Inc | 0% | — | Unchanged |
| 15 | RXRX | Recursion Pharmaceuticals-a | 0% | — | Unchanged |
| 16 | ABSI | Absci CORP | 0% | — | Unchanged |
| 17 | CTNM | Contineum Therapeutics Inc-a | 0% | — | Unchanged |
| 18 | BBOT | Bridgebio Oncology Therapeut | -0.1% | — | Unchanged |
| 19 | VCYT | Veracyte Inc | -0.1% | — | Unchanged |
| 20 | INCY | Incyte CORP | -0.1% | — | Unchanged |
| 21 | SPRY | Ars Pharmaceuticals Inc | -0.2% | — | Unchanged |
| 22 | NGNE | Neurogene Inc | -0.2% | — | Unchanged |
| 23 | ALNY | Alnylam Pharmaceuticals Inc | -0.2% | +36.36% | Add |
| 24 | HIMS | Hims & Hers Health Inc | -0.3% | +67.39% | Add |
| 25 | BEAM | Beam Therapeutics Inc | -0.5% | — | Unchanged |
| 26 | PRME | Prime Medicine Inc | -0.8% | — | Unchanged |
| 27 | TEM | Tempus Ai Inc-cl A | -0.9% | — | Unchanged |
| 28 | LAB | Standard Biotools Inc | -1.4% | +14.47% | Add |
| 29 | RNAGBP | Avidity Biosciences Inc | -2% | -43.82% | Trim |
| 30 | WGS | Genedx Holdings CORP | -2.7% | — | Unchanged |
| 31 | BLFS | Biolife Solutions Inc | -5.3% | -11.18% | Trim |
| 32 | TXG | 10x Genomics Inc-class A | — | NEW | New buy |
| 33 | DXCM | Dexcom Inc | — | NEW | New buy |
| 34 | SRRK | Scholar Rock Holding CORP | — | NEW | New buy |
| 35 | CI | THE Cigna Group | — | NEW | New buy |
| 36 | DGX | Quest Diagnostics Inc | — | NEW | New buy |
| 37 | TSHA | Taysha Gene Therapies Inc | — | NEW | New buy |
| 38 | EXK | Exact Sciences CORP | — | EXIT | Sold out |
| 39 | LEGN | Legend Biotech Corp-adr | — | NEW | New buy |
According to official SEC Form 13F filings, Casdin Capital, LLC reported a total U.S. public equity portfolio value of $2.0B across 38 disclosed positions in Q4 2025.
During Q4 2025, Casdin Capital, LLC's top holdings by market value included WGS (24.3%)、RVMD (12.8%)、BLFS (8.9%). The largest single position, WGS, represented 24.3% of total portfolio value.
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Top New Position Initiated
TXG
市值: $22.8M
Top Position Liquidated / Trimmed
EXK
前期市值: $4.9M
In Q4 2025, Casdin Capital, LLC made 21 total portfolio adjustments, initiating 7 new buys, adding to 9 positions, trimming 4 holdings, and fully liquidating 1 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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