Casdin Capital, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Casdin Capital, LLC reported 38 stock positions worth $1.5 billion. Its top holding was Genedx (WGS) at 18.0% of the portfolio, followed by Biolife Solutions (BLFS, 15.1%) and Revolution Medicines (RVMD, 10.8%). Compared with Q3 2024, it opened 5 new positions, sold out of 2, added to 3 and reduced 5. The biggest buy was a new position in Septerna (SEPN) and the biggest sale Avidity Biosciences (RNAM, shares −2%).

Most Recent 13F
Q2 2026
Location
New York, NY
CIK
0001534261
Portfolio Value
$1.5B (Q4 2024)
SEC Filing
0000919574-25-001518 ↗ filed Feb 14, 2025

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 $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 · $1.5B

WGS Genedx Holdings Corp. 18.03% 3,507,164 $269.6M No change
BLFS Biolife Solutions Inc. 15.11% 8,707,165 $226.0M No change
RVMD Revolution Medicines Inc. 10.82% 3,699,283 $161.8M Reduce -10.1%
SRPT Sarepta Therapeutics Inc. 8.73% 1,073,500 $130.5M No change
LAB Standard Biotools Inc. 8.34% 71,254,677 $124.7M No change
ILMN Illumina Inc. 6.70% 750,000 $100.2M No change
RNAM Avidity Biosciences Inc. 3.98% 2,045,000 $59.5M Reduce -1.9%
CDXS Codexis Inc. 2.58% 8,100,000 $38.6M No change
RLAY Relay Therapeutics Inc. 2.47% 8,948,574 $36.9M Reduce -3.3%
EXAS Exact Sciences Corp. 2.44% 650,000 $36.5M No change
ALNY Alnylam Pharmaceuticals Inc. 2.20% 140,000 $32.9M Reduce -17.6%
BEAM Beam Therapeutics Inc. 2.07% 1,250,000 $31.0M Add +61.3%
NGNE Neurogene Inc. 1.98% 1,295,361 $29.6M Add +146.9%
BPMC Blueprint Medicines Corp. 1.90% 326,378 $28.5M No change
NTLA Intellia Therapeutics Inc. 1.56% 2,000,000 $23.3M No change
VERV Verve Therapeutics Inc. 1.51% 3,995,571 $22.5M No change
DNLI Denali Therapeutics Inc. 1.35% 990,000 $20.2M No change
GPCR Structure Therapeutics Inc. 1.27% 700,000 $19.0M No change
SEPN Septerna Inc. 0.85% 553,268 $12.7M New
VCYT Veracyte Inc. 0.73% 276,308 $10.9M Reduce -58.5%
GH Guardant Health Inc. 0.71% 350,000 $10.7M No change
TNYA Tenaya Therapeutics Inc. 0.64% 6,732,971 $9.6M No change
AGIO Agios Pharmaceuticals Inc. 0.55% 250,000 $8.2M New
MRNA Moderna Inc. 0.49% 175,000 $7.3M New
FDMT 4D Molecular Therapeutics Inc. 0.43% 1,150,000 $6.4M No change
SNDX Syndax Pharmaceuticals Inc. 0.42% 475,000 $6.3M No change
TSVT 2SEVENTY Bio Inc. 0.39% 2,000,000 $5.9M No change
IPSC Century Therapeutics Inc. 0.35% 5,190,506 $5.2M Add +61.6%
FTRE Fortrea Holdings Inc. 0.34% 275,000 $5.1M New
CTNM Contineum Therapeutics Inc. Class A 0.29% 296,666 $4.3M No change
TNGX Tango Therapeutics Inc. 0.25% 1,188,349 $3.7M No change
ABSI Absci Corp. 0.17% 973,260 $2.5M No change
PACB Pacific Biosciences of Calif 0.13% 1,035,859 $1.9M No change
RXRX Recursion Pharmaceuticals-A 0.07% 165,323 $1.1M New
PRME Prime Medicine Inc. 0.07% 367,175 $1.1M No change
GLUE Monte Rosa Therapeutics Inc. 0.04% 86,014 $597K No change
DNA Ginkgo Bioworks Holdings Inc. 0.02% 36,493 $358K No change
KRON Kronos Bio Inc. 0.01% 123,839 $118K No change

Options reported separately and not counted above: MRNA calls ($7.3M).

Portfolio Sells Q3 2024 → Q4 2024

RNAM Avidity Biosciences Inc. Reduce -1.9% 3.98% −2.41
RLAY Relay Therapeutics Inc. Reduce -3.3% 2.47% −1.90
RVMD Revolution Medicines Inc. Reduce -10.1% 10.82% −1.62
ALNY Alnylam Pharmaceuticals Inc. Reduce -17.6% 2.20% −0.91
VCYT Veracyte Inc. Reduce -58.5% 0.73% −0.78
GRAL Grail Inc. Sold out 0.00% −0.32
EXAI Exscientia Ltd. Sold out 0.00% −0.07

Portfolio Buys Q3 2024 → Q4 2024

SEPN Septerna Inc. New 0.85% +0.85
BEAM Beam Therapeutics Inc. Add +61.3% 2.07% +0.81
AGIO Agios Pharmaceuticals Inc. New 0.55% +0.55
NGNE Neurogene Inc. Add +146.9% 1.98% +0.51
MRNA Moderna Inc. New 0.49% +0.49
FTRE Fortrea Holdings Inc. New 0.34% +0.34
RXRX Recursion Pharmaceuticals-A New 0.07% +0.07
IPSC Century Therapeutics Inc. Add +61.6% 0.35% −0.02

Options Activity Q3 2024 → Q4 2024

MRNA Moderna Inc. call New 175,000 $7.3M

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