Casdin Capital, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Casdin Capital, LLC reported 44 stock positions worth $1.2 billion. Its top holding was Genedx (WGS) at 25.4% of the portfolio, followed by Biolife Solutions (BLFS, 16.3%) and Revolution Medicines (RVMD, 10.7%). Compared with Q4 2024, it opened 8 new positions, sold out of 2, added to 5 and reduced 10. The biggest buy was a new position in Beone Medicines Ltd.-ADR (ONC) and the biggest sale Sarepta Therapeutics (SRPT, shares −16%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001534261
- Portfolio Value
- $1.2B (Q1 2025)
- SEC Filing
- 0000919574-25-003248 ↗ filed May 15, 2025
Holdings Value
Holdings 44 stocks · $1.2B
| WGS Genedx Holdings Corp. | 25.38% | 3,507,164 | $310.6M | No change |
| BLFS Biolife Solutions Inc. | 16.25% | 8,707,165 | $198.9M | No change |
| RVMD Revolution Medicines Inc. | 10.68% | 3,697,933 | $130.8M | Reduce -0.0% |
| LAB Standard Biotools Inc. | 6.71% | 76,075,636 | $82.2M | Add +6.8% |
| RNAM Avidity Biosciences Inc. | 4.93% | 2,045,000 | $60.4M | No change |
| SRPT Sarepta Therapeutics Inc. | 4.70% | 900,783 | $57.5M | Reduce -16.1% |
| ILMN Illumina Inc. | 3.86% | 595,000 | $47.2M | Reduce -20.7% |
| ALNY Alnylam Pharmaceuticals Inc. | 2.65% | 120,000 | $32.4M | Reduce -14.3% |
| BPMC Blueprint Medicines Corp. | 2.36% | 326,378 | $28.9M | No change |
| BEAM Beam Therapeutics Inc. | 2.27% | 1,425,562 | $27.8M | Add +14.0% |
| RLAY Relay Therapeutics Inc. | 1.95% | 9,098,574 | $23.8M | Add +1.7% |
| CDXS Codexis Inc. | 1.78% | 8,100,000 | $21.8M | No change |
| VERV Verve Therapeutics Inc. | 1.49% | 3,995,571 | $18.3M | No change |
| EXAS Exact Sciences Corp. | 1.43% | 405,000 | $17.5M | Reduce -37.7% |
| NGNE Neurogene Inc. | 1.24% | 1,295,361 | $15.2M | No change |
| NTLA Intellia Therapeutics Inc. | 1.16% | 2,000,000 | $14.2M | No change |
| DNLI Denali Therapeutics Inc. | 1.10% | 990,000 | $13.5M | No change |
| GPCR Structure Therapeutics Inc. | 0.99% | 700,000 | $12.1M | No change |
| ONC Beone Medicines Ltd.-ADR filed as BEIGENE LTD | 0.89% | 40,000 | $10.9M | New |
| GH Guardant Health Inc. | 0.87% | 250,000 | $10.7M | Reduce -28.6% |
| MAZE Maze Therapeutics Inc. | 0.85% | 946,357 | $10.4M | New |
| TSVT 2SEVENTY Bio Inc. | 0.81% | 2,000,000 | $9.9M | No change |
| VCYT Veracyte Inc. | 0.67% | 276,308 | $8.2M | No change |
| GEHC GE Healthcare Technology | 0.66% | 100,000 | $8.1M | New |
| SNDX Syndax Pharmaceuticals Inc. | 0.64% | 635,000 | $7.8M | Add +33.7% |
| AGIO Agios Pharmaceuticals Inc. | 0.60% | 250,000 | $7.3M | No change |
| MRNA Moderna Inc. | 0.52% | 225,000 | $6.4M | Add +28.6% |
| HIMS Hims & Hers Health Inc. | 0.48% | 200,000 | $5.9M | New |
| TNYA Tenaya Therapeutics Inc. | 0.31% | 6,732,971 | $3.8M | No change |
| VSTM Verastem Inc. | 0.30% | 600,000 | $3.6M | New |
| SEPN Septerna Inc. | 0.26% | 553,268 | $3.2M | No change |
| SLDB Solid Biosciences Inc. | 0.23% | 775,000 | $2.9M | New |
| ABSI Absci Corp. | 0.20% | 973,260 | $2.4M | No change |
| TDOC Teladoc Health Inc. | 0.20% | 300,000 | $2.4M | New |
| IPSC Century Therapeutics Inc. | 0.12% | 3,212,316 | $1.5M | Reduce -38.1% |
| DYN Dyne Therapeutics Inc. | 0.09% | 100,000 | $1.0M | New |
| CTNM Contineum Therapeutics Inc. Class A | 0.08% | 148,333 | $1.0M | Reduce -50.0% |
| RXRX Recursion Pharmaceuticals-A | 0.07% | 165,323 | $875K | No change |
| PACB Pacific Biosciences of Calif | 0.07% | 723,767 | $854K | Reduce -30.1% |
| PRME Prime Medicine Inc. | 0.06% | 367,175 | $731K | No change |
| GLUE Monte Rosa Therapeutics Inc. | 0.03% | 86,014 | $399K | No change |
| DNA Ginkgo Bioworks Holdings Inc. | 0.02% | 36,493 | $208K | No change |
| TNGX Tango Therapeutics Inc. | 0.01% | 125,000 | $171K | Reduce -89.5% |
| KRON Kronos Bio Inc. | 0.01% | 123,839 | $102K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| SRPT Sarepta Therapeutics Inc. | Reduce -16.1% | 4.70% | −4.03 |
| ILMN Illumina Inc. | Reduce -20.7% | 3.86% | −2.84 |
| EXAS Exact Sciences Corp. | Reduce -37.7% | 1.43% | −1.01 |
| FDMT 4D Molecular Therapeutics Inc. | Sold out | 0.00% | −0.43 |
| FTRE Fortrea Holdings Inc. | Sold out | 0.00% | −0.34 |
| TNGX Tango Therapeutics Inc. | Reduce -89.5% | 0.01% | −0.23 |
| IPSC Century Therapeutics Inc. | Reduce -38.1% | 0.12% | −0.23 |
| CTNM Contineum Therapeutics Inc. Class A | Reduce -50.0% | 0.08% | −0.21 |
| RVMD Revolution Medicines Inc. | Reduce -0.0% | 10.68% | −0.14 |
| PACB Pacific Biosciences of Calif | Reduce -30.1% | 0.07% | −0.06 |
| GH Guardant Health Inc. | Reduce -28.6% | 0.87% | +0.16 |
| ALNY Alnylam Pharmaceuticals Inc. | Reduce -14.3% | 2.65% | +0.44 |
Portfolio Buys Q4 2024 → Q1 2025
| ONC Beone Medicines Ltd.-ADR | New | 0.89% | +0.89 |
| MAZE Maze Therapeutics Inc. | New | 0.85% | +0.85 |
| GEHC GE Healthcare Technology | New | 0.66% | +0.66 |
| HIMS Hims & Hers Health Inc. | New | 0.48% | +0.48 |
| VSTM Verastem Inc. | New | 0.30% | +0.30 |
| SLDB Solid Biosciences Inc. | New | 0.23% | +0.23 |
| SNDX Syndax Pharmaceuticals Inc. | Add +33.7% | 0.64% | +0.22 |
| BEAM Beam Therapeutics Inc. | Add +14.0% | 2.27% | +0.20 |
| TDOC Teladoc Health Inc. | New | 0.20% | +0.20 |
| DYN Dyne Therapeutics Inc. | New | 0.09% | +0.09 |
| MRNA Moderna Inc. | Add +28.6% | 0.52% | +0.03 |
| RLAY Relay Therapeutics Inc. | Add +1.7% | 1.95% | −0.52 |
| LAB Standard Biotools Inc. | Add +6.8% | 6.71% | −1.62 |
Options Activity Q4 2024 → Q1 2025
| MRNA Moderna Inc. | call | Sold out | 175,000 | $7.3Mbefore 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 |