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Eli Casdin — Institutional Investor Profile | Buyside Digest

Eli Casdin

✓ Verified

Institutional Investor • Casdin Capital

Value

$1.6B

Stocks

40 Stocks

Turnover

0.0%

CIK

0001534261EDGAR ↗

Top Holdings

RVMD(24.64%) RLAY(15.32%) GDXD(12.99%) BLFS(6.71%) ILMN(4.76%)

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

Investment philosophy details pending verification.

Eli Casdin Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Weight	% Chg
RVMD	None	Revolution Medicines, Inc.	Healthcare	$482.7M	24.6%	No Change
RLAY	None	RELAY THERAPEUTICS INC	General	$300.0M	15.3%	No Change
GDXD	None	GeneDx Holdings Corp	Industrials	$254.5M	13.0%	No Change
BLFS	None	BioLife Solutions, Inc.	Healthcare	$131.5M	6.7%	No Change
ILMN	None	Illumina, Inc.	Health Care	$93.2M	4.8%	No Change
LAB	None	STANDARD BIOTOOLS INC	General	$73.0M	3.7%	No Change
GTOS	None	Structure Therapeutics Inc.	General	$63.1M	3.2%	No Change
DNLI	None	Denali Therapeutics Inc.	Health Care	$52.6M	2.7%	No Change
NGNE	None	NEUROGENE INC	General	$48.6M	2.5%	No Change
BEAM	None	Beam Therapeutics Inc.	Health Care	$46.3M	2.4%	No Change

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
No recent buys.

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
No recent sells.

13F Sector Breakdown

General37.6%

Healthcare31.4%

Health Care18.0%

Industrials13.0%

Sector	Stocks	Value	Exposure
General	23	$736.6M	37.6%
Healthcare	3	$614.7M	31.4%
Health Care	13	$352.9M	18.0%
Industrials	1	$254.5M	13.0%