Casdin Capital, LLC 13F holdings
Casdin Capital, LLC reported 43 positions with a total reported value of $2.0B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: RVMD REVOLUTION MEDICINES INC (24.2%), RLAY RELAY THERAPEUTICS INC (15.0%), WGS GENEDX HOLDINGS CORP (12.7%), BLFS BIOLIFE SOLUTIONS INC (6.6%), ILMN ILLUMINA INC (4.7%). Against 2026-03-31 it opened 6 new positions and exited 3. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 43 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| RVMD REVOLUTION MEDICINES INC | 2,577,333 | $482.7M | 24.2% |
| RLAY RELAY THERAPEUTICS INC | 16,035,240 | $300.0M | 15.0% |
| WGS GENEDX HOLDINGS CORP | 3,707,164 | $254.5M | 12.7% |
| BLFS BIOLIFE SOLUTIONS INC | 4,655,000 | $131.5M | 6.6% |
| ILMN ILLUMINA INC | 530,000 | $93.2M | 4.7% |
| LAB STANDARD BIOTOOLS INC | 88,783,856 | $73.0M | 3.7% |
| GPCR STRUCTURE THERAPEUTICS INC | 1,175,000 | $63.1M | 3.2% |
| DNLI DENALI THERAPEUTICS INC | 2,045,000 | $52.6M | 2.6% |
| NGNE NEUROGENE INC | 1,545,361 | $48.6M | 2.4% |
| BEAM BEAM THERAPEUTICS INC | 1,350,000 | $46.3M | 2.3% |
| TXG 10X GENOMICS INC | 1,050,000 | $40.3M | 2.0% |
| SRRK SCHOLAR ROCK HLDG CORP | 665,000 | $36.6M | 1.8% |
| PSNL PERSONALIS INC | 2,550,000 | $34.2M | 1.7% |
| GRAL GRAIL INC | 480,000 | $32.8M | 1.6% |
| GH GUARDANT HEALTH INC | 185,000 | $27.8M | 1.4% |
| MAZE MAZE THERAPEUTICS INC | 843,857 | $25.2M | 1.3% |
| HIMS HIMS & HERS HEALTH INC | 700,000 | $24.3M | 1.2% |
| ALNY ALNYLAM PHARMACEUTICALS INC | 75,000 | $22.6M | 1.1% |
| TSHA TAYSHA GENE THERAPIES INC | 3,250,000 | $22.1M | 1.1% |
| AGMB AGOMAB THERAPEUTICS NV | 1,550,000 | $20.1M | 1.0% |
| SEPN SEPTERNA INC | 553,268 | $18.5M | 0.9% |
| PBLS PARABILIS MEDICINES INC | 645,690 | $17.7M | 0.9% |
| SION SIONNA THERAPEUTICS INC | 400,000 | $17.6M | 0.9% |
| VCYT VERACYTE INC | 276,308 | $16.2M | 0.8% |
| ANL ADLAI NORTYE LTD | 1,250,000 | $14.4M | 0.7% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 6 in all · reported value as of 2026-06-30
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 3 in all · reported value as of 2026-03-31
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| WGS GENEDX HOLDINGS CORP | 3,007,164 | 3,707,164 | +23.3% | $254.5M |
| RLAY RELAY THERAPEUTICS INC | 14,418,574 | 16,035,240 | +11.2% | $300.0M |
| SRRK SCHOLAR ROCK HLDG CORP | 350,000 | 665,000 | +90.0% | $36.6M |
| GRAL GRAIL INC | 230,000 | 480,000 | +108.7% | $32.8M |
| PSNL PERSONALIS INC | 1,600,000 | 2,550,000 | +59.4% | $34.2M |
| ANL ADLAI NORTYE LTD | 538,461 | 1,250,000 | +132.1% | $14.4M |
| DNLI DENALI THERAPEUTICS INC | 1,840,000 | 2,045,000 | +11.1% | $52.6M |
| NGNE NEUROGENE INC | 1,420,361 | 1,545,361 | +8.8% | $48.6M |
| MAZE MAZE THERAPEUTICS INC | 758,857 | 843,857 | +11.2% | $25.2M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| TXG 10X GENOMICS INC | 2,275,000 | 1,050,000 | -53.8% | $40.3M |
| BLFS BIOLIFE SOLUTIONS INC | 5,957,165 | 4,655,000 | -21.9% | $131.5M |
| GH GUARDANT HEALTH INC | 315,000 | 185,000 | -41.3% | $27.8M |
CIK 1534261 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
