Casdin Capital, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Casdin Capital, LLC reported 33 stock positions worth $1.1 billion. Its top holding was Genedx (WGS) at 29.5% of the portfolio, followed by Biolife Solutions (BLFS, 15.1%) and Revolution Medicines (RVMD, 9.7%). Compared with Q1 2025, it opened 1 new position, sold out of 12, added to 9 and reduced 12. The biggest buy was Verve Therapeutics (VERV, shares +3%) and the biggest sale an exit from Blueprint Medicines (BPMC).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001534261
- Portfolio Value
- $1.1B (Q2 2025)
- SEC Filing
- 0000919574-25-004903 ↗ filed Aug 14, 2025
Holdings Value
Holdings 33 stocks · $1.1B
| WGS Genedx Holdings Corp. | 29.48% | 3,507,164 | $323.7M | No change |
| BLFS Biolife Solutions Inc. | 15.12% | 7,707,165 | $166.0M | Reduce -11.5% |
| RVMD Revolution Medicines Inc. | 9.68% | 2,887,933 | $106.2M | Reduce -21.9% |
| LAB Standard Biotools Inc. | 8.31% | 76,075,636 | $91.3M | No change |
| ILMN Illumina Inc. | 5.60% | 645,000 | $61.5M | Add +8.4% |
| RNAM Avidity Biosciences Inc. | 4.59% | 1,775,000 | $50.4M | Reduce -13.2% |
| VERV Verve Therapeutics Inc. | 4.19% | 4,095,571 | $46.0M | Add +2.5% |
| RLAY Relay Therapeutics Inc. | 3.59% | 11,398,574 | $39.4M | Add +25.3% |
| ALNY Alnylam Pharmaceuticals Inc. | 2.42% | 81,500 | $26.6M | Reduce -32.1% |
| GPCR Structure Therapeutics Inc. | 2.31% | 1,225,000 | $25.4M | Add +75.0% |
| BEAM Beam Therapeutics Inc. | 2.25% | 1,450,000 | $24.7M | Add +1.7% |
| NGNE Neurogene Inc. | 1.76% | 1,295,361 | $19.4M | No change |
| CDXS Codexis Inc. | 1.60% | 7,200,000 | $17.6M | Reduce -11.1% |
| SRPT Sarepta Therapeutics Inc. | 1.54% | 990,097 | $16.9M | Add +9.9% |
| DNLI Denali Therapeutics Inc. | 1.13% | 890,000 | $12.5M | Reduce -10.1% |
| HIMS Hims & Hers Health Inc. | 1.04% | 230,000 | $11.5M | Add +15.0% |
| MAZE Maze Therapeutics Inc. | 0.85% | 758,857 | $9.3M | Reduce -19.8% |
| VCYT Veracyte Inc. | 0.68% | 276,308 | $7.5M | No change |
| LLY Eli Lilly & Co. | 0.60% | 8,500 | $6.6M | New |
| SNDX Syndax Pharmaceuticals Inc. | 0.55% | 650,000 | $6.1M | Add +2.4% |
| SEPN Septerna Inc. | 0.53% | 553,268 | $5.8M | No change |
| GH Guardant Health Inc. | 0.47% | 100,000 | $5.2M | Reduce -60.0% |
| EXAS Exact Sciences Corp. | 0.44% | 90,000 | $4.8M | Reduce -77.8% |
| PRME Prime Medicine Inc. | 0.35% | 1,567,175 | $3.9M | Add +326.8% |
| AGIO Agios Pharmaceuticals Inc. | 0.30% | 100,000 | $3.3M | Reduce -60.0% |
| ABSI Absci Corp. | 0.23% | 973,260 | $2.5M | No change |
| PACB Pacific Biosciences of Calif | 0.08% | 723,767 | $897K | No change |
| RXRX Recursion Pharmaceuticals-A | 0.08% | 165,323 | $837K | No change |
| IPSC Century Therapeutics Inc. | 0.06% | 1,228,190 | $686K | Reduce -61.8% |
| CTNM Contineum Therapeutics Inc. Class A | 0.05% | 148,333 | $589K | No change |
| DNA Ginkgo Bioworks Holdings Inc. | 0.04% | 36,493 | $411K | No change |
| GLUE Monte Rosa Therapeutics Inc. | 0.04% | 86,014 | $388K | No change |
| TNYA Tenaya Therapeutics Inc. | 0.02% | 361,969 | $221K | Reduce -94.6% |
Portfolio Sells Q1 2025 → Q2 2025
| BPMC Blueprint Medicines Corp. | Sold out | 0.00% | −2.36 |
| NTLA Intellia Therapeutics Inc. | Sold out | 0.00% | −1.16 |
| BLFS Biolife Solutions Inc. | Reduce -11.5% | 15.12% | −1.13 |
| RVMD Revolution Medicines Inc. | Reduce -21.9% | 9.68% | −1.01 |
| EXAS Exact Sciences Corp. | Reduce -77.8% | 0.44% | −1.00 |
| ONC Beone Medicines Ltd.-ADR | Sold out | 0.00% | −0.89 |
| TSVT 2SEVENTY Bio Inc. | Sold out | 0.00% | −0.81 |
| GEHC GE Healthcare Technology | Sold out | 0.00% | −0.66 |
| MRNA Moderna Inc. | Sold out | 0.00% | −0.52 |
| GH Guardant Health Inc. | Reduce -60.0% | 0.47% | −0.40 |
| RNAM Avidity Biosciences Inc. | Reduce -13.2% | 4.59% | −0.34 |
| AGIO Agios Pharmaceuticals Inc. | Reduce -60.0% | 0.30% | −0.30 |
| VSTM Verastem Inc. | Sold out | 0.00% | −0.30 |
| TNYA Tenaya Therapeutics Inc. | Reduce -94.6% | 0.02% | −0.29 |
| SLDB Solid Biosciences Inc. | Sold out | 0.00% | −0.23 |
| ALNY Alnylam Pharmaceuticals Inc. | Reduce -32.1% | 2.42% | −0.23 |
| TDOC Teladoc Health Inc. | Sold out | 0.00% | −0.20 |
| CDXS Codexis Inc. | Reduce -11.1% | 1.60% | −0.18 |
| DYN Dyne Therapeutics Inc. | Sold out | 0.00% | −0.09 |
| IPSC Century Therapeutics Inc. | Reduce -61.8% | 0.06% | −0.06 |
| TNGX Tango Therapeutics Inc. | Sold out | 0.00% | −0.01 |
| KRON Kronos Bio Inc. | Sold out | 0.00% | −0.01 |
| MAZE Maze Therapeutics Inc. | Reduce -19.8% | 0.85% | −0.00 |
| DNLI Denali Therapeutics Inc. | Reduce -10.1% | 1.13% | +0.03 |
Portfolio Buys Q1 2025 → Q2 2025
| VERV Verve Therapeutics Inc. | Add +2.5% | 4.19% | +2.70 |
| ILMN Illumina Inc. | Add +8.4% | 5.60% | +1.75 |
| RLAY Relay Therapeutics Inc. | Add +25.3% | 3.59% | +1.64 |
| GPCR Structure Therapeutics Inc. | Add +75.0% | 2.31% | +1.32 |
| LLY Eli Lilly & Co. | New | 0.60% | +0.60 |
| HIMS Hims & Hers Health Inc. | Add +15.0% | 1.04% | +0.56 |
| PRME Prime Medicine Inc. | Add +326.8% | 0.35% | +0.29 |
| BEAM Beam Therapeutics Inc. | Add +1.7% | 2.25% | −0.03 |
| SNDX Syndax Pharmaceuticals Inc. | Add +2.4% | 0.55% | −0.08 |
| SRPT Sarepta Therapeutics Inc. | Add +9.9% | 1.54% | −3.16 |
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 |