Casdin Capital, LLC
•CIK: 1534261•Filing: Q4 2025
**Casdin Capital, LLC** manages $1.6B across a portfolio of 38 positions, exhibiting a concentrated, deep-value approach. The fund's largest allocation is to WGS at $391.1M, followed by RVMD ($205.3M) and BLFS ($144.0M). Notable holdings also include FLB ($113.6M) and RLAY ($110.0M), suggesting a focus on specific sector opportunities within its mandate. This structure indicates significant conviction in its top ten names, which account for over 80% of reported exposure.
Total AUM
$1.6B
QoQ Performance
+34.2%
Positions
38
Top 10 Concentration
79.5%
Latest Filing
Q4 2025
Top Holdings Allocation
WGS
RVMD
BLFS
FLB
RLAY
GPCR
WGS24.3%
RVMD12.8%
BLFS8.9%
FLB7.1%
RLAY6.8%
GPCR5.1%
ILMN4.9%
RNAGBP4.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other98.3%
Healthcare1.7%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW7 new positions
↑9 increased
↓4 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023