Casdin Capital, LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed October 18, 2024), Casdin Capital, LLC reported 38 stock positions worth $1.3 billion. Its top holding was Biolife Solutions (BLFS) at 14.2% of the portfolio, followed by Revolution Medicines (RVMD, 13.1%) and Sarepta Therapeutics (SRPT, 13.0%). Compared with Q1 2024, it opened 2 new positions, sold out of 1, added to 9 and reduced 4. The biggest buy was Genedx (WGS, shares +12%) and the biggest sale Structure Therapeutics (GPCR, shares −37%).

Most Recent 13F
Q2 2026
Location
New York, NY
CIK
0001534261
Portfolio Value
$1.3B (Q2 2024)
SEC Filing
0000919574-24-005948 ↗ filed Oct 18, 2024

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $1.3B Q1 2024 Q2 2024: $1.3B $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 Q2 2026

Holdings 38 stocks · $1.3B

BLFS Biolife Solutions Inc. 14.25% 8,707,165 $186.6M No change
RVMD Revolution Medicines Inc. 13.06% 4,406,875 $171.0M Reduce -21.6%
SRPT Sarepta Therapeutics Inc. 12.95% 1,073,500 $169.6M Add +0.4%
LAB Standard Biotools Inc. 8.64% 63,959,677 $113.2M Add +3.3%
WGS Genedx Holdings Corp. 7.04% 3,526,411 $92.2M Add +12.4%
RNAM Avidity Biosciences Inc. 6.50% 2,084,841 $85.2M No change
RLAY Relay Therapeutics Inc. 4.21% 8,448,574 $55.1M Add +13.8%
ILMN Illumina Inc. 3.83% 480,000 $50.1M Add +93.5%
NTLA Intellia Therapeutics Inc. 3.42% 2,000,000 $44.8M Add +6.7%
ALNY Alnylam Pharmaceuticals Inc. 3.15% 170,000 $41.3M Reduce -52.5%
BPMC Blueprint Medicines Corp. 2.69% 326,378 $35.2M No change
DNLI Denali Therapeutics Inc. 2.30% 1,300,000 $30.2M No change
GPCR Structure Therapeutics Inc. 2.10% 700,000 $27.5M Reduce -37.3%
EXAS Exact Sciences Corp. 2.10% 650,000 $27.5M No change
TNYA Tenaya Therapeutics Inc. 1.59% 6,732,971 $20.9M No change
NGNE Neurogene Inc. 1.46% 524,616 $19.1M No change
VCYT Veracyte Inc. 1.42% 857,904 $18.6M No change
FDMT 4D Molecular Therapeutics Inc. 1.28% 800,000 $16.8M No change
BEAM Beam Therapeutics Inc. 1.21% 675,000 $15.8M No change
VERV Verve Therapeutics Inc. 1.14% 3,059,094 $14.9M No change
IPSC Century Therapeutics Inc. 1.01% 5,190,506 $13.2M Add +61.9%
PLRX Pliant Therapeutics Inc. 0.82% 1,000,000 $10.8M No change
TNGX Tango Therapeutics Inc. 0.78% 1,188,349 $10.2M No change
TSVT 2SEVENTY Bio Inc. 0.59% 2,000,000 $7.7M No change
CDXS Codexis Inc. 0.47% 2,000,000 $6.2M No change
CTNM Contineum Therapeutics Inc. Class A 0.40% 296,666 $5.2M New
KYTX Kyverna Therapeutics Inc. 0.33% 575,000 $4.3M Add +283.3%
SNDX Syndax Pharmaceuticals Inc. 0.24% 150,000 $3.1M No change
ABSI Absci Corp. 0.23% 973,260 $3.0M No change
GH Guardant Health Inc. 0.22% 100,000 $2.9M New
PRME Prime Medicine Inc. 0.14% 367,175 $1.9M No change
PACB Pacific Biosciences of Calif 0.11% 1,035,859 $1.4M No change
GRAL Grail Inc. 0.09% 79,999 $1.2M Add +93.2%
EXAI Exscientia Ltd. 0.08% 213,900 $1.1M No change
GLUE Monte Rosa Therapeutics Inc. 0.07% 261,014 $976K Reduce -48.9%
DNA Ginkgo Bioworks Holdings Inc. 0.04% 1,459,747 $488K No change
OMIC Singular Genomics Systems Inc. 0.03% 44,129 $373K No change
KRON Kronos Bio Inc. 0.01% 123,839 $154K No change

Portfolio Sells Q1 2024 → Q2 2024

GPCR Structure Therapeutics Inc. Reduce -37.3% 2.10% −1.46
ALNY Alnylam Pharmaceuticals Inc. Reduce -52.5% 3.15% −0.83
ABCL Abcellera Biologics Inc. Sold out 0.00% −0.80
RVMD Revolution Medicines Inc. Reduce -21.6% 13.06% −0.41
GLUE Monte Rosa Therapeutics Inc. Reduce -48.9% 0.07% −0.19

Portfolio Buys Q1 2024 → Q2 2024

WGS Genedx Holdings Corp. Add +12.4% 7.04% +4.91
SRPT Sarepta Therapeutics Inc. Add +0.4% 12.95% +2.65
ILMN Illumina Inc. Add +93.5% 3.83% +1.29
CTNM Contineum Therapeutics Inc. Class A New 0.40% +0.40
GH Guardant Health Inc. New 0.22% +0.22
KYTX Kyverna Therapeutics Inc. Add +283.3% 0.33% +0.05
GRAL Grail Inc. Add +93.2% 0.09% +0.05
IPSC Century Therapeutics Inc. Add +61.9% 1.01% +0.01
RLAY Relay Therapeutics Inc. Add +13.8% 4.21% −0.38
NTLA Intellia Therapeutics Inc. Add +6.7% 3.42% −0.42
LAB Standard Biotools Inc. Add +3.3% 8.64% −3.84

Options Activity Q1 2024 → Q2 2024

NTLA Intellia Therapeutics Inc. call Sold out 50,000 $1.4Mbefore exit

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

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