CC
Casdin Capital Portfolio holdings
AUM
$1.2B
1-Year Est. Return
36.59%
1 Year Est. Return
+36.59%
AUM
$1.2B
AUM Growth
+$101M
(+9.2%)
Holding
38
Top Buys
| 1 | +$23.7M | |
| 2 | +$16.1M | |
| 3 | +$9.24M | |
| 4 |
Prime Medicine
PRME
|
+$8.86M |
| 5 |
UnitedHealth
UNH
|
+$8.63M |
Top Sells
| 1 | +$53.9M | |
| 2 | +$46M | |
| 3 | +$25.5M | |
| 4 |
Codexis
CDXS
|
+$17.6M |
| 5 |
Sarepta Therapeutics
SRPT
|
+$16.9M |
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
GeneDx Holdings
WGS
$3.9B
| $324M | 27.01% |
3,007,164
-500,000
|
|
||
2
BioLife Solutions
BLFS
$1.2B
| $171M | 14.27% |
6,707,165
-1,000,000
|
|
||
3
Revolution Medicines
RVMD
$14.7B
| $124M | 10.31% |
2,647,333
-240,600
|
|
||
4
Standard BioTools
LAB
$588M
| $101M | 8.41% |
77,558,856
+1,483,220
|
|
||
5
Avidity Biosciences
RNA
$10.8B
| $77.6M | 6.47% |
1,780,000
+5,000
|
|
||
6
Relay Therapeutics
RLAY
$1.4B
| $59.2M | 4.94% |
11,341,381
-57,193
|
|
||
7
Illumina
ILMN
$19.8B
| $49.9M | 4.16% |
525,000
-120,000
|
|
||
8
Structure Therapeutics
GPCR
$4.32B
| $43.5M | 3.63% |
1,555,000
+330,000
|
|
||
9
Beam Therapeutics
BEAM
$2.61B
| $38.8M | 3.24% |
1,600,000
+150,000
|
|
||
10
Alnylam Pharmaceuticals
ALNY
$51.6B
| $25.1M | 2.09% |
55,000
-26,500
|
|
||
|
TEM
11
Tempus AI
TEM
$11.7B
| $23.7M | 1.98% |
+294,127
|
|
||
12
Neurogene
NGNE
$298M
| $22.4M | 1.87% |
1,295,361
|
|
||
|
MAZE
13
Maze Therapeutics
MAZE
$1.88B
| $19.7M | 1.64% |
758,857
|
|
||
|
14
Prime Medicine
PRME
$684M
| $17.5M | 1.46% |
3,167,175
+1,600,000
|
|
||
15
ARS Pharmaceuticals
SPRY
$1B
| $16.1M | 1.34% |
+1,600,000
|
|
||
16
Hims & Hers Health
HIMS
$8.05B
| $13M | 1.09% |
230,000
|
|
||
17
Denali Therapeutics
DNLI
$2.62B
| $12.9M | 1.08% |
890,000
|
|
||
|
SEPN
18
Septerna Inc
SEPN
$1.14B
| $10.4M | 0.87% |
553,268
|
|
||
19
Veracyte
VCYT
$3.31B
| $9.49M | 0.79% |
276,308
|
|
||
|
20
UnitedHealth
UNH
$301B
| $8.63M | 0.72% |
+25,000
|
|
||
21
Incyte
INCY
$19.2B
| $8.48M | 0.71% |
+100,000
|
|
||
22
Guardant Health
GH
$12.7B
| $6.25M | 0.52% |
100,000
|
|
||
23
Exact Sciences
EXAS
$19.3B
| $4.92M | 0.41% |
90,000
|
|
||
|
BBOT
24
BridgeBio Oncology
BBOT
$947M
| $3.27M | 0.27% |
+282,312
|
|
||
25
Absci
ABSI
$514M
| $2.96M | 0.25% |
973,260
|
|