In Q2 2023, Casdin Capital held 33 positions worth $986.5M. They initiated 4 new positions and exited 2. Their largest holding was BLFS ($170.6M).
Frequently asked questions
What stocks did Casdin Capital own in Q2 2023?
Casdin Capital held 33 biotech stocks in their 13F portfolio in Q2 2023. Their top positions include BLFS, SRPT, RLAY, ALNY, NTLA. The full holdings table is available on BiotechEdge with position sizes, quarter-over-quarter changes, and AI analysis.
How much was Casdin Capital's portfolio worth in Q2 2023?
Casdin Capital's tracked biotech portfolio was worth $986.5M across 33 positions, with total assets under management of approximately $2B. Portfolio values are based on 13F filings with the SEC.
What did Casdin Capital buy in Q2 2023?
Casdin Capital initiated 4 new positions in Q2 2023, including SANA, SAGE, LAB, SCLXW. They also increased 7 existing positions.
What did Casdin Capital sell in Q2 2023?
Casdin Capital fully exited 2 positions in Q2 2023, including OPRX, RXDX. They also trimmed 9 existing positions.
Is Casdin Capital a biotech fund?
Life sciences tools and genomics specialist. Casdin Capital focuses on the "picks and shovels" of biotech—sequencing platforms, diagnostics companies, and enabling technologies—rather than traditional drug development bets. Known for early conviction in the genomics revolution.
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