Casdin Capital, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Casdin Capital, LLC reported 40 stock positions worth $1.3 billion. Its top holding was Revolution Medicines (RVMD) at 19.0% of the portfolio, followed by Genedx (WGS, 14.6%) and Relay Therapeutics (RLAY, 10.9%). Compared with Q4 2025, it opened 9 new positions, sold out of 7, added to 7 and reduced 4. The biggest buy was Relay Therapeutics (RLAY, shares +11%) and the biggest sale an exit from Avidity Biosciences (RNAM).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001534261
- Portfolio Value
- $1.3B (Q1 2026)
- SEC Filing
- 0000919574-26-003451 ↗ filed May 15, 2026
Holdings Value
Holdings 40 stocks · $1.3B
| RVMD Revolution Medicines Inc. | 18.98% | 2,577,333 | $250.6M | No change |
| WGS Genedx Holdings Corp. | 14.62% | 3,007,164 | $193.1M | No change |
| RLAY Relay Therapeutics Inc. | 10.86% | 14,418,574 | $143.5M | Add +10.9% |
| BLFS Biolife Solutions Inc. | 8.61% | 5,957,165 | $113.7M | No change |
| LAB Standard Biotools Inc. | 6.18% | 88,783,856 | $81.6M | No change |
| ILMN Illumina Inc. | 4.95% | 530,000 | $65.3M | Reduce -11.7% |
| GPCR Structure Therapeutics Inc. | 4.29% | 1,175,000 | $56.6M | No change |
| TXG 10X Genomics Inc. Class A | 3.66% | 2,275,000 | $48.3M | Add +62.5% |
| DNLI Denali Therapeutics Inc. | 2.68% | 1,840,000 | $35.3M | No change |
| BEAM Beam Therapeutics Inc. | 2.44% | 1,350,000 | $32.2M | Reduce -15.6% |
| GH Guardant Health Inc. | 2.20% | 315,000 | $29.1M | Reduce -17.1% |
| NGNE Neurogene Inc. | 2.17% | 1,420,361 | $28.6M | Add +9.7% |
| ALNY Alnylam Pharmaceuticals Inc. | 1.88% | 75,000 | $24.8M | No change |
| MAZE Maze Therapeutics Inc. | 1.72% | 758,857 | $22.7M | No change |
| SRRK Scholar Rock Holding Corp. | 1.30% | 350,000 | $17.2M | Add +34.6% |
| AGMB Agomab Therapeutics NV | 1.23% | 1,550,000 | $16.3M | New |
| HIMS Hims & Hers Health Inc. | 1.10% | 700,000 | $14.5M | Add +81.8% |
| TSHA Taysha Gene Therapies Inc. | 1.10% | 3,250,000 | $14.5M | Add +116.7% |
| QGEN Qiagen N.V. | 1.09% | 360,000 | $14.4M | New |
| TEM Tempus AI Inc. Class A | 1.01% | 294,127 | $13.3M | No change |
| SEPN Septerna Inc. | 1.01% | 553,268 | $13.3M | No change |
| GRAL Grail Inc. | 0.90% | 230,000 | $11.9M | New |
| PRME Prime Medicine Inc. | 0.83% | 3,167,175 | $11.0M | No change |
| PSNL Personalis Inc. | 0.77% | 1,600,000 | $10.2M | New |
| DGX Quest Diagnostics Inc. | 0.74% | 50,000 | $9.8M | No change |
| VCYT Veracyte Inc. | 0.67% | 276,308 | $8.9M | No change |
| MLTX Moonlake Immunotherapeutics | 0.64% | 450,000 | $8.4M | New |
| NTLA Intellia Therapeutics Inc. | 0.34% | 355,000 | $4.6M | New |
| IRON Disc Medicine Inc. | 0.31% | 65,000 | $4.2M | New |
| MRNA Moderna Inc. | 0.29% | 75,000 | $3.8M | New |
| ANL Adlai Nortye Group Ltd. | 0.28% | 538,461 | $3.7M | New |
| GLUE Monte Rosa Therapeutics Inc. | 0.23% | 186,014 | $3.1M | Add +116.3% |
| ABSI Absci Corp. | 0.22% | 973,260 | $2.9M | No change |
| IPSC Century Therapeutics Inc. | 0.21% | 1,228,190 | $2.8M | No change |
| BBOT Bridgebio Oncology Therapeut | 0.19% | 282,312 | $2.5M | No change |
| CTNM Contineum Therapeutics Inc. Class A | 0.15% | 148,333 | $1.9M | No change |
| PACB Pacific Biosciences of Calif | 0.07% | 723,767 | $955K | Reduce -82.9% |
| RXRX Recursion Pharmaceuticals-A | 0.04% | 165,323 | $508K | No change |
| TNYA Tenaya Therapeutics Inc. | 0.02% | 361,969 | $251K | No change |
| DNA Ginkgo Bioworks Holdings Inc. | 0.02% | 36,493 | $224K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| RNAM Avidity Biosciences Inc. | Sold out | 0.00% | −4.48 |
| SPRY Ars Pharmaceuticals Inc. | Sold out | 0.00% | −1.16 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −1.03 |
| DXCM Dexcom Inc. | Sold out | 0.00% | −0.72 |
| CI The Cigna Group | Sold out | 0.00% | −0.68 |
| INCY Incyte Corp. | Sold out | 0.00% | −0.61 |
| PACB Pacific Biosciences of Calif | Reduce -82.9% | 0.07% | −0.42 |
| BEAM Beam Therapeutics Inc. | Reduce -15.6% | 2.44% | −0.32 |
| LEGN Legend Biotech Corp.-ADR | Sold out | 0.00% | −0.29 |
| GH Guardant Health Inc. | Reduce -17.1% | 2.20% | −0.21 |
| ILMN Illumina Inc. | Reduce -11.7% | 4.95% | +0.06 |
Portfolio Buys Q4 2025 → Q1 2026
| RLAY Relay Therapeutics Inc. | Add +10.9% | 10.86% | +4.03 |
| TXG 10X Genomics Inc. Class A | Add +62.5% | 3.66% | +2.24 |
| AGMB Agomab Therapeutics NV | New | 1.23% | +1.23 |
| QGEN Qiagen N.V. | New | 1.09% | +1.09 |
| GRAL Grail Inc. | New | 0.90% | +0.90 |
| PSNL Personalis Inc. | New | 0.77% | +0.77 |
| MLTX Moonlake Immunotherapeutics | New | 0.64% | +0.64 |
| SRRK Scholar Rock Holding Corp. | Add +34.6% | 1.30% | +0.59 |
| TSHA Taysha Gene Therapies Inc. | Add +116.7% | 1.10% | +0.59 |
| NGNE Neurogene Inc. | Add +9.7% | 2.17% | +0.51 |
| NTLA Intellia Therapeutics Inc. | New | 0.34% | +0.34 |
| HIMS Hims & Hers Health Inc. | Add +81.8% | 1.10% | +0.32 |
| IRON Disc Medicine Inc. | New | 0.31% | +0.31 |
| MRNA Moderna Inc. | New | 0.29% | +0.29 |
| ANL Adlai Nortye Group Ltd. | New | 0.28% | +0.28 |
| GLUE Monte Rosa Therapeutics Inc. | Add +116.3% | 0.23% | +0.15 |
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 |