In Q2 2025, Casdin Capital held 32 positions worth $1.1B. They initiated 1 new position and exited 25. Their largest holding was WGSWW ($323.7M). Portfolio value shrank -8.9% versus the prior quarter.
Frequently asked questions
What stocks did Casdin Capital own in Q2 2025?
Casdin Capital held 32 biotech stocks in their 13F portfolio in Q2 2025. Their top positions include WGSWW, BLFS, RVMD, LAB, ILMN. 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 2025?
Casdin Capital's tracked biotech portfolio was worth $1.1B across 32 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 2025?
Casdin Capital initiated 1 new position in Q2 2025, including LLY. They also increased 9 existing positions.
What did Casdin Capital sell in Q2 2025?
Casdin Capital fully exited 25 positions in Q2 2025, including ABCL, PLRX, INCY, SAGE, SCLXW and 20 more. They also trimmed 12 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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