Casdin Capital, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Casdin Capital, LLC reported 32 stock positions worth $1.2 billion. Its top holding was Genedx (WGS) at 27.0% of the portfolio, followed by Biolife Solutions (BLFS, 14.3%) and Revolution Medicines (RVMD, 10.3%). Compared with Q2 2025, it opened 5 new positions, sold out of 6, added to 5 and reduced 6. The biggest buy was a new position in Tempus AI Class A (TEM) and the biggest sale an exit from Verve Therapeutics (VERV).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001534261
- Portfolio Value
- $1.2B (Q3 2025)
- SEC Filing
- 0000919574-25-007006 ↗ filed Nov 14, 2025
Holdings Value
Holdings 32 stocks · $1.2B
| WGS Genedx Holdings Corp. | 27.01% | 3,007,164 | $324.0M | Reduce -14.3% |
| BLFS Biolife Solutions Inc. | 14.27% | 6,707,165 | $171.1M | Reduce -13.0% |
| RVMD Revolution Medicines Inc. | 10.31% | 2,647,333 | $123.6M | Reduce -8.3% |
| LAB Standard Biotools Inc. | 8.41% | 77,558,856 | $100.8M | Add +1.9% |
| RNAM Avidity Biosciences Inc. | 6.47% | 1,780,000 | $77.6M | Add +0.3% |
| RLAY Relay Therapeutics Inc. | 4.94% | 11,341,381 | $59.2M | Reduce -0.5% |
| ILMN Illumina Inc. | 4.16% | 525,000 | $49.9M | Reduce -18.6% |
| GPCR Structure Therapeutics Inc. | 3.63% | 1,555,000 | $43.5M | Add +26.9% |
| BEAM Beam Therapeutics Inc. | 3.24% | 1,600,000 | $38.8M | Add +10.3% |
| ALNY Alnylam Pharmaceuticals Inc. | 2.09% | 55,000 | $25.1M | Reduce -32.5% |
| TEM Tempus AI Inc. Class A | 1.98% | 294,127 | $23.7M | New |
| NGNE Neurogene Inc. | 1.87% | 1,295,361 | $22.4M | No change |
| MAZE Maze Therapeutics Inc. | 1.64% | 758,857 | $19.7M | No change |
| PRME Prime Medicine Inc. | 1.46% | 3,167,175 | $17.5M | Add +102.1% |
| SPRY Ars Pharmaceuticals Inc. | 1.34% | 1,600,000 | $16.1M | New |
| HIMS Hims & Hers Health Inc. | 1.09% | 230,000 | $13.0M | No change |
| DNLI Denali Therapeutics Inc. | 1.08% | 890,000 | $12.9M | No change |
| SEPN Septerna Inc. | 0.87% | 553,268 | $10.4M | No change |
| VCYT Veracyte Inc. | 0.79% | 276,308 | $9.5M | No change |
| UNH Unitedhealth Group Inc. | 0.72% | 25,000 | $8.6M | New |
| INCY Incyte Corp. | 0.71% | 100,000 | $8.5M | New |
| GH Guardant Health Inc. | 0.52% | 100,000 | $6.2M | No change |
| EXAS Exact Sciences Corp. | 0.41% | 90,000 | $4.9M | No change |
| BBOT Bridgebio Oncology Therapeut | 0.27% | 282,312 | $3.3M | New |
| ABSI Absci Corp. | 0.25% | 973,260 | $3.0M | No change |
| CTNM Contineum Therapeutics Inc. Class A | 0.15% | 148,333 | $1.7M | No change |
| PACB Pacific Biosciences of Calif | 0.08% | 723,767 | $926K | No change |
| RXRX Recursion Pharmaceuticals-A | 0.07% | 165,323 | $807K | No change |
| GLUE Monte Rosa Therapeutics Inc. | 0.05% | 86,014 | $637K | No change |
| IPSC Century Therapeutics Inc. | 0.05% | 1,228,190 | $612K | No change |
| TNYA Tenaya Therapeutics Inc. | 0.05% | 361,969 | $586K | No change |
| DNA Ginkgo Bioworks Holdings Inc. | 0.04% | 36,493 | $532K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| VERV Verve Therapeutics Inc. | Sold out | 0.00% | −4.19 |
| WGS Genedx Holdings Corp. | Reduce -14.3% | 27.01% | −2.47 |
| CDXS Codexis Inc. | Sold out | 0.00% | −1.60 |
| SRPT Sarepta Therapeutics Inc. | Sold out | 0.00% | −1.54 |
| ILMN Illumina Inc. | Reduce -18.6% | 4.16% | −1.45 |
| BLFS Biolife Solutions Inc. | Reduce -13.0% | 14.27% | −0.85 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −0.60 |
| SNDX Syndax Pharmaceuticals Inc. | Sold out | 0.00% | −0.55 |
| ALNY Alnylam Pharmaceuticals Inc. | Reduce -32.5% | 2.09% | −0.33 |
| AGIO Agios Pharmaceuticals Inc. | Sold out | 0.00% | −0.30 |
| RVMD Revolution Medicines Inc. | Reduce -8.3% | 10.31% | +0.63 |
| RLAY Relay Therapeutics Inc. | Reduce -0.5% | 4.94% | +1.34 |
Portfolio Buys Q2 2025 → Q3 2025
| TEM Tempus AI Inc. Class A | New | 1.98% | +1.98 |
| RNAM Avidity Biosciences Inc. | Add +0.3% | 6.47% | +1.88 |
| SPRY Ars Pharmaceuticals Inc. | New | 1.34% | +1.34 |
| GPCR Structure Therapeutics Inc. | Add +26.9% | 3.63% | +1.32 |
| PRME Prime Medicine Inc. | Add +102.1% | 1.46% | +1.11 |
| BEAM Beam Therapeutics Inc. | Add +10.3% | 3.24% | +0.99 |
| UNH Unitedhealth Group Inc. | New | 0.72% | +0.72 |
| INCY Incyte Corp. | New | 0.71% | +0.71 |
| BBOT Bridgebio Oncology Therapeut | New | 0.27% | +0.27 |
| LAB Standard Biotools Inc. | Add +1.9% | 8.41% | +0.09 |
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 |