Casdin Capital, LLC

Comprehensive Analysis of Casdin Capital, LLC SEC 13F Filing (Q3 2025)

Portfolio Overview

Casdin Capital’s filing for the period ending September 30, 2025, reveals a concentrated, high-conviction portfolio with a specific focus on the life sciences sector. The total portfolio value decreased slightly by 2.8%, settling at $1.07 billion, down from $1.10 billion in the previous quarter. The fund maintains a relatively compact list of 26 holdings, indicating a strategy that favors depth over b...