Casdin Capital, LLC
Hedge Fund • Sector
Casdin Capital, LLC is a Sector-focused Hedge Fund based in New York, NY led by Eli D Casdin, reporting $2.9B in AUM as of Q3 2025 with 96% Healthcare concentration, 86% concentrated in top 10 holdings, and 28% allocation to WGS.
Managing PartnerEli D Casdin
- Portfolio Value
- $1.2B
- Positions
- 30
- Top Holding
- WGS at 28.05%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Casdin Capital, LLC's portfolio (86% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Medical - Healthcare Information Services Healthcare | $324.0M | 28.05% | -$53.9M Sold | 10.47% 3.0M shares | |
Medical - Instruments & Supplies Healthcare | $171.1M | 14.81% | -$25.5M Sold | 14.00% 6.7M shares | |
Biotechnology Healthcare | $123.6M | 10.70% | -$11.2M Sold | 1.42% 2.6M shares | |
Medical - Diagnostics & Research Healthcare | $100.8M | 8.73% | +$1.9M Bought | 20.30% 77.6M shares | |
Biotechnology Healthcare | $77.6M | 6.71% | +$217.9K Bought | 1.22% 1.8M shares | |
Biotechnology Healthcare | $59.2M | 5.12% | -$298.5K Sold | 6.58% 11.3M shares | |
Medical - Diagnostics & Research Healthcare | $49.9M | 4.32% | -$11.4M Sold | 0.34% 525.0K shares | |
Biotechnology Healthcare | $38.8M | 3.36% | +$3.6M Bought | 1.58% 1.6M shares | |
Biotechnology Healthcare | $25.1M | 2.17% | -$12.1M Sold | 0.04% 55.0K shares | |
Medical - Diagnostics & Research Healthcare | $23.7M | 2.05% | +$23.7M New | 0.17% 294.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Casdin Capital, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
+102.09% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Casdin Capital, LLC
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