In Q3 2023, Casdin Capital held 31 positions worth $747.4M. They initiated 2 new positions and exited 6. Their largest holding was SRPT ($122.5M). Portfolio value shrank -24.2% versus the prior quarter.
Frequently asked questions
What stocks did Casdin Capital own in Q3 2023?
Casdin Capital held 31 biotech stocks in their 13F portfolio in Q3 2023. Their top positions include SRPT, BLFS, GPCR, RLAY, RVMD. 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 Q3 2023?
Casdin Capital's tracked biotech portfolio was worth $747.4M across 31 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 Q3 2023?
Casdin Capital initiated 2 new positions in Q3 2023, including PACB, CDXS. They also increased 6 existing positions.
What did Casdin Capital sell in Q3 2023?
Casdin Capital fully exited 6 positions in Q3 2023, including SCLXW, TWST, OPRX, RXDX, INCY and 1 more. They also trimmed 11 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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