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Casdin Capital, LLC

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13F filer, CIK 1534261, New York, NY

Casdin Capital, LLC reported $1,609,916,188 across 38 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17. Its ten largest share positions make up 79.5% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000919574-26-001181

Period
2025-12-31
Reported value
$1.61B
Holdings
38
Top 10 weight
79.5%
New
7
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
GHadded+280,000$28.6M
TXGnew+1,400,000$22.8M
DNLIadded+950,000$15.7M
LABadded+11,225,000$14.4M
RLAYadded+1,662,193$14.1M

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
RNAMreduced-780,000-$56.3M
GPCRreduced-380,000-$26.4M
BLFSreduced-750,000-$18.1M
RVMDreduced-70,000-$5.58M
EXASexited-90,000-$4.92M

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, Q4 2025

Share positions as resolved from 13F-HR 0000919574-26-001181, largest first. % of portfolio is the value over $1,609,916,188, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,507,164 shares; 2024Q4: 3,507,164 shares; 2025Q1: 3,507,164 shares; 2025Q2: 3,507,164 shares; 2025Q3: 3,007,164 shares; 2025Q4: 3,007,164 shares 3,007,164$391M24.29%0Timeline
RVMDREVOLUTION MEDICINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,114,283 shares; 2024Q4: 3,699,283 shares; 2025Q1: 3,697,933 shares; 2025Q2: 2,887,933 shares; 2025Q3: 2,647,333 shares; 2025Q4: 2,577,333 shares 2,577,333$205M12.75%-70,000Timeline
BLFSBIOLIFE SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,707,165 shares; 2024Q4: 8,707,165 shares; 2025Q1: 8,707,165 shares; 2025Q2: 7,707,165 shares; 2025Q3: 6,707,165 shares; 2025Q4: 5,957,165 shares 5,957,165$144M8.95%-750,000Timeline
LABSTANDARD BIOTOOLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,254,677 shares; 2024Q4: 71,254,677 shares; 2025Q1: 76,075,636 shares; 2025Q2: 76,075,636 shares; 2025Q3: 77,558,856 shares; 2025Q4: 88,783,856 shares 88,783,856$114M7.06%+11,225,000Timeline
RLAYRELAY THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,251,108 shares; 2024Q4: 8,948,574 shares; 2025Q1: 9,098,574 shares; 2025Q2: 11,398,574 shares; 2025Q3: 11,341,381 shares; 2025Q4: 13,003,574 shares 13,003,574$110M6.83%+1,662,193Timeline
GPCRSTRUCTURE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700,000 shares; 2024Q4: 700,000 shares; 2025Q1: 700,000 shares; 2025Q2: 1,225,000 shares; 2025Q3: 1,555,000 shares; 2025Q4: 1,175,000 shares 1,175,000$81.7M5.08%-380,000Timeline
ILMNILLUMINA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 750,000 shares; 2024Q4: 750,000 shares; 2025Q1: 595,000 shares; 2025Q2: 645,000 shares; 2025Q3: 525,000 shares; 2025Q4: 600,000 shares 600,000$78.7M4.89%+75,000Timeline
RNAMAVIDITY BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,084,841 shares; 2024Q4: 2,045,000 shares; 2025Q1: 2,045,000 shares; 2025Q2: 1,775,000 shares; 2025Q3: 1,780,000 shares; 2025Q4: 1,000,000 shares 1,000,000$72.1M4.48%-780,000Timeline
BEAMBEAM THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 775,000 shares; 2024Q4: 1,250,000 shares; 2025Q1: 1,425,562 shares; 2025Q2: 1,450,000 shares; 2025Q3: 1,600,000 shares; 2025Q4: 1,600,000 shares 1,600,000$44.4M2.75%0Timeline
GHGUARDANT HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350,000 shares; 2024Q4: 350,000 shares; 2025Q1: 250,000 shares; 2025Q2: 100,000 shares; 2025Q3: 100,000 shares; 2025Q4: 380,000 shares 380,000$38.8M2.41%+280,000Timeline
MAZEMAZE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 946,357 shares; 2025Q2: 758,857 shares; 2025Q3: 758,857 shares; 2025Q4: 758,857 shares 758,857$31.4M1.95%0Timeline
DNLIDENALI THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 990,000 shares; 2024Q4: 990,000 shares; 2025Q1: 990,000 shares; 2025Q2: 890,000 shares; 2025Q3: 890,000 shares; 2025Q4: 1,840,000 shares 1,840,000$30.4M1.89%+950,000Timeline
ALNYALNYLAM PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,000 shares; 2024Q4: 140,000 shares; 2025Q1: 120,000 shares; 2025Q2: 81,500 shares; 2025Q3: 55,000 shares; 2025Q4: 75,000 shares 75,000$29.8M1.85%+20,000Timeline
NGNENEUROGENE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 524,616 shares; 2024Q4: 1,295,361 shares; 2025Q1: 1,295,361 shares; 2025Q2: 1,295,361 shares; 2025Q3: 1,295,361 shares; 2025Q4: 1,295,361 shares 1,295,361$26.7M1.66%0Timeline
TXG10X GENOMICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,400,000 shares 1,400,000$22.8M1.42%newTimeline
SPRYARS PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,600,000 shares; 2025Q4: 1,600,000 shares 1,600,000$18.6M1.16%0Timeline
TEMTEMPUS AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 294,127 shares; 2025Q4: 294,127 shares 294,127$17.4M1.08%0Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,000 shares; 2025Q4: 50,000 shares 50,000$16.5M1.03%+25,000Timeline
SEPNSEPTERNA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 553,268 shares; 2025Q1: 553,268 shares; 2025Q2: 553,268 shares; 2025Q3: 553,268 shares; 2025Q4: 553,268 shares 553,268$15.4M0.96%0Timeline
HIMSHIMS & HERS HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200,000 shares; 2025Q2: 230,000 shares; 2025Q3: 230,000 shares; 2025Q4: 385,000 shares 385,000$12.5M0.78%+155,000Timeline
VCYTVERACYTE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 666,308 shares; 2024Q4: 276,308 shares; 2025Q1: 276,308 shares; 2025Q2: 276,308 shares; 2025Q3: 276,308 shares; 2025Q4: 276,308 shares 276,308$11.6M0.72%0Timeline
DXCMDEXCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 175,000 shares 175,000$11.6M0.72%newTimeline
SRRKSCHOLAR ROCK HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 260,000 shares 260,000$11.5M0.71%newTimeline
CITHE CIGNA GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,000 shares 40,000$11M0.68%newTimeline
PRMEPRIME MEDICINE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 367,175 shares; 2024Q4: 367,175 shares; 2025Q1: 367,175 shares; 2025Q2: 1,567,175 shares; 2025Q3: 3,167,175 shares; 2025Q4: 3,167,175 shares 3,167,175$11M0.68%0Timeline
INCYINCYTE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100,000 shares; 2025Q4: 100,000 shares 100,000$9.88M0.61%0Timeline
DGXQUEST DIAGNOSTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,000 shares 50,000$8.68M0.54%newTimeline
TSHATAYSHA GENE THERAPIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,500,000 shares 1,500,000$8.25M0.51%newTimeline
PACBPACIFIC BIOSCIENCES CALIF INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,035,859 shares; 2024Q4: 1,035,859 shares; 2025Q1: 723,767 shares; 2025Q2: 723,767 shares; 2025Q3: 723,767 shares; 2025Q4: 4,223,767 shares 4,223,767$7.9M0.49%+3,500,000Timeline
LEGNLEGEND BIOTECH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 215,000 shares 215,000$4.67M0.29%newTimeline
BBOTBRIDGEBIO ONCOLOGY THERAPEUTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 282,312 shares; 2025Q4: 282,312 shares 282,312$3.53M0.22%0Timeline
ABSIABSCI CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 973,260 shares; 2024Q4: 973,260 shares; 2025Q1: 973,260 shares; 2025Q2: 973,260 shares; 2025Q3: 973,260 shares; 2025Q4: 973,260 shares 973,260$3.4M0.21%0Timeline
CTNMCONTINEUM THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 296,666 shares; 2024Q4: 296,666 shares; 2025Q1: 148,333 shares; 2025Q2: 148,333 shares; 2025Q3: 148,333 shares; 2025Q4: 148,333 shares 148,333$1.7M0.11%0Timeline
GLUEMONTE ROSA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,014 shares; 2024Q4: 86,014 shares; 2025Q1: 86,014 shares; 2025Q2: 86,014 shares; 2025Q3: 86,014 shares; 2025Q4: 86,014 shares 86,014$1.35M0.08%0Timeline
IPSCCENTURY THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,212,316 shares; 2024Q4: 5,190,506 shares; 2025Q1: 3,212,316 shares; 2025Q2: 1,228,190 shares; 2025Q3: 1,228,190 shares; 2025Q4: 1,228,190 shares 1,228,190$1.22M0.08%0Timeline
RXRXRECURSION PHARMACEUTICALS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 165,323 shares; 2025Q1: 165,323 shares; 2025Q2: 165,323 shares; 2025Q3: 165,323 shares; 2025Q4: 165,323 shares 165,323$676K0.04%0Timeline
DNAGINKGO BIOWORKS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,493 shares; 2024Q4: 36,493 shares; 2025Q1: 36,493 shares; 2025Q2: 36,493 shares; 2025Q3: 36,493 shares; 2025Q4: 36,493 shares 36,493$303K0.02%0Timeline
TNYATENAYA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,732,971 shares; 2024Q4: 6,732,971 shares; 2025Q1: 6,732,971 shares; 2025Q2: 361,969 shares; 2025Q3: 361,969 shares; 2025Q4: 361,969 shares 361,969$258K0.02%0Timeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
EXASEXACT SCIENCES CORP90,000$4.92Mshares

How Q4 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 0000919574-26-001181 base2026-02-17acceptance time not in the bulk data set