Casdin Capital, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Casdin Capital, LLC reported 43 stock positions worth $2.0 billion. Its top holding was Revolution Medicines (RVMD) at 24.2% of the portfolio, followed by Relay Therapeutics (RLAY, 15.0%) and Genedx (WGS, 12.7%). Compared with Q1 2026, it opened 6 new positions, sold out of 3, added to 9 and reduced 3. The biggest buy was Relay Therapeutics (RLAY, shares +11%) and the biggest sale Biolife Solutions (BLFS, shares −22%).

Most Recent 13F
Q2 2026
Location
New York, NY
CIK
0001534261
Portfolio Value
$2.0B (Q2 2026)
SEC Filing
0000919574-26-005491 ↗ filed Aug 14, 2026

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $1.3B Q1 2024 Q2 2024: $1.3B Q2 2024 Q3 2024: $1.5B Q3 2024 Q4 2024: $1.5B Q4 2024 Q1 2025: $1.2B Q1 2025 Q2 2025: $1.1B Q2 2025 Q3 2025: $1.2B Q3 2025 Q4 2025: $1.6B Q4 2025 Q1 2026: $1.3B Q1 2026 Q2 2026: $2.0B $2.0B Q2 2026

Holdings 43 stocks · $2.0B

RVMD Revolution Medicines Inc. 24.16% 2,577,333 $482.7M No change
RLAY Relay Therapeutics Inc. 15.02% 16,035,240 $300.0M Add +11.2%
WGS Genedx Holdings Corp. 12.74% 3,707,164 $254.5M Add +23.3%
BLFS Biolife Solutions Inc. 6.58% 4,655,000 $131.5M Reduce -21.9%
ILMN Illumina Inc. 4.66% 530,000 $93.2M No change
LAB Standard Biotools Inc. 3.66% 88,783,856 $73.0M No change
GPCR Structure Therapeutics Inc. 3.16% 1,175,000 $63.1M No change
DNLI Denali Therapeutics Inc. 2.63% 2,045,000 $52.6M Add +11.1%
NGNE Neurogene Inc. 2.43% 1,545,361 $48.6M Add +8.8%
BEAM Beam Therapeutics Inc. 2.32% 1,350,000 $46.3M No change
TXG 10X Genomics Inc. Class A 2.02% 1,050,000 $40.3M Reduce -53.9%
SRRK Scholar Rock Holding Corp. 1.83% 665,000 $36.6M Add +90.0%
PSNL Personalis Inc. 1.71% 2,550,000 $34.2M Add +59.4%
GRAL Grail Inc. 1.64% 480,000 $32.8M Add +108.7%
GH Guardant Health Inc. 1.39% 185,000 $27.8M Reduce -41.3%
MAZE Maze Therapeutics Inc. 1.26% 843,857 $25.2M Add +11.2%
HIMS Hims & Hers Health Inc. 1.21% 700,000 $24.3M No change
ALNY Alnylam Pharmaceuticals Inc. 1.13% 75,000 $22.6M No change
TSHA Taysha Gene Therapies Inc. 1.11% 3,250,000 $22.1M No change
AGMB Agomab Therapeutics NV 1.01% 1,550,000 $20.1M No change
SEPN Septerna Inc. 0.93% 553,268 $18.5M No change
PBLS Parabilis Medicines Inc. 0.88% 645,690 $17.7M New
SION Sionna Therapeutics Inc. 0.88% 400,000 $17.6M New
VCYT Veracyte Inc. 0.81% 276,308 $16.2M No change
ANL Adlai Nortye Group Ltd. 0.72% 1,250,000 $14.4M Add +132.1%
PRME Prime Medicine Inc. 0.58% 3,167,175 $11.7M No change
ABSI Absci Corp. 0.56% 973,260 $11.3M No change
DGX Quest Diagnostics Inc. 0.53% 50,000 $10.6M No change
SRPT Sarepta Therapeutics Inc. 0.42% 470,000 $8.4M New
QURE Uniqure NV 0.35% 150,000 $6.9M New
NTLA Intellia Therapeutics Inc. 0.30% 355,000 $6.0M No change
MRNA Moderna Inc. 0.26% 75,000 $5.3M No change
IRON Disc Medicine Inc. 0.24% 65,000 $4.8M No change
GLUE Monte Rosa Therapeutics Inc. 0.23% 186,014 $4.5M No change
IPSC Century Therapeutics Inc. 0.15% 1,228,190 $3.0M No change
CTNM Contineum Therapeutics Inc. Class A 0.12% 148,333 $2.4M No change
BBOT Bridgebio Oncology Therapeut 0.11% 282,312 $2.2M No change
EDIT Editas Medicine Inc. 0.07% 445,000 $1.4M New
PACB Pacific Biosciences of Calif 0.06% 723,767 $1.2M No change
KARD Kardigan Inc. 0.06% 50,000 $1.2M New
RXRX Recursion Pharmaceuticals-A 0.03% 165,323 $607K No change
DNA Ginkgo Bioworks Holdings Inc. 0.02% 36,493 $362K No change
TNYA Tenaya Therapeutics Inc. 0.01% 361,969 $268K No change

Portfolio Sells Q1 2026 → Q2 2026

BLFS Biolife Solutions Inc. Reduce -21.9% 6.58% −2.03
TXG 10X Genomics Inc. Class A Reduce -53.9% 2.02% −1.64
QGEN Qiagen N.V. Sold out 0.00% −1.09
TEM Tempus AI Inc. Class A Sold out 0.00% −1.01
GH Guardant Health Inc. Reduce -41.3% 1.39% −0.81
MLTX Moonlake Immunotherapeutics Sold out 0.00% −0.64

Portfolio Buys Q1 2026 → Q2 2026

RLAY Relay Therapeutics Inc. Add +11.2% 15.02% +4.15
PSNL Personalis Inc. Add +59.4% 1.71% +0.94
PBLS Parabilis Medicines Inc. New 0.88% +0.88
SION Sionna Therapeutics Inc. New 0.88% +0.88
GRAL Grail Inc. Add +108.7% 1.64% +0.74
SRRK Scholar Rock Holding Corp. Add +90.0% 1.83% +0.53
ANL Adlai Nortye Group Ltd. Add +132.1% 0.72% +0.44
SRPT Sarepta Therapeutics Inc. New 0.42% +0.42
QURE Uniqure NV New 0.35% +0.35
NGNE Neurogene Inc. Add +8.8% 2.43% +0.26
EDIT Editas Medicine Inc. New 0.07% +0.07
KARD Kardigan Inc. New 0.06% +0.06
DNLI Denali Therapeutics Inc. Add +11.1% 2.63% −0.04
MAZE Maze Therapeutics Inc. Add +11.2% 1.26% −0.45
WGS Genedx Holdings Corp. Add +23.3% 12.74% −1.88

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 43$2.0BRVMD, RLAY, WGS, BLFS, ILMN
Q1 2026 40$1.3BRVMD, WGS, RLAY, BLFS, LAB
Q4 2025 38$1.6BWGS, RVMD, BLFS, LAB, RLAY
Q3 2025 32$1.2BWGS, BLFS, RVMD, LAB, RNAM
Q2 2025 33$1.1BWGS, BLFS, RVMD, LAB, ILMN
Q1 2025 44$1.2BWGS, BLFS, RVMD, LAB, RNAM
Q4 2024 38$1.5BWGS, BLFS, RVMD, SRPT, LAB
Q3 2024 35$1.5BBLFS, RVMD, WGS, LAB, SRPT
Q2 2024Amended 38$1.3BBLFS, RVMD, SRPT, LAB, WGS
Q1 2024 36$1.3BRVMD, LAB, BLFS, SRPT, RLAY