CC

Casdin Capital, LLC

13F
Casdin Capital, LLC
Last update 2024-11-15 35 Stocks (0 new)
Value $1.50 Bil Turnover 7 %
Countries:
Top Holdings: BLFS(14.54%)RVMD(12.44%)WGS(9.92%)LAB(9.17%)SRPT(8.94%)
Portfolio Report
Summary Stock Picks Current Portfolio
Casdin Capital, LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BLFS 		BioLife Solutions Inc
8,707,165
218027.410
0%
14.540
0%
18.870
+14.29%
+3.20%
1239.002
Medical Devices & Instruments
RVMD 		Revolution Medicines Inc
4,114,283
186582.730
-6.64%
12.440
-0.87%
2.450
-18.39%
-8.60%
7384.427
Biotechnology
WGS 		GeneDx Holdings Corp
3,507,164
148844.040
-0.55%
9.920
-0.04%
12.770
+21.42%
-5.23%
1989.204
Healthcare Providers & Services
LAB 		Standard BioTools Inc
71,254,677
137521.530
+11.41%
9.170
+0.94%
19.140
+7.41%
+16.00%
751.963
Medical Devices & Instruments
SRPT 		Sarepta Therapeutics Inc
1,073,500
134069.420
0%
8.940
0%
1.120
-3.56%
-1.86%
11398.360
Biotechnology
ILMN 		Illumina Inc
750,000
97807.500
+56.25%
6.520
+2.35%
0.470
-7.68%
+1.98%
21599.734
Medical Diagnostics & Research
RNA 		Avidity Biosciences Inc
2,084,841
95756.750
0%
6.380
0%
1.750
-40.32%
-4.16%
3325.151
Biotechnology
RLAY 		Relay Therapeutics Inc
9,251,108
65497.850
+9.50%
4.370
+0.38%
5.530
-43.25%
-7.16%
637.729
Biotechnology
ALNY 		Alnylam Pharmaceuticals Inc
170,000
46755.100
0%
3.120
0%
0.130
-12.45%
+6.91%
32375.500
Biotechnology
EXAS 		Exact Sciences Corp
650,000
44278.000
0%
2.950
0%
0.350
-23.42%
-4.66%
9905.283
Medical Diagnostics & Research

Casdin Capital, LLC's Historical Top Holdings Breakdowns

Casdin Capital, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
LAB 		Standard BioTools Inc2024-03-31Add
+12.23%
●
1.87 ($2.41) 2.78
$2.02
-16.18%
Add 5058.97%
61,907,605
60,707,605
RVMD 		Revolution Medicines Inc2023-12-31Add
+10.99%
●
18.35 ($24.03) 34.12
$39.96
66.29%
Add 215.73%
5,714,775
3,904,775
EQRX EQRx Inc2023-12-31Sold Out
-9.71%
●
2.04 ($2.25) 2.47
$2.34
4.00%
Sold Out
0
-39,527,669
ILMN 		Illumina Inc2023-12-31Add
+3.94%
●
92.79 ($118.59) 142.53
$136.19
14.84%
Add 1152%
313,000
288,000
RLAY 		Relay Therapeutics Inc2023-03-31Add
+3.62%
●
15 ($17.93) 22.76
$3.81
-78.75%
Add 88.03%
5,698,574
2,667,926
SLGC SomaLogic Inc2024-03-31Sold Out
-3.13%
●
2.1 ($2.26) 2.45
$2.10
-7.08%
Sold Out
0
-12,604,275
NTLA 		Intellia Therapeutics Inc2023-03-31Add
+3.01%
●
33.3 ($39.22) 44.82
$9.71
-75.24%
Add 332.2%
1,275,000
980,000
RVMD 		Revolution Medicines Inc2024-06-30Reduce
-2.90%
●
30.14 ($37.38) 40.68
$39.96
6.90%
Reduce -21.55%
4,406,875
-1,210,724
BPMC 		Blueprint Medicines Corp2023-03-31Reduce
-2.74%
●
37.97 ($45.05) 50
$104.89
132.83%
Reduce -54.66%
670,000
-807,800
CTLT 		Catalent Inc2023-06-30New Buy
+2.73%
●
31.86 ($44.27) 67.26
$63.48
43.39%
New holding
720,000
720,000

Casdin Capital, LLC Total Holding History ($B)

To

Casdin Capital, LLC's Asset Allocation

To

Casdin Capital, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Casdin Capital, LLC's Hypothetical Growth since 2024-09-30

Casdin Capital, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Casdin Capital, LLC's Holdings Heat Map

Size field:

Casdin Capital, LLC's Holdings Bubble Chart

Casdin Capital, LLC News

  • 1

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