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Eli Casdin

Eli Casdin

Casdin Capital

Value

1.6B

Stocks

38 Stocks (7 new)

Turnover

6.76%

CIK

1534261

Top Holdings

WGS(24.29%) RVMD(12.75%) BLFS(8.95%) LAB(7.06%) RLAY(6.83%)

About Investor

Established investor leading Casdin Capital, with expertise in fundamental analysis and long-term value creation. Has built a strong track record by focusing on fundamental research and maintaining a consistent investment approach through various market environments.

Investor Philosophy

Specializes in fundamental analysis and long-term value creation through a disciplined investment approach. Emphasizes thorough research, risk management, and identifying opportunities across market cycles. Known for maintaining a consistent strategy while adapting to changing market conditions.

Ticker Put/Call Company Name Industry Value Shares Weighting % Share Change Change in Share % Market Cap
WGS - GENEDX HOLDINGS CORP Health Care 391.11M 3,007,164 24.29% 0 - 2,640M
RVMD - REVOLUTION MEDICINES INC Health Care 205.28M 2,577,333 12.75% -70,000 -2.64% 19,222M
BLFS - BIOLIFE SOLUTIONS INC Health Care 144.04M 5,957,165 8.95% -750,000 -11.18% 1,097M
LAB - STANDARD BIOTOOLS INC Health Care 113.64M 88,783,856 7.06% 11,225,000 14.47% 438M
RLAY - RELAY THERAPEUTICS INC Health Care 110.01M 13,003,574 6.83% 1,662,193 14.66% 1,574M
GPCR - STRUCTURE THERAPEUTICS INC Health Care 81.72M 1,175,000 5.08% -380,000 -24.44% 4,904M
ILMN - ILLUMINA INC Health Care 78.70M 600,000 4.89% 75,000 14.29% 18,450M
RNA - AVIDITY BIOSCIENCES INC Health Care 72.13M 1,000,000 4.48% -780,000 -43.82% 11,241M
BEAM - BEAM THERAPEUTICS INC Health Care 44.35M 1,600,000 2.75% 0 - 2,790M
GH - GUARDANT HEALTH INC Health Care 38.81M 380,000 2.41% 280,000 280.00% 13,974M
MAZE - MAZE THERAPEUTICS INC Health Care 31.44M 758,857 1.95% 0 - 2,169M
DNLI - DENALI THERAPEUTICS INC Health Care 30.38M 1,840,000 1.89% 950,000 106.74% 2,978M
ALNY - ALNYLAM PHARMACEUTICALS INC Health Care 29.82M 75,000 1.85% 20,000 36.36% 44,219M
NGNE - NEUROGENE INC Health Care 26.68M 1,295,361 1.66% 0 - 264M
TXG - 10X GENOMICS INC Health Care 22.83M 1,400,000 1.42% 1,400,000 New Buy 2,492M
SPRY - ARS PHARMACEUTICALS INC Health Care 18.64M 1,600,000 1.16% 0 - 930M
TEM - TEMPUS AI INC Health Care 17.37M 294,127 1.08% 0 - 9,915M
UNH - UNITEDHEALTH GROUP INC Health Care 16.51M 50,000 1.03% 25,000 100.00% 261,362M
SEPN - SEPTERNA INC Health Care 15.43M 553,268 0.96% 0 - 1,268M
HIMS - HIMS & HERS HEALTH INC Health Care 12.50M 385,000 0.78% 155,000 67.39% 3,592M
VCYT - VERACYTE INC Health Care 11.63M 276,308 0.72% 0 - 2,883M
DXCM - DEXCOM INC Health Care 11.61M 175,000 0.72% 175,000 New Buy 28,202M
SRRK - SCHOLAR ROCK HLDG CORP Health Care 11.45M 260,000 0.71% 260,000 New Buy 4,763M
CI - THE CIGNA GROUP Health Care 11.01M 40,000 0.68% 40,000 New Buy 77,499M
PRME - PRIME MEDICINE INC Health Care 10.99M 3,167,175 0.68% 0 - 588M
INCY - INCYTE CORP Health Care 9.88M 100,000 0.61% 0 - 20,481M
DGX - QUEST DIAGNOSTICS INC Health Care 8.68M 50,000 0.54% 50,000 New Buy 22,673M
TSHA - TAYSHA GENE THERAPIES INC Health Care 8.25M 1,500,000 0.51% 1,500,000 New Buy 1,267M
PACB - PACIFIC BIOSCIENCES CALIF IN Health Care 7.90M 4,223,767 0.49% 3,500,000 483.58% 503M
LEGN - LEGEND BIOTECH CORP Health Care 4.67M 215,000 0.29% 215,000 New Buy 3,416M
BBOT - BRIDGEBIO ONCOLOGY THERAPEUT Health Care 3.53M 282,312 0.22% 0 - 857M
ABSI - ABSCI CORPORATION Health Care 3.40M 973,260 0.21% 0 - 403M
CTNM - CONTINEUM THERAPEUTICS INC Health Care 1.70M 148,333 0.11% 0 - 555M
GLUE - MONTE ROSA THERAPEUTICS INC Health Care 1.35M 86,014 0.08% 0 - 1,394M
IPSC - CENTURY THERAPEUTICS INC Health Care 1.22M 1,228,190 0.08% 0 - 183M
RXRX - RECURSION PHARMACEUTICALS IN Health Care 0.68M 165,323 0.04% 0 - 1,775M
DNA - GINKGO BIOWORKS HOLDINGS INC Health Care 0.30M 36,493 0.02% 0 - 545M
TNYA - TENAYA THERAPEUTICS INC Health Care 0.26M 361,969 0.02% 0 - 138M

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