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Casdin Capital, LLC

All holdings · as of Dec 31, 2025

38 positions

CompanyClassValue ↓Shares% of portfolio
GeneDx Holdings Corp.—$391.11M3,007,16424.3%
Revolution Medicines, Inc.—$205.28M2,577,33312.8%
BIOLIFE SOLUTIONS INC—$144.04M5,957,1658.9%
STANDARD BIOTOOLS INC.—$113.64M88,783,8567.1%
Relay Therapeutics, Inc.—$110.01M13,003,5746.8%
Structure Therapeutics Inc.GPCRADR$81.72M1,175,0005.1%
Illumina Inc—$78.70M600,0004.9%
Avidity Biosciences, Inc.—$72.13M1,000,0004.5%
Beam Therapeutics Inc.—$44.35M1,600,0002.8%
Guardant Health, Inc.—$38.81M380,0002.4%
Maze Therapeutics, Inc.—$31.44M758,8572.0%
Denali Therapeutics Inc.—$30.38M1,840,0001.9%
Alnylam Pharmaceuticals Inc—$29.82M75,0001.9%
Neurogene Inc.NGNECommon Stock$26.68M1,295,3611.7%
10x Genomics, Inc.—$22.83M1,400,0001.4%
ARS Pharmaceuticals, Inc.—$18.64M1,600,0001.2%
Tempus AI, Inc.—$17.37M294,1271.1%
UNITEDHEALTH GROUP INC—$16.51M50,0001.0%
Septerna, Inc.SEPNCommon Stock$15.43M553,2681.0%
HIMS & HERS HEALTH, INC.—$12.50M385,0000.8%
VERACYTE INC—$11.63M276,3080.7%
Dexcom Inc—$11.61M175,0000.7%
Scholar Rock Holding Corp—$11.45M260,0000.7%
Cigna Group—$11.01M40,0000.7%
Prime Medicine, Inc.PRMECommon Stock$10.99M3,167,1750.7%
INCYTE CORP—$9.88M100,0000.6%
Quest Diagnostics Inc—$8.68M50,0000.5%
Taysha Gene Therapies, Inc.TSHACommon Stock$8.25M1,500,0000.5%
PACIFIC BIOSCIENCES OF CALIFORNIA, INC.—$7.90M4,223,7670.5%
LEGEND BIOTECH CORPLEGNADR$4.67M215,0000.3%
BridgeBio Oncology Therapeutics, Inc.BBOTCommon Stock$3.53M282,3120.2%
Absci Corp—$3.40M973,2600.2%
Contineum Therapeutics, Inc.—$1.70M148,3330.1%
Monte Rosa Therapeutics, Inc.—$1.35M86,0140.1%
Century Therapeutics, Inc.IPSCCommon Stock$1.22M1,228,1900.1%
RECURSION PHARMACEUTICALS, INC.—$676.2K165,3230.0%
Ginkgo Bioworks Holdings, Inc.—$303.3K36,4930.0%
Tenaya Therapeutics, Inc.TNYACommon Stock$257.5K361,9690.0%
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