AI Portfolio Summary
In 2025 Q4, Casdin Capital, LLC maintained a portfolio of 39 distinct positions. The most significant new addition to the portfolio was 10X GENOMICS INC, which now represents 1.42% of the total fund value. They heavily accumulated shares in STANDARD BIOTOOLS IN, increasing their position by 14.5%. Conversely, Casdin Capital, LLC completely exited their position in EXACT SCIENCES CORP.
Total Positions
39
Quarter
2025 Q4
Top Holding
WGS (24.3%)
Top 10 Concentration
79.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 39
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
WGS
GENEDX HOLDINGS...
|
Healthcare | 24.29% | 27.01% |
#1
Prev: #1
|
9.7 | no change | no change |
P
S
|
3,007,164 | $391,111,750 | 2023 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RVMD
REVOLUTION MEDI...
|
Healthcare | 12.75% | 10.31% |
#2
1
Prev: #3
|
5.1 | -70,000 | -2.6% |
P
S
|
2,577,333 | $205,284,573 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BLFS
BIOLIFE SOLUTIO...
|
Healthcare | 8.95% | 14.27% |
#3
1
Prev: #2
|
3.6 | -750,000 | -11.2% |
P
S
|
5,957,165 | $144,044,250 | 2018 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LAB
STANDARD BIOTOO...
|
Healthcare | 7.06% | 8.41% |
#4
Prev: #4
|
4.9 | 11,225,000 | 14.5% |
P
S
|
88,783,856 | $113,643,336 | 2023 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RLAY
RELAY THERAPEUT...
|
Healthcare | 6.83% | 4.94% |
#5
1
Prev: #6
|
4.8 | 1,662,193 | 14.7% |
P
S
|
13,003,574 | $110,010,236 | 2020 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GPCR
STRUCTURE THERA...
|
Healthcare | 5.08% | 3.63% |
#6
2
Prev: #8
|
2.1 | -380,000 | -24.4% |
P
S
|
1,175,000 | $81,721,250 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ILMN
ILLUMINA INC
|
Healthcare | 4.89% | 4.16% |
#7
Prev: #7
|
4.0 | 75,000 | 14.3% |
P
S
|
600,000 | $78,696,000 | 2015 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RNA
AVIDITY BIOSCIE...
|
Healthcare | 4.48% | 6.47% |
#8
3
Prev: #5
|
1.9 | -780,000 | -43.8% |
P
S
|
1,000,000 | $72,130,000 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BEAM
BEAM THERAPEUTI...
|
Healthcare | 2.75% | 3.24% |
#9
Prev: #9
|
1.1 | no change | no change |
P
S
|
1,600,000 | $44,352,000 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GH
GUARDANT HEALTH...
|
Healthcare | 2.41% | 0.52% |
#10
12
Prev: #22
|
3.3 | 280,000 | 280.0% |
P
S
|
380,000 | $38,813,200 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MAZE
MAZE THERAPEUTI...
|
Healthcare | 1.95% | 1.64% |
#11
2
Prev: #13
|
0.8 | no change | no change |
P
S
|
758,857 | $31,439,446 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DNLI
DENALI THERAPEU...
|
Healthcare | 1.89% | 1.08% |
#12
5
Prev: #17
|
3.1 | 950,000 | 106.7% |
P
S
|
1,840,000 | $30,378,400 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ALNY
ALNYLAM PHARMAC...
|
Healthcare | 1.85% | 2.09% |
#13
3
Prev: #10
|
2.9 | 20,000 | 36.4% |
P
S
|
75,000 | $29,823,750 | 2015 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NGNE
NEUROGENE INC
|
Healthcare | 1.66% | 1.87% |
#14
2
Prev: #12
|
0.7 | no change | no change |
P
S
|
1,295,361 | $26,684,437 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TXG
10X GENOMICS IN...
|
Healthcare | 1.42% | — |
#15
Prev: #—
|
2.6 | 1,400,000 | no change |
NEW
|
1,400,000 | $22,834,000 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPRY
ARS PHARMACEUTI...
|
Healthcare | 1.16% | 1.34% |
#16
1
Prev: #15
|
0.5 | no change | no change |
P
S
|
1,600,000 | $18,640,000 | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TEM
TEMPUS AI INC
|
Healthcare | 1.08% | 1.98% |
#17
6
Prev: #11
|
0.4 | no change | no change |
P
S
|
294,127 | $17,368,199 | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 1.03% | 0.72% |
#18
2
Prev: #20
|
2.7 | 25,000 | 100.0% |
P
S
|
50,000 | $16,505,500 | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SEPN
SEPTERNA INC
|
Healthcare | 0.96% | 0.87% |
#19
1
Prev: #18
|
0.4 | no change | no change |
P
S
|
553,268 | $15,425,112 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HIMS
HIMS & HERS HEA...
|
Healthcare | 0.78% | 1.09% |
#20
4
Prev: #16
|
2.5 | 155,000 | 67.4% |
P
S
|
385,000 | $12,500,950 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VCYT
VERACYTE INC
|
Healthcare | 0.72% | 0.79% |
#21
2
Prev: #19
|
0.3 | no change | no change |
P
S
|
276,308 | $11,632,567 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DXCM
DEXCOM INC
|
Healthcare | 0.72% | — |
#22
Prev: #—
|
2.3 | 175,000 | no change |
NEW
|
175,000 | $11,614,750 | 2015 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SRRK
SCHOLAR ROCK HL...
|
Healthcare | 0.71% | — |
#23
Prev: #—
|
2.3 | 260,000 | no change |
NEW
|
260,000 | $11,453,000 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CI
THE CIGNA GROUP
|
Healthcare | 0.68% | — |
#24
Prev: #—
|
2.3 | 40,000 | no change |
NEW
|
40,000 | $11,009,200 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PRME
PRIME MEDICINE ...
|
Healthcare | 0.68% | 1.46% |
#25
11
Prev: #14
|
0.3 | no change | no change |
P
S
|
3,167,175 | $10,990,097 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EXAS
EXACT SCIENCES ...
|
Healthcare | 0.00% | 0.41% |
Sold All 😨
(Was: #23) |
0.3 | -90,000 | -100.0% |
CLOSED
|
— | $— | 2016 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 39 holdings