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Casdin Capital, LLC

CIK 1534261 · latest 13F filed 14 August 2026 · Read the filing on EDGAR

Casdin Capital, LLC reported 43 US-listed holdings worth $2.00 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Revolution Medicines, Inc. (24.2%), Relay Therapeutics Inc. (15.0%) and Genedx Holdings Corp. (12.7%). Against the quarter before, it opened 6 positions, added to 9, trimmed 3 and sold out of 3.

Reported holdings$2.00B+51.3% on Q1 2026
Positions43+3 on Q1 2026
The largest ten77.4%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Where the money is
Added toHeldTrimmed
RVMD24.2%RLAY15.0%WGS12.7%BLFS6.6%ILMN4.7%LAB3.7%GPCR3.2%DNLI2.6%NGNE2.4%BEAM2.3%TXG2.0%SRRK1.8%PSNL1.7%GRAL1.6%29 more15.4%

The 14 largest of its 43 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $1.50 billion in 35 positions$1.50BQ3 24Q4 2024: $1.50 billion in 38 positions$1.50BQ4 24Q1 2025: $1.22 billion in 44 positions$1.22BQ1 25Q2 2025: $1.10 billion in 33 positions$1.10BQ2 25Q3 2025: $1.20 billion in 32 positions$1.20BQ3 25Q4 2025: $1.61 billion in 38 positions$1.61BQ4 25Q1 2026: $1.32 billion in 40 positions$1.32BQ1 26Q2 2026: $2.00 billion in 43 positions$2.00BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 6Added 9Held 25Trimmed 3Sold out 3
Opened: 6Added: 9Held: 25Trimmed: 3Sold out: 3

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 6

  1. Parabilis Medicines Inc. Com PBLS$17.7 million
  2. Sionna Therapeutics Inc SION$17.6 million
  3. Sarepta Therapeutics, Inc. SRPT$8.4 million
  4. Uniqure NV QURE$6.9 million
  5. Editas Medicine, Inc. EDIT$1.4 million
  6. Kardigan Inc. KARD$1.2 million

Added to 9

  1. Genedx Holdings Corp. WGS+700,000 shares · +23%
  2. Relay Therapeutics Inc. RLAY+1.6 million shares · +11%
  3. Scholar Rock Holding Corporation SRRK+315,000 shares · +90%
  4. Grail, Inc. GRAL+250,000 shares · +109%
  5. Personalis Inc. PSNL+950,000 shares · +59%
  6. Adlai Nortye Ltd ANL+711,539 shares · +132%
  7. Denali Therapeutics Inc. DNLI+205,000 shares · +11%
  8. Neurogene Inc. NGNE+125,000 shares · +9%

and 1 more in the table below

Trimmed 3

  1. 10X Genomics Inc. TXG-1.2 million shares · -54%
  2. Biolife Solutions Inc. BLFS-1.3 million shares · -22%
  3. Guardant Health Inc. GH-130,000 shares · -41%

Sold out of 3

  1. Qiagen NV Ord Shares QGEN$14.4 million last quarter
  2. Tempus Ai Inc. TEM$13.3 million last quarter
  3. Moonlake Immunotherapeutics MLTX$8.4 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Revolution Medicines, Inc. RVMD2,577,333$482.7 million24.16%no change
Relay Therapeutics Inc. RLAY16,035,240$300.0 million15.02%+1,616,666
Genedx Holdings Corp. WGS3,707,164$254.5 million12.74%+700,000
Biolife Solutions Inc. BLFS4,655,000$131.5 million6.58%-1,302,165
Illumina, Inc. ILMN530,000$93.2 million4.66%no change
Standard Biotools Inc. LAB88,783,856$73.0 million3.66%no change
Structure Therapeutics Inc. GPCR1,175,000$63.1 million3.16%no change
Denali Therapeutics Inc. DNLI2,045,000$52.6 million2.63%+205,000
Neurogene Inc. NGNE1,545,361$48.6 million2.43%+125,000
Beam Therapeutics Inc. BEAM1,350,000$46.3 million2.32%no change
10X Genomics Inc. TXG1,050,000$40.3 million2.02%-1,225,000
Scholar Rock Holding Corporation SRRK665,000$36.6 million1.83%+315,000
Personalis Inc. PSNL2,550,000$34.2 million1.71%+950,000
Grail, Inc. GRAL480,000$32.8 million1.64%+250,000
Guardant Health Inc. GH185,000$27.8 million1.39%-130,000
Maze Therapeatics MAZE843,857$25.2 million1.26%+85,000
Hims & Hers Health, Inc. HIMS700,000$24.3 million1.21%no change
Alnylam Pharmaceuticals Inc ALNY75,000$22.6 million1.13%no change
Taysha Gene Therapies Inc. TSHA3,250,000$22.1 million1.11%no change
Agomab Therapeutics NV AGMB1,550,000$20.1 million1.01%no change
Septerna Inc. SEPN553,268$18.5 million0.93%no change
Parabilis Medicines Inc. Com PBLS645,690$17.7 million0.88%new
Sionna Therapeutics Inc SION400,000$17.6 million0.88%new
Veracyte, Inc. VCYT276,308$16.2 million0.81%no change
Adlai Nortye Ltd ANL1,250,000$14.4 million0.72%+711,539
Prime Medicine Inc. PRME3,167,175$11.7 million0.58%no change
Absci Corporation ABSI973,260$11.3 million0.56%no change
Quest Diagnostics Inc. DGX50,000$10.6 million0.53%no change
Sarepta Therapeutics, Inc. SRPT470,000$8.4 million0.42%new
Uniqure NV QURE150,000$6.9 million0.35%new
Intellia Therapeutics Inc. NTLA355,000$6.0 million0.30%no change
Moderna, Inc. MRNA75,000$5.3 million0.26%no change
Disc Medicine Inc. IRON65,000$4.8 million0.24%no change
Monte Rosa Therapeutics Inc. GLUE186,014$4.5 million0.23%no change
Century Therapeutics Inc. IPSC1,228,190$3.0 million0.15%no change
Contineum Therapeutics Inc. CTNM148,333$2.4 million0.12%no change
Bridgebio Oncology Therapeutics Ord BBOT282,312$2.2 million0.11%no change
Editas Medicine, Inc. EDIT445,000$1.4 million0.07%new
Pacific Biosciences Calif in PACB723,767$1.2 million0.06%no change
Kardigan Inc. KARD50,000$1.2 million0.06%new
Recursion Pharmaceuticals in RXRX165,323$606,7350.03%no change
Ginkgo Bioworks Holdings Inc DNA36,493$361,6460.02%no change
Tenaya Therapeutics Inc. TNYA361,969$267,5310.01%no change
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 3 it sold out of are in the box above.