Casdin Capital, LLC — 13F Holdings & Portfolio
CIK 1534261 · latest 13F-HR filed 2026-08-14
Casdin Capital, LLC manages $2.00B in 13F-reported U.S. long-equity assets across 43 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are RVMD (24.16%), RLAY (15.02%), WGS (12.74%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 6 new positions and exited 3; 32 existing positions rose in reported value and 4 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Long-equity book
Distinct positions
Filed 2026-08-14
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
| Name | Title / Status | Ownership | Type |
|---|
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- REVOLUTION MEDICINES INC$232.0M +92.6%
- RELAY THERAPEUTICS INC$156.6M +109.1%
- GENEDX HOLDINGS CORP$61.4M +31.8%
- ILLUMINA INC$27.9M +42.6%
- PERSONALIS INC$24.0M +235.3%
Top Trims
- STANDARD BIOTOOLS INC-$8.6M -10.5%
- 10X GENOMICS INC-$8.0M -16.6%
- ALNYLAM PHARMACEUTICALS INC-$2.2M -9.0%
- BRIDGEBIO ONCOLOGY THERAPEUT-$375.5K -14.9%
New Positions
- PARABILIS MEDICINES INC$17.7M
- SIONNA THERAPEUTICS INC$17.6M
- SAREPTA THERAPEUTICS INC$8.4M
- UNIQURE NV$6.9M
- EDITAS MEDICINE INC$1.4M
Casdin Capital, LLC Holdings (2026-06-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | REVOLUTION MEDICINES INC | RVMD | 76155X100 | $482.7M | 24.16% | 2,577,333 | SH |
| 2 | RELAY THERAPEUTICS INC | RLAY | 75943R102 | $300.0M | 15.02% | 16,035,240 | SH |
| 3 | GENEDX HOLDINGS CORP | WGS | 81663L200 | $254.5M | 12.74% | 3,707,164 | SH |
| 4 | BIOLIFE SOLUTIONS INC | BLFS | 09062W204 | $131.5M | 6.58% | 4,655,000 | SH |
| 5 | ILLUMINA INC | ILMN | 452327109 | $93.2M | 4.66% | 530,000 | SH |
| 6 | STANDARD BIOTOOLS INC | LAB | 34385P108 | $73.0M | 3.66% | 88,783,856 | SH |
| 7 | STRUCTURE THERAPEUTICS INC | GPCR | 86366E106 | $63.1M | 3.16% | 1,175,000 | SH |
| 8 | DENALI THERAPEUTICS INC | DNLI | 24823R105 | $52.6M | 2.63% | 2,045,000 | SH |
| 9 | NEUROGENE INC | NGNE | 64135M105 | $48.6M | 2.43% | 1,545,361 | SH |
| 10 | BEAM THERAPEUTICS INC | BEAM | 07373V105 | $46.3M | 2.32% | 1,350,000 | SH |
| 11 | 10X GENOMICS INC | TXG | 88025U109 | $40.3M | 2.02% | 1,050,000 | SH |
| 12 | SCHOLAR ROCK HLDG CORP | SRRK | 80706P103 | $36.6M | 1.83% | 665,000 | SH |
| 13 | PERSONALIS INC | PSNL | 71535D106 | $34.2M | 1.71% | 2,550,000 | SH |
| 14 | GRAIL INC | GRAL | 384747101 | $32.8M | 1.64% | 480,000 | SH |
| 15 | GUARDANT HEALTH INC | GH | 40131M109 | $27.8M | 1.39% | 185,000 | SH |
| 16 | MAZE THERAPEUTICS INC | MAZE | 578784100 | $25.2M | 1.26% | 843,857 | SH |
| 17 | HIMS & HERS HEALTH INC | HIMS | 433000106 | $24.3M | 1.21% | 700,000 | SH |
| 18 | ALNYLAM PHARMACEUTICALS INC | ALNY | 02043Q107 | $22.6M | 1.13% | 75,000 | SH |
| 19 | TAYSHA GENE THERAPIES INC | TSHA | 877619106 | $22.1M | 1.11% | 3,250,000 | SH |
| 20 | AGOMAB THERAPEUTICS NV | AGMB | 00860C102 | $20.1M | 1.01% | 1,550,000 | SH |
| 21 | SEPTERNA INC | SEPN | 81734D104 | $18.5M | 0.93% | 553,268 | SH |
| 22 | PARABILIS MEDICINES INC | PBLS | 698955101 | $17.7M | 0.88% | 645,690 | SH |
| 23 | SIONNA THERAPEUTICS INC | SION | 829401108 | $17.6M | 0.88% | 400,000 | SH |
| 24 | VERACYTE INC | VCYT | 92337F107 | $16.2M | 0.81% | 276,308 | SH |
| 25 | ADLAI NORTYE LTD | ANL | 00704R109 | $14.4M | 0.72% | 1,250,000 | SH |
| 26 | PRIME MEDICINE INC | PRME | 74168J101 | $11.7M | 0.58% | 3,167,175 | SH |
| 27 | ABSCI CORPORATION | ABSI | 00091E109 | $11.3M | 0.56% | 973,260 | SH |
| 28 | QUEST DIAGNOSTICS INC | DGX | 74834L100 | $10.6M | 0.53% | 50,000 | SH |
| 29 | SAREPTA THERAPEUTICS INC | SRPT | 803607100 | $8.4M | 0.42% | 470,000 | SH |
| 30 | UNIQURE NV | QURE | N90064101 | $6.9M | 0.35% | 150,000 | SH |
| 31 | INTELLIA THERAPEUTICS INC | NTLA | 45826J105 | $6.0M | 0.30% | 355,000 | SH |
| 32 | MODERNA INC | MRNA | 60770K107 | $5.3M | 0.26% | 75,000 | SH |
| 33 | DISC MEDICINE INC | IRON | 254604101 | $4.8M | 0.24% | 65,000 | SH |
| 34 | MONTE ROSA THERAPEUTICS INC | GLUE | 61225M102 | $4.5M | 0.23% | 186,014 | SH |
| 35 | CENTURY THERAPEUTICS INC | IPSC | 15673T100 | $3.0M | 0.15% | 1,228,190 | SH |
| 36 | CONTINEUM THERAPEUTICS INC | CTNM | 21217B100 | $2.4M | 0.12% | 148,333 | SH |
| 37 | BRIDGEBIO ONCOLOGY THERAPEUT | BBOT | 107924102 | $2.2M | 0.11% | 282,312 | SH |
| 38 | EDITAS MEDICINE INC | EDIT | 28106W103 | $1.4M | 0.07% | 445,000 | SH |
| 39 | PACIFIC BIOSCIENCES CALIF IN | PACB | 69404D108 | $1.2M | 0.06% | 723,767 | SH |
| 40 | KARDIGAN INC | KARD | 485925101 | $1.2M | 0.06% | 50,000 | SH |
| 41 | RECURSION PHARMACEUTICALS IN | RXRX | 75629V104 | $606.7K | 0.03% | 165,323 | SH |
| 42 | GINKGO BIOWORKS HOLDINGS INC | DNA | 37611X209 | $361.6K | 0.02% | 36,493 | SH |
| 43 | TENAYA THERAPEUTICS INC | TNYA | 87990A106 | $267.5K | 0.01% | 361,969 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $2.00B | 43 | 0000919574-26-005491 |
| 2026-03-31 | 2026-05-15 | $1.32B | 40 | 0000919574-26-003451 |
| 2025-12-31 | 2026-02-17 | $1.61B | 38 | 0000919574-26-001181 |
| 2025-09-30 | 2025-11-14 | $1.20B | 32 | 0000919574-25-007006 |
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