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Casdin Capital, LLC

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13F 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

SecurityShares changeApprox. 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

SecurityShares changeApprox. 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).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
RVMDREVOLUTION MEDICINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,577,333 shares; 2026Q2: 2,577,333 shares 2,577,333$483M24.16%0Timeline
RLAYRELAY THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 14,418,574 shares; 2026Q2: 16,035,240 shares 16,035,240$300M15.02%+1,616,666Timeline
WGSGENEDX HOLDINGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,007,164 shares; 2026Q2: 3,707,164 shares 3,707,164$254M12.74%+700,000Timeline
BLFSBIOLIFE SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,957,165 shares; 2026Q2: 4,655,000 shares 4,655,000$131M6.58%-1,302,165Timeline
ILMNILLUMINA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 750,000 shares; 2024Q4: 750,000 shares; 2025Q1: 595,000 shares; 2025Q2: 645,000 shares; 2025Q3: 525,000 shares; 2025Q4: 600,000 shares; 2026Q1: 530,000 shares; 2026Q2: 530,000 shares 530,000$93.2M4.66%0Timeline
LABSTANDARD BIOTOOLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 88,783,856 shares; 2026Q2: 88,783,856 shares 88,783,856$73M3.66%0Timeline
GPCRSTRUCTURE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,175,000 shares; 2026Q2: 1,175,000 shares 1,175,000$63.1M3.16%0Timeline
DNLIDENALI THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,840,000 shares; 2026Q2: 2,045,000 shares 2,045,000$52.6M2.63%+205,000Timeline
NGNENEUROGENE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,420,361 shares; 2026Q2: 1,545,361 shares 1,545,361$48.6M2.43%+125,000Timeline
BEAMBEAM THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,350,000 shares; 2026Q2: 1,350,000 shares 1,350,000$46.3M2.32%0Timeline
TXG10X GENOMICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,400,000 shares; 2026Q1: 2,275,000 shares; 2026Q2: 1,050,000 shares 1,050,000$40.3M2.02%-1,225,000Timeline
SRRKSCHOLAR ROCK HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 260,000 shares; 2026Q1: 350,000 shares; 2026Q2: 665,000 shares 665,000$36.6M1.83%+315,000Timeline
PSNLPERSONALIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,600,000 shares; 2026Q2: 2,550,000 shares 2,550,000$34.2M1.71%+950,000Timeline
GRALGRAIL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 350,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 230,000 shares; 2026Q2: 480,000 shares 480,000$32.8M1.64%+250,000Timeline
GHGUARDANT HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 350,000 shares; 2024Q4: 350,000 shares; 2025Q1: 250,000 shares; 2025Q2: 100,000 shares; 2025Q3: 100,000 shares; 2025Q4: 380,000 shares; 2026Q1: 315,000 shares; 2026Q2: 185,000 shares 185,000$27.8M1.39%-130,000Timeline
MAZEMAZE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 946,357 shares; 2025Q2: 758,857 shares; 2025Q3: 758,857 shares; 2025Q4: 758,857 shares; 2026Q1: 758,857 shares; 2026Q2: 843,857 shares 843,857$25.2M1.26%+85,000Timeline
HIMSHIMS & HERS HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200,000 shares; 2025Q2: 230,000 shares; 2025Q3: 230,000 shares; 2025Q4: 385,000 shares; 2026Q1: 700,000 shares; 2026Q2: 700,000 shares 700,000$24.3M1.21%0Timeline
ALNYALNYLAM PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 170,000 shares; 2024Q4: 140,000 shares; 2025Q1: 120,000 shares; 2025Q2: 81,500 shares; 2025Q3: 55,000 shares; 2025Q4: 75,000 shares; 2026Q1: 75,000 shares; 2026Q2: 75,000 shares 75,000$22.6M1.13%0Timeline
TSHATAYSHA GENE THERAPIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,500,000 shares; 2026Q1: 3,250,000 shares; 2026Q2: 3,250,000 shares 3,250,000$22.1M1.11%0Timeline
AGMBAGOMAB THERAPEUTICS NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,550,000 shares; 2026Q2: 1,550,000 shares 1,550,000$20.1M1.01%0Timeline
SEPNSEPTERNA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 553,268 shares; 2025Q1: 553,268 shares; 2025Q2: 553,268 shares; 2025Q3: 553,268 shares; 2025Q4: 553,268 shares; 2026Q1: 553,268 shares; 2026Q2: 553,268 shares 553,268$18.5M0.93%0Timeline
PBLSPARABILIS MEDICINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 645,690 shares 645,690$17.7M0.88%newTimeline
SIONSIONNA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 400,000 shares 400,000$17.6M0.88%newTimeline
VCYTVERACYTE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 666,308 shares; 2024Q4: 276,308 shares; 2025Q1: 276,308 shares; 2025Q2: 276,308 shares; 2025Q3: 276,308 shares; 2025Q4: 276,308 shares; 2026Q1: 276,308 shares; 2026Q2: 276,308 shares 276,308$16.2M0.81%0Timeline
ANLADLAI NORTYE GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 538,461 shares; 2026Q2: 1,250,000 shares 1,250,000$14.4M0.72%+711,539Timeline
PRMEPRIME MEDICINE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,167,175 shares; 2026Q2: 3,167,175 shares 3,167,175$11.7M0.58%0Timeline
ABSIABSCI CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 973,260 shares; 2024Q4: 973,260 shares; 2025Q1: 973,260 shares; 2025Q2: 973,260 shares; 2025Q3: 973,260 shares; 2025Q4: 973,260 shares; 2026Q1: 973,260 shares; 2026Q2: 973,260 shares 973,260$11.3M0.56%0Timeline
DGXQUEST DIAGNOSTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,000 shares; 2026Q1: 50,000 shares; 2026Q2: 50,000 shares 50,000$10.6M0.53%0Timeline
SRPTSAREPTA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,073,500 shares; 2024Q4: 1,073,500 shares; 2025Q1: 900,783 shares; 2025Q2: 990,097 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 470,000 shares 470,000$8.45M0.42%newTimeline
QUREUNIQURE NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 150,000 shares 150,000$6.91M0.35%newTimeline
NTLAINTELLIA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000,000 shares; 2024Q4: 2,000,000 shares; 2025Q1: 2,000,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 355,000 shares; 2026Q2: 355,000 shares 355,000$6.01M0.3%0Timeline
MRNAMODERNA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 175,000 shares; 2025Q1: 225,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 75,000 shares; 2026Q2: 75,000 shares 75,000$5.25M0.26%0Timeline
IRONDISC MEDICINE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 65,000 shares; 2026Q2: 65,000 shares 65,000$4.75M0.24%0Timeline
GLUEMONTE ROSA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,014 shares; 2024Q4: 86,014 shares; 2025Q1: 86,014 shares; 2025Q2: 86,014 shares; 2025Q3: 86,014 shares; 2025Q4: 86,014 shares; 2026Q1: 186,014 shares; 2026Q2: 186,014 shares 186,014$4.5M0.23%0Timeline
IPSCCENTURY THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,228,190 shares; 2026Q2: 1,228,190 shares 1,228,190$3.01M0.15%0Timeline
CTNMCONTINEUM THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 296,666 shares; 2024Q4: 296,666 shares; 2025Q1: 148,333 shares; 2025Q2: 148,333 shares; 2025Q3: 148,333 shares; 2025Q4: 148,333 shares; 2026Q1: 148,333 shares; 2026Q2: 148,333 shares 148,333$2.43M0.12%0Timeline
BBOTBRIDGEBIO ONCOLOGY THERAPEUTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 282,312 shares; 2025Q4: 282,312 shares; 2026Q1: 282,312 shares; 2026Q2: 282,312 shares 282,312$2.15M0.11%0Timeline
EDITEDITAS MEDICINE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 445,000 shares 445,000$1.44M0.07%newTimeline
PACBPACIFIC BIOSCIENCES CALIF INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 723,767 shares; 2026Q2: 723,767 shares 723,767$1.22M0.06%0Timeline
KARDKARDIGAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50,000 shares 50,000$1.19M0.06%newTimeline
RXRXRECURSION PHARMACEUTICALS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 165,323 shares; 2025Q1: 165,323 shares; 2025Q2: 165,323 shares; 2025Q3: 165,323 shares; 2025Q4: 165,323 shares; 2026Q1: 165,323 shares; 2026Q2: 165,323 shares 165,323$607K0.03%0Timeline
DNAGINKGO BIOWORKS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,493 shares; 2024Q4: 36,493 shares; 2025Q1: 36,493 shares; 2025Q2: 36,493 shares; 2025Q3: 36,493 shares; 2025Q4: 36,493 shares; 2026Q1: 36,493 shares; 2026Q2: 36,493 shares 36,493$362K0.02%0Timeline
TNYATENAYA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 361,969 shares; 2026Q2: 361,969 shares 361,969$268K0.01%0Timeline

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
QGENQIAGEN NV360,000$14.4Mshares
TEMTEMPUS AI INC294,127$13.3Mshares
MLTXMOONLAKE IMMUNOTHERAPEUTICS450,000$8.39Mshares

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).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000919574-26-005491 base2026-08-14acceptance time not in the bulk data set