Casdin Capital, LLC
Follow13F filer, CIK 1534261, New York, NY
Casdin Capital, LLC reported $1,997,798,996 across 43 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 77.36% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000919574-26-005491
- Period
- 2026-06-30
- Reported value
- $2B
- Holdings
- 43
- Top 10 weight
- 77.36%
- New
- 6
- Sold out
- 3
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| WGSadded | +700,000 | $48.1M |
| RLAYadded | +1,616,666 | $30.2M |
| PBLSnew | +645,690 | $17.7M |
| SIONnew | +400,000 | $17.6M |
| SRRKadded | +315,000 | $17.3M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| TXGreduced | -1,225,000 | -$47M |
| BLFSreduced | -1,302,165 | -$36.8M |
| GHreduced | -130,000 | -$19.5M |
| QGENexited | -360,000 | -$14.4M |
| TEMexited | -294,127 | -$13.3M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q2 2026
Share positions as resolved from 13F-HR 0000919574-26-005491, largest first. % of portfolio is the value over $1,997,798,996, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| RVMDREVOLUTION MEDICINES INC | 2,577,333 | $483M | 24.16% | 0 | Timeline | ||
| RLAYRELAY THERAPEUTICS INC | 16,035,240 | $300M | 15.02% | +1,616,666 | Timeline | ||
| WGSGENEDX HOLDINGS CORP | 3,707,164 | $254M | 12.74% | +700,000 | Timeline | ||
| BLFSBIOLIFE SOLUTIONS INC | 4,655,000 | $131M | 6.58% | -1,302,165 | Timeline | ||
| ILMNILLUMINA INC | 530,000 | $93.2M | 4.66% | 0 | Timeline | ||
| LABSTANDARD BIOTOOLS INC | 88,783,856 | $73M | 3.66% | 0 | Timeline | ||
| GPCRSTRUCTURE THERAPEUTICS INC | 1,175,000 | $63.1M | 3.16% | 0 | Timeline | ||
| DNLIDENALI THERAPEUTICS INC | 2,045,000 | $52.6M | 2.63% | +205,000 | Timeline | ||
| NGNENEUROGENE INC | 1,545,361 | $48.6M | 2.43% | +125,000 | Timeline | ||
| BEAMBEAM THERAPEUTICS INC | 1,350,000 | $46.3M | 2.32% | 0 | Timeline | ||
| TXG10X GENOMICS INC | 1,050,000 | $40.3M | 2.02% | -1,225,000 | Timeline | ||
| SRRKSCHOLAR ROCK HLDG CORP | 665,000 | $36.6M | 1.83% | +315,000 | Timeline | ||
| PSNLPERSONALIS INC | 2,550,000 | $34.2M | 1.71% | +950,000 | Timeline | ||
| GRALGRAIL INC | 480,000 | $32.8M | 1.64% | +250,000 | Timeline | ||
| GHGUARDANT HEALTH INC | 185,000 | $27.8M | 1.39% | -130,000 | Timeline | ||
| MAZEMAZE THERAPEUTICS INC | 843,857 | $25.2M | 1.26% | +85,000 | Timeline | ||
| HIMSHIMS & HERS HEALTH INC | 700,000 | $24.3M | 1.21% | 0 | Timeline | ||
| ALNYALNYLAM PHARMACEUTICALS INC | 75,000 | $22.6M | 1.13% | 0 | Timeline | ||
| TSHATAYSHA GENE THERAPIES INC | 3,250,000 | $22.1M | 1.11% | 0 | Timeline | ||
| AGMBAGOMAB THERAPEUTICS NV | 1,550,000 | $20.1M | 1.01% | 0 | Timeline | ||
| SEPNSEPTERNA INC | 553,268 | $18.5M | 0.93% | 0 | Timeline | ||
| PBLSPARABILIS MEDICINES INC | 645,690 | $17.7M | 0.88% | new | Timeline | ||
| SIONSIONNA THERAPEUTICS INC | 400,000 | $17.6M | 0.88% | new | Timeline | ||
| VCYTVERACYTE INC | 276,308 | $16.2M | 0.81% | 0 | Timeline | ||
| ANLADLAI NORTYE GROUP LTD | 1,250,000 | $14.4M | 0.72% | +711,539 | Timeline | ||
| PRMEPRIME MEDICINE INC | 3,167,175 | $11.7M | 0.58% | 0 | Timeline | ||
| ABSIABSCI CORPORATION | 973,260 | $11.3M | 0.56% | 0 | Timeline | ||
| DGXQUEST DIAGNOSTICS INC | 50,000 | $10.6M | 0.53% | 0 | Timeline | ||
| SRPTSAREPTA THERAPEUTICS INC | 470,000 | $8.45M | 0.42% | new | Timeline | ||
| QUREUNIQURE NV | 150,000 | $6.91M | 0.35% | new | Timeline | ||
| NTLAINTELLIA THERAPEUTICS INC | 355,000 | $6.01M | 0.3% | 0 | Timeline | ||
| MRNAMODERNA INC | 75,000 | $5.25M | 0.26% | 0 | Timeline | ||
| IRONDISC MEDICINE INC | 65,000 | $4.75M | 0.24% | 0 | Timeline | ||
| GLUEMONTE ROSA THERAPEUTICS INC | 186,014 | $4.5M | 0.23% | 0 | Timeline | ||
| IPSCCENTURY THERAPEUTICS INC | 1,228,190 | $3.01M | 0.15% | 0 | Timeline | ||
| CTNMCONTINEUM THERAPEUTICS INC | 148,333 | $2.43M | 0.12% | 0 | Timeline | ||
| BBOTBRIDGEBIO ONCOLOGY THERAPEUT | 282,312 | $2.15M | 0.11% | 0 | Timeline | ||
| EDITEDITAS MEDICINE INC | 445,000 | $1.44M | 0.07% | new | Timeline | ||
| PACBPACIFIC BIOSCIENCES CALIF IN | 723,767 | $1.22M | 0.06% | 0 | Timeline | ||
| KARDKARDIGAN INC | 50,000 | $1.19M | 0.06% | new | Timeline | ||
| RXRXRECURSION PHARMACEUTICALS IN | 165,323 | $607K | 0.03% | 0 | Timeline | ||
| DNAGINKGO BIOWORKS HOLDINGS INC | 36,493 | $362K | 0.02% | 0 | Timeline | ||
| TNYATENAYA THERAPEUTICS INC | 361,969 | $268K | 0.01% | 0 | Timeline |
Sold out in Q2 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
How Q2 2026 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0000919574-26-005491 | base | 2026-08-14 | acceptance time not in the bulk data set |
Filings
Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.
| Filing | Subject | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000919574-26-005491 | Quarter ended 2026-06-30 | 2026-08-14 | acceptance time not in the bulk data set | |
| 13F-HR 0000919574-26-003451 | Quarter ended 2026-03-31 | 2026-05-15 | acceptance time not in the bulk data set | |
| 13F-HR 0000919574-26-001181 | Quarter ended 2025-12-31 | 2026-02-17 | acceptance time not in the bulk data set | |
| 13F-HR 0000919574-25-007006 | Quarter ended 2025-09-30 | 2025-11-14 | acceptance time not in the bulk data set | |
| 13F-HR 0000919574-25-004903 | Quarter ended 2025-06-30 | 2025-08-14 | acceptance time not in the bulk data set | |
| 13F-HR 0000919574-25-003248 | Quarter ended 2025-03-31 | 2025-05-15 | acceptance time not in the bulk data set | |
| 13F-HR 0000919574-25-001518 | Quarter ended 2024-12-31 | 2025-02-14 | acceptance time not in the bulk data set | |
| 13F-HR 0000919574-24-006736 | Quarter ended 2024-09-30 | 2024-11-14 | acceptance time not in the bulk data set | |
| 13F-HR/A 0000919574-24-005948 | Quarter ended 2024-06-30 | 2024-10-18 | acceptance time not in the bulk data set | |
| 13F-HR 0000919574-24-004750 | Quarter ended 2024-06-30 | 2024-08-14 | acceptance time not in the bulk data set | |
| 13F-HR 0000919574-24-003198 | Quarter ended 2024-03-31 | 2024-05-15 | acceptance time not in the bulk data set | |
| 13F-HR 0000919574-24-001474 | Quarter ended 2023-12-31 | 2024-02-14 | acceptance time not in the bulk data set | |
| 13F-HR 0000919574-23-006405 | Quarter ended 2023-09-30 | 2023-11-14 | acceptance time not in the bulk data set | |
| 13F-HR 0000919574-23-004796 | Quarter ended 2023-06-30 | 2023-08-14 | acceptance time not in the bulk data set | |
| 13F-HR 0000919574-23-003310 | Quarter ended 2023-03-31 | 2023-05-15 | acceptance time not in the bulk data set | |
| 13F-HR 0000919574-23-001552 | Quarter ended 2022-12-31 | 2023-02-14 | acceptance time not in the bulk data set | |
| 13F-HR 0000919574-22-006773 | Quarter ended 2022-09-30 | 2022-11-14 | acceptance time not in the bulk data set | |
| 13F-HR 0000919574-22-005034 | Quarter ended 2022-06-30 | 2022-08-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001534261-22-000004 | Quarter ended 2022-03-31 | 2022-05-16 | acceptance time not in the bulk data set | |
| 13F-HR 0001534261-22-000002 | Quarter ended 2021-12-31 | 2022-02-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001534261-21-000008 | Quarter ended 2021-09-30 | 2021-11-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001534261-21-000006 | Quarter ended 2021-06-30 | 2021-08-16 | acceptance time not in the bulk data set | |
| 13F-HR 0001534261-21-000004 | Quarter ended 2021-03-31 | 2021-05-17 | acceptance time not in the bulk data set | |
| 13F-HR 0001534261-21-000002 | Quarter ended 2020-12-31 | 2021-02-16 | acceptance time not in the bulk data set | |
| 13F-HR 0001534261-20-000014 | Quarter ended 2020-09-30 | 2020-11-16 | acceptance time not in the bulk data set | |
| 13F-HR 0001534261-20-000012 | Quarter ended 2020-06-30 | 2020-08-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001534261-20-000008 | Quarter ended 2020-03-31 | 2020-05-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001534261-20-000005 | Quarter ended 2019-12-31 | 2020-02-14 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001534261-20-000001 | Quarter ended 2019-09-30 | 2020-01-03 | acceptance time not in the bulk data set | |
| 13F-HR 0001534261-19-000011 | Quarter ended 2019-09-30 | 2019-11-12 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001534261-19-000012 | Quarter ended 2019-09-30 | 2019-11-12 | acceptance time not in the bulk data set | |
| 13F-HR 0001534261-19-000010 | Quarter ended 2019-06-30 | 2019-08-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001534261-19-000008 | Quarter ended 2019-03-31 | 2019-05-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001534261-19-000007 | Quarter ended 2018-12-31 | 2019-02-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001172661-18-002093 | Quarter ended 2018-09-30 | 2018-11-14 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001172661-18-001712 | Quarter ended 2018-06-30 | 2018-08-20 | acceptance time not in the bulk data set | |
| 13F-HR 0001172661-18-001605 | Quarter ended 2018-06-30 | 2018-08-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001172661-18-001199 | Quarter ended 2018-03-31 | 2018-05-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001172661-18-000559 | Quarter ended 2017-12-31 | 2018-02-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001172661-17-002006 | Quarter ended 2017-09-30 | 2017-11-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001172661-17-001658 | Quarter ended 2017-06-30 | 2017-08-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001172661-17-001193 | Quarter ended 2017-03-31 | 2017-05-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001172661-17-000699 | Quarter ended 2016-12-31 | 2017-02-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001172661-16-004290 | Quarter ended 2016-09-30 | 2016-11-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001172661-16-003861 | Quarter ended 2016-06-30 | 2016-08-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001172661-16-003186 | Quarter ended 2016-03-31 | 2016-05-09 | acceptance time not in the bulk data set | |
| 13F-HR 0001172661-16-002454 | Quarter ended 2015-12-31 | 2016-02-08 | acceptance time not in the bulk data set |