Casdin Capital, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Casdin Capital, LLC reported 36 stock positions worth $1.3 billion. Its top holding was Revolution Medicines (RVMD) at 13.5% of the portfolio, followed by Standard Biotools (LAB, 12.5%) and Biolife Solutions (BLFS, 12.0%). Compared with Q4 2023, it opened 3 new positions, sold out of 3, added to 13 and reduced 4. The biggest buy was Standard Biotools (LAB, shares +5059%) and the biggest sale an exit from Somalogic (SLGC).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001534261
- Portfolio Value
- $1.3B (Q1 2024)
- SEC Filing
- 0000919574-24-003198 ↗ filed May 15, 2024
Holdings Value
Holdings 36 stocks · $1.3B
| RVMD Revolution Medicines Inc. | 13.47% | 5,617,599 | $181.1M | Reduce -1.7% |
| LAB Standard Biotools Inc. | 12.48% | 61,907,605 | $167.8M | Add +5059.0% |
| BLFS Biolife Solutions Inc. | 12.02% | 8,707,165 | $161.5M | No change |
| SRPT Sarepta Therapeutics Inc. | 10.30% | 1,069,000 | $138.4M | Add +6.2% |
| RLAY Relay Therapeutics Inc. | 4.59% | 7,423,574 | $61.6M | Add +0.5% |
| ALNY Alnylam Pharmaceuticals Inc. | 3.98% | 358,000 | $53.5M | Add +83.6% |
| RNAM Avidity Biosciences Inc. | 3.96% | 2,084,841 | $53.2M | Add +77.3% |
| NTLA Intellia Therapeutics Inc. | 3.84% | 1,875,000 | $51.6M | Add +29.3% |
| GPCR Structure Therapeutics Inc. | 3.56% | 1,116,867 | $47.9M | Add +2.3% |
| EXAS Exact Sciences Corp. | 3.34% | 650,000 | $44.9M | Add +54.8% |
| VERV Verve Therapeutics Inc. | 3.02% | 3,059,094 | $40.6M | Add +1.7% |
| TNYA Tenaya Therapeutics Inc. | 2.62% | 6,732,971 | $35.2M | Add +5.5% |
| ILMN Illumina Inc. | 2.53% | 248,000 | $34.1M | Reduce -20.8% |
| BPMC Blueprint Medicines Corp. | 2.30% | 326,378 | $31.0M | No change |
| WGS Genedx Holdings Corp. | 2.13% | 3,136,411 | $28.6M | Add +1.3% |
| NGNE Neurogene Inc. | 1.99% | 524,616 | $26.7M | No change |
| DNLI Denali Therapeutics Inc. | 1.99% | 1,300,000 | $26.7M | No change |
| FDMT 4D Molecular Therapeutics Inc. | 1.90% | 800,000 | $25.5M | Reduce -22.6% |
| BEAM Beam Therapeutics Inc. | 1.66% | 675,000 | $22.3M | Add +27.8% |
| VCYT Veracyte Inc. | 1.41% | 857,904 | $19.0M | New |
| PLRX Pliant Therapeutics Inc. | 1.11% | 1,000,000 | $14.9M | Reduce -36.6% |
| IPSC Century Therapeutics Inc. | 1.00% | 3,206,380 | $13.4M | No change |
| TSVT 2SEVENTY Bio Inc. | 0.80% | 2,000,000 | $10.7M | Add +69.1% |
| ABCL Abcellera Biologics Inc. | 0.80% | 2,360,129 | $10.7M | No change |
| TNGX Tango Therapeutics Inc. | 0.70% | 1,188,349 | $9.4M | No change |
| CDXS Codexis Inc. | 0.52% | 2,000,000 | $7.0M | No change |
| ABSI Absci Corp. | 0.41% | 973,260 | $5.5M | No change |
| PACB Pacific Biosciences of Calif | 0.29% | 1,035,859 | $3.9M | No change |
| KYTX Kyverna Therapeutics Inc. | 0.28% | 150,000 | $3.7M | New |
| GLUE Monte Rosa Therapeutics Inc. | 0.27% | 510,882 | $3.6M | No change |
| SNDX Syndax Pharmaceuticals Inc. | 0.27% | 150,000 | $3.6M | No change |
| PRME Prime Medicine Inc. | 0.19% | 367,175 | $2.6M | No change |
| DNA Ginkgo Bioworks Holdings Inc. | 0.13% | 1,459,747 | $1.7M | New |
| EXAI Exscientia Ltd. | 0.09% | 213,900 | $1.2M | No change |
| SINGULAR GENOMICS SYSTEMS IN | 0.05% | 1,323,885 | $681K | No change |
| KRON Kronos Bio Inc. | 0.01% | 123,839 | $161K | No change |
Options reported separately and not counted above: NTLA calls ($1.4M).
Portfolio Sells Q4 2023 → Q1 2024
| SLGC Somalogic Inc. | Sold out | 0.00% | −3.14 |
| RVMD Revolution Medicines Inc. | Reduce -1.7% | 13.47% | −2.69 |
| ILMN Illumina Inc. | Reduce -20.8% | 2.53% | −1.76 |
| PLRX Pliant Therapeutics Inc. | Reduce -36.6% | 1.11% | −1.71 |
| FATE Fate Therapeutics Inc. | Sold out | 0.00% | −0.76 |
| FDMT 4D Molecular Therapeutics Inc. | Reduce -22.6% | 1.90% | −0.17 |
| LIANY Lianbio-ADR | Sold out | 0.00% | −0.09 |
Portfolio Buys Q4 2023 → Q1 2024
| LAB Standard Biotools Inc. | Add +5059.0% | 12.48% | +12.22 |
| RNAM Avidity Biosciences Inc. | Add +77.3% | 3.96% | +2.91 |
| VCYT Veracyte Inc. | New | 1.41% | +1.41 |
| WGS Genedx Holdings Corp. | Add +1.3% | 2.13% | +1.29 |
| SRPT Sarepta Therapeutics Inc. | Add +6.2% | 10.30% | +0.73 |
| TNYA Tenaya Therapeutics Inc. | Add +5.5% | 2.62% | +0.58 |
| ALNY Alnylam Pharmaceuticals Inc. | Add +83.6% | 3.98% | +0.30 |
| TSVT 2SEVENTY Bio Inc. | Add +69.1% | 0.80% | +0.30 |
| KYTX Kyverna Therapeutics Inc. | New | 0.28% | +0.28 |
| EXAS Exact Sciences Corp. | Add +54.8% | 3.34% | +0.28 |
| BEAM Beam Therapeutics Inc. | Add +27.8% | 1.66% | +0.24 |
| DNA Ginkgo Bioworks Holdings Inc. | New | 0.13% | +0.13 |
| NTLA Intellia Therapeutics Inc. | Add +29.3% | 3.84% | −0.52 |
| GPCR Structure Therapeutics Inc. | Add +2.3% | 3.56% | −0.83 |
| VERV Verve Therapeutics Inc. | Add +1.7% | 3.02% | −1.11 |
| RLAY Relay Therapeutics Inc. | Add +0.5% | 4.59% | −3.43 |
Options Activity Q4 2023 → Q1 2024
| ILMN Illumina Inc. | call | Sold out | 25,000 | $3.5Mbefore exit |
| NTLA Intellia Therapeutics Inc. | call | New | 50,000 | $1.4M |
| GPCR Structure Therapeutics Inc. | call | Sold out | 25,000 | $1.0Mbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 43 | $2.0B | RVMD, RLAY, WGS, BLFS, ILMN |
| Q1 2026 | 40 | $1.3B | RVMD, WGS, RLAY, BLFS, LAB |
| Q4 2025 | 38 | $1.6B | WGS, RVMD, BLFS, LAB, RLAY |
| Q3 2025 | 32 | $1.2B | WGS, BLFS, RVMD, LAB, RNAM |
| Q2 2025 | 33 | $1.1B | WGS, BLFS, RVMD, LAB, ILMN |
| Q1 2025 | 44 | $1.2B | WGS, BLFS, RVMD, LAB, RNAM |
| Q4 2024 | 38 | $1.5B | WGS, BLFS, RVMD, SRPT, LAB |
| Q3 2024 | 35 | $1.5B | BLFS, RVMD, WGS, LAB, SRPT |
| Q2 2024Amended | 38 | $1.3B | BLFS, RVMD, SRPT, LAB, WGS |
| Q1 2024 | 36 | $1.3B | RVMD, LAB, BLFS, SRPT, RLAY |