Casdin Capital, LLC — 13F Holdings & Portfolio
CIK 1534261 · latest 13F-HR filed 2026-05-15
Casdin Capital, LLC manages $1.32B in 13F-reported U.S. long-equity assets across 40 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are RVMD (18.98%), WGS (14.62%), RLAY (10.86%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 9 new positions, exited 7, added to 12, and trimmed 17.
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.
$1.32B
Long-equity book
40
Distinct positions
2026-03-31
Filed 2026-05-15
+9 / −7 / ↑12 / ↓17
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- REVOLUTION MEDICINES INC$45.4M +22.1%
- RELAY THERAPEUTICS INC$33.5M +30.4%
- 10X GENOMICS INC$25.5M +111.5%
- TAYSHA GENE THERAPIES INC$6.3M +76.1%
- SCHOLAR ROCK HLDG CORP$5.8M +50.2%
Top Trims
- GENEDX HOLDINGS CORP-$198.0M -50.6%
- STANDARD BIOTOOLS INC-$32.0M -28.2%
- BIOLIFE SOLUTIONS INC-$30.4M -21.1%
- STRUCTURE THERAPEUTICS INC-$25.1M -30.7%
- ILLUMINA INC-$13.4M -17.0%
New Positions
- AGOMAB THERAPEUTICS NV$16.3M
- QIAGEN NV$14.4M
- GRAIL INC$11.9M
- PERSONALIS INC$10.2M
- MOONLAKE IMMUNOTHERAPEUTICS$8.4M
Exited Positions
- AVIDITY BIOSCIENCES INC$72.1M
- ARS PHARMACEUTICALS INC$18.6M
- UNITEDHEALTH GROUP INC$16.5M
- DEXCOM INC$11.6M
- THE CIGNA GROUP$11.0M
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 | $250.6M | 18.98% | 2,577,333 | SH |
| 2 | GENEDX HOLDINGS CORP | WGS | 81663L200 | $193.1M | 14.62% | 3,007,164 | SH |
| 3 | RELAY THERAPEUTICS INC | RLAY | 75943R102 | $143.5M | 10.86% | 14,418,574 | SH |
| 4 | BIOLIFE SOLUTIONS INC | BLFS | 09062W204 | $113.7M | 8.61% | 5,957,165 | SH |
| 5 | STANDARD BIOTOOLS INC | LAB | 34385P108 | $81.6M | 6.18% | 88,783,856 | SH |
| 6 | ILLUMINA INC | ILMN | 452327109 | $65.3M | 4.95% | 530,000 | SH |
| 7 | STRUCTURE THERAPEUTICS INC | GPCR | 86366E106 | $56.6M | 4.29% | 1,175,000 | SH |
| 8 | 10X GENOMICS INC | TXG | 88025U109 | $48.3M | 3.66% | 2,275,000 | SH |
| 9 | DENALI THERAPEUTICS INC | DNLI | 24823R105 | $35.3M | 2.68% | 1,840,000 | SH |
| 10 | BEAM THERAPEUTICS INC | BEAM | 07373V105 | $32.2M | 2.44% | 1,350,000 | SH |
| 11 | GUARDANT HEALTH INC | GH | 40131M109 | $29.1M | 2.20% | 315,000 | SH |
| 12 | NEUROGENE INC | NGNE | 64135M105 | $28.6M | 2.17% | 1,420,361 | SH |
| 13 | ALNYLAM PHARMACEUTICALS INC | ALNY | 02043Q107 | $24.8M | 1.88% | 75,000 | SH |
| 14 | MAZE THERAPEUTICS INC | MAZE | 578784100 | $22.7M | 1.72% | 758,857 | SH |
| 15 | SCHOLAR ROCK HLDG CORP | SRRK | 80706P103 | $17.2M | 1.30% | 350,000 | SH |
| 16 | AGOMAB THERAPEUTICS NV | AGMB | 00860C102 | $16.3M | 1.23% | 1,550,000 | SH |
| 17 | HIMS & HERS HEALTH INC | HIMS | 433000106 | $14.5M | 1.10% | 700,000 | SH |
| 18 | TAYSHA GENE THERAPIES INC | TSHA | 877619106 | $14.5M | 1.10% | 3,250,000 | SH |
| 19 | QIAGEN NV | QGEN | N72482156 | $14.4M | 1.09% | 360,000 | SH |
| 20 | TEMPUS AI INC | TEM | 88023B103 | $13.3M | 1.01% | 294,127 | SH |
| 21 | SEPTERNA INC | SEPN | 81734D104 | $13.3M | 1.01% | 553,268 | SH |
| 22 | GRAIL INC | GRAL | 384747101 | $11.9M | 0.90% | 230,000 | SH |
| 23 | PRIME MEDICINE INC | PRME | 74168J101 | $11.0M | 0.83% | 3,167,175 | SH |
| 24 | PERSONALIS INC | PSNL | 71535D106 | $10.2M | 0.77% | 1,600,000 | SH |
| 25 | QUEST DIAGNOSTICS INC | DGX | 74834L100 | $9.8M | 0.74% | 50,000 | SH |
| 26 | VERACYTE INC | VCYT | 92337F107 | $8.9M | 0.67% | 276,308 | SH |
| 27 | MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 61559X104 | $8.4M | 0.64% | 450,000 | SH |
| 28 | INTELLIA THERAPEUTICS INC | NTLA | 45826J105 | $4.6M | 0.34% | 355,000 | SH |
| 29 | DISC MEDICINE INC | IRON | 254604101 | $4.2M | 0.31% | 65,000 | SH |
| 30 | MODERNA INC | MRNA | 60770K107 | $3.8M | 0.29% | 75,000 | SH |
| 31 | ADLAI NORTYE LTD | ANL | 00704R109 | $3.7M | 0.28% | 538,461 | SH |
| 32 | MONTE ROSA THERAPEUTICS INC | GLUE | 61225M102 | $3.1M | 0.23% | 186,014 | SH |
| 33 | ABSCI CORPORATION | ABSI | 00091E109 | $2.9M | 0.22% | 973,260 | SH |
| 34 | CENTURY THERAPEUTICS INC | IPSC | 15673T100 | $2.8M | 0.21% | 1,228,190 | SH |
| 35 | BRIDGEBIO ONCOLOGY THERAPEUT | BBOT | 107924102 | $2.5M | 0.19% | 282,312 | SH |
| 36 | CONTINEUM THERAPEUTICS INC | CTNM | 21217B100 | $1.9M | 0.15% | 148,333 | SH |
| 37 | PACIFIC BIOSCIENCES CALIF IN | PACB | 69404D108 | $955.4K | 0.07% | 723,767 | SH |
| 38 | RECURSION PHARMACEUTICALS IN | RXRX | 75629V104 | $507.5K | 0.04% | 165,323 | SH |
| 39 | TENAYA THERAPEUTICS INC | TNYA | 87990A106 | $250.6K | 0.02% | 361,969 | SH |
| 40 | GINKGO BIOWORKS HOLDINGS INC | DNA | 37611X209 | $223.7K | 0.02% | 36,493 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |