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Casdin Capital, LLC

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13F filer, CIK 1534261, New York, NY

Casdin Capital, LLC reported $1,098,157,889 across 33 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14. Its ten largest share positions make up 85.29% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000919574-25-004903

Period
2025-06-30
Reported value
$1.1B
Holdings
33
Top 10 weight
85.29%
New
1
Sold out
12

Largest buys vs the previous quarter

SecurityShares changeApprox. value
GPCRadded+525,000$10.9M
RLAYadded+2,300,000$7.96M
LLYnew+8,500$6.63M
ILMNadded+50,000$4.77M
PRMEadded+1,200,000$2.96M

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

SecurityShares changeApprox. value
RVMDreduced-810,000-$29.8M
BLUEPRINT MEDICINES CORPexited-326,378-$28.9M
BLFSreduced-1,000,000-$21.5M
EXASreduced-315,000-$16.7M
NTLAexited-2,000,000-$14.2M

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 2025

Share positions as resolved from 13F-HR 0000919574-25-004903, largest first. % of portfolio is the value over $1,098,157,889, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
WGSGENEDX HOLDINGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,507,164 shares; 2024Q4: 3,507,164 shares; 2025Q1: 3,507,164 shares; 2025Q2: 3,507,164 shares 3,507,164$324M29.48%0Timeline
BLFSBIOLIFE SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,707,165 shares; 2024Q4: 8,707,165 shares; 2025Q1: 8,707,165 shares; 2025Q2: 7,707,165 shares 7,707,165$166M15.12%-1,000,000Timeline
RVMDREVOLUTION MEDICINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,114,283 shares; 2024Q4: 3,699,283 shares; 2025Q1: 3,697,933 shares; 2025Q2: 2,887,933 shares 2,887,933$106M9.68%-810,000Timeline
LABSTANDARD BIOTOOLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,254,677 shares; 2024Q4: 71,254,677 shares; 2025Q1: 76,075,636 shares; 2025Q2: 76,075,636 shares 76,075,636$91.3M8.31%0Timeline
ILMNILLUMINA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 750,000 shares; 2024Q4: 750,000 shares; 2025Q1: 595,000 shares; 2025Q2: 645,000 shares 645,000$61.5M5.6%+50,000Timeline
RNAMAVIDITY BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,084,841 shares; 2024Q4: 2,045,000 shares; 2025Q1: 2,045,000 shares; 2025Q2: 1,775,000 shares 1,775,000$50.4M4.59%-270,000Timeline
VERVE THERAPEUTICS INCVERVE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,995,571 shares; 2024Q4: 3,995,571 shares; 2025Q1: 3,995,571 shares; 2025Q2: 4,095,571 shares 4,095,571$46M4.19%+100,000
RLAYRELAY THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,251,108 shares; 2024Q4: 8,948,574 shares; 2025Q1: 9,098,574 shares; 2025Q2: 11,398,574 shares 11,398,574$39.4M3.59%+2,300,000Timeline
ALNYALNYLAM PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,000 shares; 2024Q4: 140,000 shares; 2025Q1: 120,000 shares; 2025Q2: 81,500 shares 81,500$26.6M2.42%-38,500Timeline
GPCRSTRUCTURE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700,000 shares; 2024Q4: 700,000 shares; 2025Q1: 700,000 shares; 2025Q2: 1,225,000 shares 1,225,000$25.4M2.31%+525,000Timeline
BEAMBEAM THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 775,000 shares; 2024Q4: 1,250,000 shares; 2025Q1: 1,425,562 shares; 2025Q2: 1,450,000 shares 1,450,000$24.7M2.25%+24,438Timeline
NGNENEUROGENE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 524,616 shares; 2024Q4: 1,295,361 shares; 2025Q1: 1,295,361 shares; 2025Q2: 1,295,361 shares 1,295,361$19.4M1.76%0Timeline
CDXSCODEXIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,100,000 shares; 2024Q4: 8,100,000 shares; 2025Q1: 8,100,000 shares; 2025Q2: 7,200,000 shares 7,200,000$17.6M1.6%-900,000Timeline
SRPTSAREPTA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,073,500 shares; 2024Q4: 1,073,500 shares; 2025Q1: 900,783 shares; 2025Q2: 990,097 shares 990,097$16.9M1.54%+89,314Timeline
DNLIDENALI THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 990,000 shares; 2024Q4: 990,000 shares; 2025Q1: 990,000 shares; 2025Q2: 890,000 shares 890,000$12.5M1.13%-100,000Timeline
HIMSHIMS & HERS HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200,000 shares; 2025Q2: 230,000 shares 230,000$11.5M1.04%+30,000Timeline
MAZEMAZE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 946,357 shares; 2025Q2: 758,857 shares 758,857$9.31M0.85%-187,500Timeline
VCYTVERACYTE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 666,308 shares; 2024Q4: 276,308 shares; 2025Q1: 276,308 shares; 2025Q2: 276,308 shares 276,308$7.47M0.68%0Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,500 shares 8,500$6.63M0.6%newTimeline
SNDXSYNDAX PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 475,000 shares; 2024Q4: 475,000 shares; 2025Q1: 635,000 shares; 2025Q2: 650,000 shares 650,000$6.08M0.55%+15,000Timeline
SEPNSEPTERNA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 553,268 shares; 2025Q1: 553,268 shares; 2025Q2: 553,268 shares 553,268$5.85M0.53%0Timeline
GHGUARDANT HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350,000 shares; 2024Q4: 350,000 shares; 2025Q1: 250,000 shares; 2025Q2: 100,000 shares 100,000$5.2M0.47%-150,000Timeline
EXASEXACT SCIENCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 650,000 shares; 2024Q4: 650,000 shares; 2025Q1: 405,000 shares; 2025Q2: 90,000 shares 90,000$4.78M0.44%-315,000Timeline
PRMEPRIME MEDICINE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 367,175 shares; 2024Q4: 367,175 shares; 2025Q1: 367,175 shares; 2025Q2: 1,567,175 shares 1,567,175$3.87M0.35%+1,200,000Timeline
AGIOAGIOS PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 250,000 shares; 2025Q1: 250,000 shares; 2025Q2: 100,000 shares 100,000$3.33M0.3%-150,000Timeline
ABSIABSCI CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 973,260 shares; 2024Q4: 973,260 shares; 2025Q1: 973,260 shares; 2025Q2: 973,260 shares 973,260$2.5M0.23%0Timeline
PACBPACIFIC BIOSCIENCES CALIF INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,035,859 shares; 2024Q4: 1,035,859 shares; 2025Q1: 723,767 shares; 2025Q2: 723,767 shares 723,767$897K0.08%0Timeline
RXRXRECURSION PHARMACEUTICALS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 165,323 shares; 2025Q1: 165,323 shares; 2025Q2: 165,323 shares 165,323$837K0.08%0Timeline
IPSCCENTURY THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,212,316 shares; 2024Q4: 5,190,506 shares; 2025Q1: 3,212,316 shares; 2025Q2: 1,228,190 shares 1,228,190$686K0.06%-1,984,126Timeline
CTNMCONTINEUM THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 296,666 shares; 2024Q4: 296,666 shares; 2025Q1: 148,333 shares; 2025Q2: 148,333 shares 148,333$589K0.05%0Timeline
DNAGINKGO BIOWORKS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,493 shares; 2024Q4: 36,493 shares; 2025Q1: 36,493 shares; 2025Q2: 36,493 shares 36,493$411K0.04%0Timeline
GLUEMONTE ROSA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,014 shares; 2024Q4: 86,014 shares; 2025Q1: 86,014 shares; 2025Q2: 86,014 shares 86,014$388K0.04%0Timeline
TNYATENAYA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,732,971 shares; 2024Q4: 6,732,971 shares; 2025Q1: 6,732,971 shares; 2025Q2: 361,969 shares 361,969$221K0.02%-6,371,002Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
BLUEPRINT MEDICINES CORPBLUEPRINT MEDICINES CORP326,378$28.9Mshares
NTLAINTELLIA THERAPEUTICS INC2,000,000$14.2Mshares
ONCBEONE MEDICINES LTD40,000$10.9Mshares
2SEVENTY BIO INC COMMON STO…2SEVENTY BIO INC COMMON STOCK2,000,000$9.88Mshares
GEHCGE HEALTHCARE TECHNOLOGIES I100,000$8.07Mshares
MRNAMODERNA INC225,000$6.38Mshares
VSTMVERASTEM INC600,000$3.62Mshares
SLDBSOLID BIOSCIENCES INC775,000$2.87Mshares
TDOCTELADOC HEALTH INC300,000$2.39Mshares
DYNDYNE THERAPEUTICS INC100,000$1.05Mshares
TNGXTANGO THERAPEUTICS INC125,000$171Kshares
KRONOS BIO INCKRONOS BIO INC123,839$102Kshares

How Q2 2025 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).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000919574-25-004903 base2025-08-14acceptance time not in the bulk data set