In Q4 2025, Casdin Capital held 36 positions worth $1.6B. They initiated 6 new positions and exited 31. Their largest holding was WGSWW ($391.1M). Portfolio value grew +32.7% versus the prior quarter.
Frequently asked questions
What stocks did Casdin Capital own in Q4 2025?
Casdin Capital held 36 biotech stocks in their 13F portfolio in Q4 2025. Their top positions include WGSWW, RVMD, BLFS, LAB, RLAY. 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 Q4 2025?
Casdin Capital's tracked biotech portfolio was worth $1.6B across 36 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 Q4 2025?
Casdin Capital initiated 6 new positions in Q4 2025, including TXG, DXCM, CI, DGX, TSHA and 1 more. They also increased 8 existing positions.
What did Casdin Capital sell in Q4 2025?
Casdin Capital fully exited 31 positions in Q4 2025, including SCLXW, TWST, OPRX, RXDX, BEIGF and 26 more. They also trimmed 4 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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