Casdin Capital, LLC
CIK: 1534261
Holdings (43)
Q2 2026 13F, quarter ended Jun 30, 2026, filed Aug 14, 2026
- RVMD
REVOLUTION MEDICINES INC
$482.68M
2.58M sh24.16%+0.0% - RLAY
RELAY THERAPEUTICS INC
$300.02M
16.04M sh15.02%+11.2% - WGS
GENEDX HOLDINGS CORP
$254.5M
3.71M sh12.74%+23.3% - BLFS
BIOLIFE SOLUTIONS INC
$131.46M
4.66M sh6.58%-21.9% - ILMN
ILLUMINA INC
$93.19M
530,000 sh4.66%+0.0% - LAB
STANDARD BIOTOOLS INC
$73.04M
88.78M sh3.66%+0.0% - GPCR
STRUCTURE THERAPEUTICS INC
$63.06M
1.18M sh3.16%+0.0% - DNLI
DENALI THERAPEUTICS INC
$52.6M
2.04M sh2.63%+11.1% - NGNE
NEUROGENE INC
$48.6M
1.55M sh2.43%+8.8% - BEAM
BEAM THERAPEUTICS INC
$46.33M
1.35M sh2.32%+0.0% - TXG
10X GENOMICS INC
$40.26M
1.05M sh2.02%-53.9% - SRRK
SCHOLAR ROCK HLDG CORP
$36.58M
665,000 sh1.83%+90.0% - PSNL
PERSONALIS INC
$34.17M
2.55M sh1.71%+59.4% - GRAL
GRAIL INC
$32.77M
480,000 sh1.64%+108.7% - GH
GUARDANT HEALTH INC
$27.76M
185,000 sh1.39%-41.3% - MAZE
MAZE THERAPEUTICS INC
$25.18M
843,857 sh1.26%+11.2% - HIMS
HIMS & HERS HEALTH INC
$24.27M
700,000 sh1.21%+0.0% - ALNY
ALNYLAM PHARMACEUTICALS INC
$22.58M
75,000 sh1.13%+0.0% - TSHA
TAYSHA GENE THERAPIES INC
$22.13M
3.25M sh1.11%+0.0% - AGMB
AGOMAB THERAPEUTICS NV
$20.12M
1.55M sh1.01%+0.0% - SEPN
SEPTERNA INC
$18.53M
553,268 sh0.93%+0.0% - PBLS
PARABILIS MEDICINES INC
$17.67M
645,690 sh0.88%New - SION
SIONNA THERAPEUTICS INC
$17.6M
400,000 sh0.88%New - VCYT
VERACYTE INC
$16.23M
276,308 sh0.81%+0.0% - ANL
ADLAI NORTYE LTD
$14.38M
1.25M sh0.72%+132.1% - PRME
PRIME MEDICINE INC
$11.69M
3.17M sh0.58%+0.0% - ABSI
ABSCI CORPORATION
$11.28M
973,260 sh0.56%+0.0% - DGX
QUEST DIAGNOSTICS INC
$10.6M
50,000 sh0.53%+0.0% - SRPT
SAREPTA THERAPEUTICS INC
$8.45M
470,000 sh0.42%New - QURE
UNIQURE NV
$6.91M
150,000 sh0.35%New - NTLA
INTELLIA THERAPEUTICS INC
$6.01M
355,000 sh0.30%+0.0% - MRNA
MODERNA INC
$5.25M
75,000 sh0.26%+0.0% - IRON
DISC MEDICINE INC
$4.75M
65,000 sh0.24%+0.0% - GLUE
MONTE ROSA THERAPEUTICS INC
$4.5M
186,014 sh0.23%+0.0% - IPSC
CENTURY THERAPEUTICS INC
$3.01M
1.23M sh0.15%+0.0% - CTNM
CONTINEUM THERAPEUTICS INC
$2.43M
148,333 sh0.12%+0.0% - BBOT
BRIDGEBIO ONCOLOGY THERAPEUT
$2.15M
282,312 sh0.11%+0.0% - EDIT
EDITAS MEDICINE INC
$1.44M
445,000 sh0.07%New - PACB
PACIFIC BIOSCIENCES CALIF IN
$1.22M
723,767 sh0.06%+0.0% - KARD
KARDIGAN INC
$1.19M
50,000 sh0.06%New - RXRX
RECURSION PHARMACEUTICALS IN
$607K
165,323 sh0.03%+0.0% - DNA
GINKGO BIOWORKS HOLDINGS INC
$362K
36,493 sh0.02%+0.0% - TNYA
TENAYA THERAPEUTICS INC
$268K
361,969 sh0.01%+0.0%
| Security | Shares | Value | Change | Weight | Period |
|---|---|---|---|---|---|
 RVMD REVOLUTION MEDICINES INC | 2.58M | $482.68M | +0.0% | 24.16% | Q2 2026 |
 RLAY RELAY THERAPEUTICS INC | 16.04M | $300.02M | +11.2% | 15.02% | Q2 2026 |
 WGS GENEDX HOLDINGS CORP | 3.71M | $254.5M | +23.3% | 12.74% | Q2 2026 |
 BLFS BIOLIFE SOLUTIONS INC | 4.66M | $131.46M | -21.9% | 6.58% | Q2 2026 |
 ILMN ILLUMINA INC | 530,000 | $93.19M | +0.0% | 4.66% | Q2 2026 |
 LAB STANDARD BIOTOOLS INC | 88.78M | $73.04M | +0.0% | 3.66% | Q2 2026 |
 GPCR STRUCTURE THERAPEUTICS INC | 1.18M | $63.06M | +0.0% | 3.16% | Q2 2026 |
 DNLI DENALI THERAPEUTICS INC | 2.04M | $52.6M | +11.1% | 2.63% | Q2 2026 |
 NGNE NEUROGENE INC | 1.55M | $48.6M | +8.8% | 2.43% | Q2 2026 |
 BEAM BEAM THERAPEUTICS INC | 1.35M | $46.33M | +0.0% | 2.32% | Q2 2026 |
 TXG 10X GENOMICS INC | 1.05M | $40.26M | -53.9% | 2.02% | Q2 2026 |
 SRRK SCHOLAR ROCK HLDG CORP | 665,000 | $36.58M | +90.0% | 1.83% | Q2 2026 |
 PSNL PERSONALIS INC | 2.55M | $34.17M | +59.4% | 1.71% | Q2 2026 |
 GRAL GRAIL INC | 480,000 | $32.77M | +108.7% | 1.64% | Q2 2026 |
 GH GUARDANT HEALTH INC | 185,000 | $27.76M | -41.3% | 1.39% | Q2 2026 |
 MAZE MAZE THERAPEUTICS INC | 843,857 | $25.18M | +11.2% | 1.26% | Q2 2026 |
 HIMS HIMS & HERS HEALTH INC | 700,000 | $24.27M | +0.0% | 1.21% | Q2 2026 |
 ALNY ALNYLAM PHARMACEUTICALS INC | 75,000 | $22.58M | +0.0% | 1.13% | Q2 2026 |
 TSHA TAYSHA GENE THERAPIES INC | 3.25M | $22.13M | +0.0% | 1.11% | Q2 2026 |
 AGMB AGOMAB THERAPEUTICS NV | 1.55M | $20.12M | +0.0% | 1.01% | Q2 2026 |
 SEPN SEPTERNA INC | 553,268 | $18.53M | +0.0% | 0.93% | Q2 2026 |
 PBLS PARABILIS MEDICINES INC | 645,690 | $17.67M | New | 0.88% | Q2 2026 |
 SION SIONNA THERAPEUTICS INC | 400,000 | $17.6M | New | 0.88% | Q2 2026 |
 VCYT VERACYTE INC | 276,308 | $16.23M | +0.0% | 0.81% | Q2 2026 |
 ANL ADLAI NORTYE LTD | 1.25M | $14.38M | +132.1% | 0.72% | Q2 2026 |
 PRME PRIME MEDICINE INC | 3.17M | $11.69M | +0.0% | 0.58% | Q2 2026 |
 ABSI ABSCI CORPORATION | 973,260 | $11.28M | +0.0% | 0.56% | Q2 2026 |
 DGX QUEST DIAGNOSTICS INC | 50,000 | $10.6M | +0.0% | 0.53% | Q2 2026 |
 SRPT SAREPTA THERAPEUTICS INC | 470,000 | $8.45M | New | 0.42% | Q2 2026 |
 QURE UNIQURE NV | 150,000 | $6.91M | New | 0.35% | Q2 2026 |
 NTLA INTELLIA THERAPEUTICS INC | 355,000 | $6.01M | +0.0% | 0.30% | Q2 2026 |
 MRNA MODERNA INC | 75,000 | $5.25M | +0.0% | 0.26% | Q2 2026 |
 IRON DISC MEDICINE INC | 65,000 | $4.75M | +0.0% | 0.24% | Q2 2026 |
 GLUE MONTE ROSA THERAPEUTICS INC | 186,014 | $4.5M | +0.0% | 0.23% | Q2 2026 |
 IPSC CENTURY THERAPEUTICS INC | 1.23M | $3.01M | +0.0% | 0.15% | Q2 2026 |
 CTNM CONTINEUM THERAPEUTICS INC | 148,333 | $2.43M | +0.0% | 0.12% | Q2 2026 |
 BBOT BRIDGEBIO ONCOLOGY THERAPEUT | 282,312 | $2.15M | +0.0% | 0.11% | Q2 2026 |
 EDIT EDITAS MEDICINE INC | 445,000 | $1.44M | New | 0.07% | Q2 2026 |
 PACB PACIFIC BIOSCIENCES CALIF IN | 723,767 | $1.22M | +0.0% | 0.06% | Q2 2026 |
 KARD KARDIGAN INC | 50,000 | $1.19M | New | 0.06% | Q2 2026 |
 RXRX RECURSION PHARMACEUTICALS IN | 165,323 | $607K | +0.0% | 0.03% | Q2 2026 |
 DNA GINKGO BIOWORKS HOLDINGS INC | 36,493 | $362K | +0.0% | 0.02% | Q2 2026 |
 TNYA TENAYA THERAPEUTICS INC | 361,969 | $268K | +0.0% | 0.01% | Q2 2026 |
1-43 of 43 holdings
Sector Allocation
SEC Filings
| Form | Description | Filed |
|---|---|---|
About Casdin Capital, LLC
Casdin Capital, LLC is an Investment Adviser that reports its US-listed stock and option positions to the SEC on Form 13F (CIK 1534261). Signal8 holds 21 13F filings from it. Its SEC filings list Delaware as its state of incorporation.
Its most recent 13F holdings report covers Q2 2026 (the quarter ended Jun 30, 2026) and was filed on Aug 14, 2026. That report lists 43 securities, not counting options, up from 40 in Q1 2026.
Its five largest reported positions, in order, are REVOLUTION MEDICINES INC (RVMD), RELAY THERAPEUTICS INC (RLAY), GENEDX HOLDINGS CORP (WGS), BIOLIFE SOLUTIONS INC (BLFS) and ILLUMINA INC (ILMN). The next five are STANDARD BIOTOOLS INC (LAB), STRUCTURE THERAPEUTICS INC (GPCR), DENALI THERAPEUTICS INC (DNLI), NEUROGENE INC (NGNE) and BEAM THERAPEUTICS INC (BEAM).
Recent 13F filings by Casdin Capital, LLC
- Q2 2026: 13F-HR filed Aug 14, 2026, listing 43 securities.
- Q1 2026: 13F-HR filed May 15, 2026, listing 40 securities.
- Q4 2025: 13F-HR filed Feb 17, 2026, listing 38 securities.
- Q3 2025: 13F-HR filed Nov 14, 2025, listing 32 securities.
- Q2 2025: 13F-HR filed Aug 14, 2025, listing 33 securities.
- Q1 2025: 13F-HR filed May 15, 2025, listing 44 securities.