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Casdin Capital, LLC

CIK:0001534261
Hedge Fund
$3B AUM
33 holdings
New York, NY, United States
Founded:2011
33 employees
Latest filing:Jun 30, 2025

Casdin Capital, LLC is a New York-based hedge fund specializing in investments across the life sciences and healthcare sectors. Founded by Eli Casdin in 2011, the firm manages a team of approximately 33 employees as of 2025, with a focus on companies driving innovation in biotechnology, medical devices, diagnostics, and related technologies. Casdin Capital serves institutional investors and high-net-worth individuals, leveraging specialized expertise to identify high-growth opportunities in science-driven markets.

Investment Strategy

Casdin Capital employs a long-term fundamental investment approach focusing on life sciences, biotechnology, diagnostics, and broader healthcare innovation. The firm invests in both public and private companies, emphasizing emerging and disruptive technologies that have the potential to transform healthcare markets. Their philosophy combines deep scientific diligence with financial analysis to identify under-appreciated growth and value opportunities, typically maintaining a concentrated portfolio of high-conviction positions in companies at the forefront of medical advancements.

Latest 13F Filing Activity

Casdin Capital, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 33 equity positions with a total 13F market value of $1B. The fund increased holdings in Verve Therapeutics Inc., Relay Therapeutics Inc., Illumina Inc. among other positions. Casdin Capital, LLC reduced exposure to Sarepta Therapeutics Inc., Biolife Solutions Inc., Blueprint Medicines Corp. among others.

Top Buys
V
VERVVERVE THERAPEUTICS INC
+$27.7M
R
RLAYRELAY THERAPEUTICS INC
+$15.6M
I
ILMNILLUMINA INC
+$14.3M
G
GPCRSTRUCTURE THERAPEUTICS INC
+$13.3M
W
WGSGENEDX HOLDINGS CORP
+$13.1M
Top Sells
S
SRPTSAREPTA THERAPEUTICS INC
-$40.6M
B
BLFSBIOLIFE SOLUTIONS INC
-$32.9M
B
BPMCBLUEPRINT MEDICINES CORP
-$28.9M
R
RVMDREVOLUTION MEDICINES INC
-$24.5M
N
NTLAINTELLIA THERAPEUTICS INC
-$14.2M

Top Holdings

W
WGSGENEDX HOLDINGS CORP
+29.5%$323.7M
B
BLFSBIOLIFE SOLUTIONS INC
+15.1%$166.0M
R
RVMDREVOLUTION MEDICINES INC
+9.7%$106.2M
L
LABSTANDARD BIOTOOLS INC
+8.3%$91.3M
I
ILMNILLUMINA INC
+5.6%$61.5M

Equity Positions (33)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
GENEDX HOLDINGS CORP29.48%$323.7M3,507,164$8.51$92.31+$13.1M
BIOLIFE SOLUTIONS INC15.12%$166.0M7,707,165$22.13$21.54-$32.9M
REVOLUTION MEDICINES INC9.68%$106.2M2,887,933$28.23$36.79-$24.5M
STANDARD BIOTOOLS INC8.31%$91.3M76,075,636$2.49$1.20+$9.1M
ILLUMINA INC5.60%$61.5M645,000$123.31$95.41+$14.3M

Industry Allocation

SERVICES-HEALTH SERVICES
+27.0%
BIOLOGICAL PRODUCTS, (NO DIAGNOSTIC SUBSTANCES)
+22.9%
PHARMACEUTICAL PREPARATIONS
+16.4%
ELECTROMEDICAL & ELECTROTHERAPEUTIC APPARATUS
+14.3%
LABORATORY ANALYTICAL INSTRUMENTS
+12.6%

Investment Team (8)

NameRoleLocationLinkedIn
B
Brad Weisgerber
TraderHoboken, NJ , United States
Jack McGuire
Jack McGuire
AssociateNew York, NY , United States
Eileen Maysek
Eileen Maysek
Research AnalystUnited States
Jamie Skaggs
Jamie Skaggs
AssociateNew York, NY , United States
Justin Harris
Justin Harris
Senior Quantitative AnalystNew York, NY , United States
Noah Burhance
Noah Burhance
Research AssociateNew York, NY , United States
Ryan Blicker
Ryan Blicker
Research AnalystBoston, MA , United States
Yi Song
Yi Song
AssociateNew York, NY , United States