Q2 2026 13F · SEC CIK 1534261

Casdin Capital, LLC

Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $2.0B
Reported positions: 43
Top holdings a year, 3 yrs: +37.0%
Assets under management: $2.9B

Casdin Capital, LLC is a hedge fund that reported 43 positions worth $2.0B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Revolution Medicines Inc (RVMD, 24.2%), Relay Therapeutics Inc (RLAY, 15.0%), Genedx Holdings Corp (WGS, 12.7%). A portfolio copying its top holdings returned 37.0% a year over the last 3 years, against 22.3% for the S&P 500.

Casdin Capital, LLC holdings all 43 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Casdin Capital, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
RVMDRevolution Medicines Inc	24.2%	19.0%	2,577,333	+0.0%	$482.7M
RLAYRelay Therapeutics Inc	15.0%	10.9%	16,035,240	+11.2%	$300.0M
WGSGenedx Holdings Corp	12.7%	14.6%	3,707,164	+23.3%	$254.5M
BLFSBiolife Solutions Inc	6.6%	8.6%	4,655,000	-21.9%	$131.5M
ILMNIllumina Inc	4.7%	4.9%	530,000	+0.0%	$93.2M
FLDMStandard Biotools Inc	3.7%	6.2%	88,783,856	+0.0%	$73.0M
GPCRStructure Therapeutics F Unspo	3.2%	4.3%	1,175,000	+0.0%	$63.1M
DNLIDenali Therapeutics Inc Com	2.6%	2.7%	2,045,000	+11.1%	$52.6M
NGNENeurogene Inc	2.4%	2.2%	1,545,361	+8.8%	$48.6M
BEAMBeam Therapeutics Inc	2.3%	2.4%	1,350,000	+0.0%	$46.3M
TXG10x Genomics Inc	2.0%	3.7%	1,050,000	-53.8%	$40.3M
SRRKScholar Rock Hldg Corp	1.8%	1.3%	665,000	+90.0%	$36.6M
PSNLPersonalis Inc	1.7%	0.8%	2,550,000	+59.4%	$34.2M
GRALGRAIL, Inc.	1.6%	0.9%	480,000	+108.7%	$32.8M
GHGuardant Health Inc	1.4%	2.2%	185,000	-41.3%	$27.8M
MAZEMaze Therapeutics Inc	1.3%	1.7%	843,857	+11.2%	$25.2M
HIMSHims & Hers Health Inc	1.2%	1.1%	700,000	+0.0%	$24.3M
ALNYAlnylam Pharmaceuticals Inc	1.1%	1.9%	75,000	+0.0%	$22.6M
TSHATaysha Gene Therapies Inc	1.1%	1.1%	3,250,000	+0.0%	$22.1M
AGMBAgomab Therapeutics NV	1.0%	1.2%	1,550,000	+0.0%	$20.1M
SEPNSepterna Inc	0.9%	1.0%	553,268	+0.0%	$18.5M
PBLSParabilis Medicines, Inc.	0.9%	New	645,690	—	$17.7M
829401108Sionna Therapeutics Inc	0.9%	New	400,000	—	$17.6M
VCYTVeracyte Inc	0.8%	0.7%	276,308	+0.0%	$16.2M
ANLAdlai Nortye Ltd	0.7%	0.3%	1,250,000	+132.1%	$14.4M
PRMEPrime Medicine Inc	0.6%	0.8%	3,167,175	+0.0%	$11.7M
ABSIAbsci Corporation	0.6%	0.2%	973,260	+0.0%	$11.3M
DGXQuest Diagnostics Inc	0.5%	0.7%	50,000	+0.0%	$10.6M
SRPTSarepta Therapeutics Inc	0.4%	New	470,000	—	$8.4M
QUREUniqure NV	0.3%	New	150,000	—	$6.9M
NTLAIntellia Therapeutics Inc	0.3%	0.3%	355,000	+0.0%	$6.0M
MRNAModerna Inc	0.3%	0.3%	75,000	+0.0%	$5.3M
IRONDisc Medicine Inc	0.2%	0.3%	65,000	+0.0%	$4.8M
GLUEMonte Rosa Therapeutics Inc	0.2%	0.2%	186,014	+0.0%	$4.5M
IPSCCentury Therapeutics Inc	0.2%	0.2%	1,228,190	+0.0%	$3.0M
CTNMContineum Therapeutics Inc	0.1%	0.1%	148,333	+0.0%	$2.4M
BBOTBridgebio Oncology Therapeut	0.1%	0.2%	282,312	+0.0%	$2.2M
EDITEditas Medicine Inc	0.1%	New	445,000	—	$1.4M
PACBPacific Biosciences Calif in	0.1%	0.1%	723,767	+0.0%	$1.2M
KARDKardigan Inc	0.1%	New	50,000	—	$1.2M
RXRXRecursion Pharmaceuticals Inc Cl A	0.0%	0.0%	165,323	+0.0%	$607K
DNAGinkgo Bioworks Holdings Inc Cl A	0.0%	0.0%	36,493	+0.0%	$362K
TNYATenaya Therapeutics Inc	0.0%	0.0%	361,969	+0.0%	$268K

What Casdin Capital, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

PBLS Parabilis Medicines, Inc.0.9% of 13F
Sionna Therapeutics Inc0.9% of 13F
SRPT Sarepta Therapeutics Inc0.4% of 13F
QURE Uniqure NV0.3% of 13F
EDIT Editas Medicine Inc0.1% of 13F
KARD Kardigan Inc0.1% of 13F

Added to

ANL Adlai Nortye Ltd+132.1% shares
GRAL GRAIL, Inc.+108.7% shares
SRRK Scholar Rock Hldg Corp+90.0% shares
PSNL Personalis Inc+59.4% shares
WGS Genedx Holdings Corp+23.3% shares
RLAY Relay Therapeutics Inc+11.2% shares
MAZE Maze Therapeutics Inc+11.2% shares
DNLI Denali Therapeutics Inc Com+11.1% shares

Reduced

Sold out

QGEN Qiagen NVwas 1.1%
TEM Tempus Ai Incwas 1.0%
MLTX Moonlake Immunotherapeuticswas 0.6%

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +35.1% /yr; S&P 500 +11.7%
3 years: +37.0% /yr; S&P 500 +22.3%
5 years: -5.1% /yr; S&P 500 +10.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$2.0B	43
Q1 2026	$1.3B	40
Q4 2025	$1.6B	38
Q3 2025	$1.2B	32
Q2 2025	$1.1B	33
Q1 2025	$1.2B	44
Q4 2024	$1.5B	38
Q3 2024	$1.5B	35
Q2 2024	$1.3B	38
Q1 2024	$1.3B	36
Q4 2023	$1.0B	36
Q3 2023	$896.6M	38

Questions about Casdin Capital, LLC's portfolio

What stocks does Casdin Capital, LLC own?

Casdin Capital, LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 43 positions worth $2.0B. The largest are Revolution Medicines Inc (RVMD) at 24.2%, Relay Therapeutics Inc (RLAY) at 15.0%, Genedx Holdings Corp (WGS) at 12.7%, Biolife Solutions Inc (BLFS) at 6.6% and Illumina Inc (ILMN) at 4.7%.

What did Casdin Capital, LLC buy last quarter?

In Q2 2026, Casdin Capital, LLC added a new position in Parabilis Medicines, Inc. (PBLS), a new position in Sionna Therapeutics Inc, a new position in Sarepta Therapeutics Inc (SRPT), a new position in Uniqure NV (QURE), a new position in Editas Medicine Inc (EDIT), Adlai Nortye Ltd (ANL) (+132.1% shares), GRAIL, Inc. (GRAL) (+108.7% shares) and Scholar Rock Hldg Corp (SRRK) (+90.0% shares), compared with its Q1 2026 filing.

What did Casdin Capital, LLC sell last quarter?

In Q2 2026, Casdin Capital, LLC sold all of Qiagen NV (QGEN), sold all of Tempus Ai Inc (TEM), sold all of Moonlake Immunotherapeutics (MLTX), 10x Genomics Inc (TXG) (-53.8% shares), Guardant Health Inc (GH) (-41.3% shares) and Biolife Solutions Inc (BLFS) (-21.9% shares), compared with its Q1 2026 filing.

How has Casdin Capital, LLC's portfolio performed?

A portfolio copying Casdin Capital, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +37.0% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: +35.1% against +11.7%. Over 5 years: -5.1% a year against +10.6%.

When is Casdin Capital, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Casdin Capital, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Casdin Capital, LLC manage?

Casdin Capital, LLC reported $2.9B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $2.0B.