Casdin Capital, LLC Portfolio Holdings by Sector
Casdin Capital, LLC
- $734 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Biotechnology | Healthcare
RVMD RNA RLAY BEAM ALNY DNLI VCYT INCY 14 stocks |
$360,754
50.36% of portfolio
|
  4  
|
  3  
|
  2  
|
- |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
BLFS 1 stocks |
$171,099
23.89% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
LAB ILMN GH EXAS 4 stocks |
$161,856
22.6% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
HIMS 1 stocks |
$13,045
1.82% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$8,632
1.21% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
PACB 1 stocks |
$926
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|