Casdin Capital, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Casdin Capital, LLC reported 38 stock positions worth $1.6 billion. Its top holding was Genedx (WGS) at 24.3% of the portfolio, followed by Revolution Medicines (RVMD, 12.8%) and Biolife Solutions (BLFS, 8.9%). Compared with Q3 2025, it opened 7 new positions, sold out of 1, added to 9 and reduced 4. The biggest buy was Relay Therapeutics (RLAY, shares +15%) and the biggest sale Biolife Solutions (BLFS, shares −11%).

Most Recent 13F
Q2 2026
Location
New York, NY
CIK
0001534261
Portfolio Value
$1.6B (Q4 2025)
SEC Filing
0000919574-26-001181 ↗ filed Feb 17, 2026

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 Q4 2024 Q1 2025: $1.2B Q1 2025 Q2 2025: $1.1B Q2 2025 Q3 2025: $1.2B Q3 2025 Q4 2025: $1.6B $1.6B Q4 2025 Q1 2026: $1.3B Q1 2026 Q2 2026: $2.0B Q2 2026

Holdings 38 stocks · $1.6B

WGS Genedx Holdings Corp. 24.29% 3,007,164 $391.1M No change
RVMD Revolution Medicines Inc. 12.75% 2,577,333 $205.3M Reduce -2.6%
BLFS Biolife Solutions Inc. 8.95% 5,957,165 $144.0M Reduce -11.2%
LAB Standard Biotools Inc. 7.06% 88,783,856 $113.6M Add +14.5%
RLAY Relay Therapeutics Inc. 6.83% 13,003,574 $110.0M Add +14.7%
GPCR Structure Therapeutics Inc. 5.08% 1,175,000 $81.7M Reduce -24.4%
ILMN Illumina Inc. 4.89% 600,000 $78.7M Add +14.3%
RNAM Avidity Biosciences Inc. 4.48% 1,000,000 $72.1M Reduce -43.8%
BEAM Beam Therapeutics Inc. 2.75% 1,600,000 $44.4M No change
GH Guardant Health Inc. 2.41% 380,000 $38.8M Add +280.0%
MAZE Maze Therapeutics Inc. 1.95% 758,857 $31.4M No change
DNLI Denali Therapeutics Inc. 1.89% 1,840,000 $30.4M Add +106.7%
ALNY Alnylam Pharmaceuticals Inc. 1.85% 75,000 $29.8M Add +36.4%
NGNE Neurogene Inc. 1.66% 1,295,361 $26.7M No change
TXG 10X Genomics Inc. Class A 1.42% 1,400,000 $22.8M New
SPRY Ars Pharmaceuticals Inc. 1.16% 1,600,000 $18.6M No change
TEM Tempus AI Inc. Class A 1.08% 294,127 $17.4M No change
UNH Unitedhealth Group Inc. 1.03% 50,000 $16.5M Add +100.0%
SEPN Septerna Inc. 0.96% 553,268 $15.4M No change
HIMS Hims & Hers Health Inc. 0.78% 385,000 $12.5M Add +67.4%
VCYT Veracyte Inc. 0.72% 276,308 $11.6M No change
DXCM Dexcom Inc. 0.72% 175,000 $11.6M New
SRRK Scholar Rock Holding Corp. 0.71% 260,000 $11.5M New
CI The Cigna Group 0.68% 40,000 $11.0M New
PRME Prime Medicine Inc. 0.68% 3,167,175 $11.0M No change
INCY Incyte Corp. 0.61% 100,000 $9.9M No change
DGX Quest Diagnostics Inc. 0.54% 50,000 $8.7M New
TSHA Taysha Gene Therapies Inc. 0.51% 1,500,000 $8.3M New
PACB Pacific Biosciences of Calif 0.49% 4,223,767 $7.9M Add +483.6%
LEGN Legend Biotech Corp.-ADR 0.29% 215,000 $4.7M New
BBOT Bridgebio Oncology Therapeut 0.22% 282,312 $3.5M No change
ABSI Absci Corp. 0.21% 973,260 $3.4M No change
CTNM Contineum Therapeutics Inc. Class A 0.11% 148,333 $1.7M No change
GLUE Monte Rosa Therapeutics Inc. 0.08% 86,014 $1.3M No change
IPSC Century Therapeutics Inc. 0.08% 1,228,190 $1.2M No change
RXRX Recursion Pharmaceuticals-A 0.04% 165,323 $676K No change
DNA Ginkgo Bioworks Holdings Inc. 0.02% 36,493 $303K No change
TNYA Tenaya Therapeutics Inc. 0.02% 361,969 $258K No change

Portfolio Sells Q3 2025 → Q4 2025

BLFS Biolife Solutions Inc. Reduce -11.2% 8.95% −5.32
RNAM Avidity Biosciences Inc. Reduce -43.8% 4.48% −1.99
EXAS Exact Sciences Corp. Sold out 0.00% −0.41
GPCR Structure Therapeutics Inc. Reduce -24.4% 5.08% +1.45
RVMD Revolution Medicines Inc. Reduce -2.6% 12.75% +2.44

Portfolio Buys Q3 2025 → Q4 2025

RLAY Relay Therapeutics Inc. Add +14.7% 6.83% +1.90
GH Guardant Health Inc. Add +280.0% 2.41% +1.89
TXG 10X Genomics Inc. Class A New 1.42% +1.42
DNLI Denali Therapeutics Inc. Add +106.7% 1.89% +0.81
ILMN Illumina Inc. Add +14.3% 4.89% +0.73
DXCM Dexcom Inc. New 0.72% +0.72
SRRK Scholar Rock Holding Corp. New 0.71% +0.71
CI The Cigna Group New 0.68% +0.68
DGX Quest Diagnostics Inc. New 0.54% +0.54
TSHA Taysha Gene Therapies Inc. New 0.51% +0.51
PACB Pacific Biosciences of Calif Add +483.6% 0.49% +0.41
UNH Unitedhealth Group Inc. Add +100.0% 1.03% +0.31
LEGN Legend Biotech Corp.-ADR New 0.29% +0.29
ALNY Alnylam Pharmaceuticals Inc. Add +36.4% 1.85% −0.24
HIMS Hims & Hers Health Inc. Add +67.4% 0.78% −0.31
LAB Standard Biotools Inc. Add +14.5% 7.06% −1.35

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