Casdin Capital, LLC

New York, NY · CIK 1534261 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2017 · limited liability company

Assets managed$2.9bn
Staff29 · 11 in investment roles
Main clients (by assets)Private funds 100%
Private funds5 (2 hedge) · $2.9bn gross assets
Form ADV · 2026-03-31SEC adviser record

Legal entityCASDIN CAPITAL, LLC (US)

$2.0bn reported value +51.3% vs Q1 2026

43positions

77.4%in top 10

6 new 9 added 3 reduced 3 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	REVOLUTION MEDICINES INC COM RVMD	RVMD	2,577,333	$482.7m24.16%	24.16%	Unchanged
2	RELAY THERAPEUTICS INC COM RLAY	RLAY	16,035,240	$300.0m15.02%	15.02%	Added +1.6m	+1,616,666 11.2%
3	GENEDX HOLDINGS CORP COM CL A WGS	WGS	3,707,164	$254.5m12.74%	12.74%	Added +700.0k	+700,000 23.3%
4	BIOLIFE SOLUTIONS INC COM NEW BLFS	BLFS	4,655,000	$131.5m6.58%	6.58%	Reduced -1.3m	-1,302,165 -21.9%
5	ILLUMINA INC COM ILMN	ILMN	530,000	$93.2m4.66%	4.66%	Unchanged
6	STANDARD BIOTOOLS INC COM LAB	LAB	88,783,856	$73.0m3.66%	3.66%	Unchanged
7	STRUCTURE THERAPEUTICS INC SPONSORED ADS GPCR	GPCR	1,175,000	$63.1m3.16%	3.16%	Unchanged
8	DENALI THERAPEUTICS INC COM DNLI	DNLI	2,045,000	$52.6m2.63%	2.63%	Added +205.0k	+205,000 11.1%
9	NEUROGENE INC COM NGNE	NGNE	1,545,361	$48.6m2.43%	2.43%	Added +125.0k	+125,000 8.8%
10	BEAM THERAPEUTICS INC COM BEAM	BEAM	1,350,000	$46.3m2.32%	2.32%	Unchanged
11	10X GENOMICS INC CL A COM TXG	TXG	1,050,000	$40.3m2.02%	2.02%	Reduced -1.2m	-1,225,000 -53.9%
12	SCHOLAR ROCK HLDG CORP COM SRRK	SRRK	665,000	$36.6m1.83%	1.83%	Added +315.0k	+315,000 90.0%
13	PERSONALIS INC COM PSNL	PSNL	2,550,000	$34.2m1.71%	1.71%	Added +950.0k	+950,000 59.4%
14	GRAIL INC COM GRAL	GRAL	480,000	$32.8m1.64%	1.64%	Added +250.0k	+250,000 108.7%
15	GUARDANT HEALTH INC COM GH	GH	185,000	$27.8m1.39%	1.39%	Reduced -130.0k	-130,000 -41.3%
16	MAZE THERAPEUTICS INC COM MAZE	MAZE	843,857	$25.2m1.26%	1.26%	Added +85.0k	+85,000 11.2%
17	HIMS & HERS HEALTH INC COM CL A HIMS	HIMS	700,000	$24.3m1.21%	1.21%	Unchanged
18	ALNYLAM PHARMACEUTICALS INC COM ALNY	ALNY	75,000	$22.6m1.13%	1.13%	Unchanged
19	TAYSHA GENE THERAPIES INC COM SHS TSHA	TSHA	3,250,000	$22.1m1.11%	1.11%	Unchanged
20	AGOMAB THERAPEUTICS NV SPONSORED ADS AGMB	AGMB	1,550,000	$20.1m1.01%	1.01%	Unchanged
21	SEPTERNA INC COM SEPN	SEPN	553,268	$18.5m0.93%	0.93%	Unchanged
22	PARABILIS MEDICINES INC COM PBLS	PBLS	645,690	$17.7m0.88%	0.88%	New
23	SIONNA THERAPEUTICS INC COM SION	SION	400,000	$17.6m0.88%	0.88%	New
24	VERACYTE INC COM VCYT	VCYT	276,308	$16.2m0.81%	0.81%	Unchanged
25	ADLAI NORTYE LTD SPONSORED ADS ANL	ANL	1,250,000	$14.4m0.72%	0.72%	Added +711.5k	+711,539 132.1%
26	PRIME MEDICINE INC COM PRME	PRME	3,167,175	$11.7m0.58%	0.58%	Unchanged
27	ABSCI CORPORATION COM ABSI	ABSI	973,260	$11.3m0.56%	0.56%	Unchanged
28	QUEST DIAGNOSTICS INC COM DGX	DGX	50,000	$10.6m0.53%	0.53%	Unchanged
29	SAREPTA THERAPEUTICS INC COM SRPT	SRPT	470,000	$8.4m0.42%	0.42%	New
30	UNIQURE NV SHS QURE	QURE	150,000	$6.9m0.35%	0.35%	New
31	INTELLIA THERAPEUTICS INC COM NTLA	NTLA	355,000	$6.0m0.30%	0.30%	Unchanged
32	MODERNA INC COM MRNA	MRNA	75,000	$5.3m0.26%	0.26%	Unchanged
33	DISC MEDICINE INC COM IRON	IRON	65,000	$4.8m0.24%	0.24%	Unchanged
34	MONTE ROSA THERAPEUTICS INC COM GLUE	GLUE	186,014	$4.5m0.23%	0.23%	Unchanged
35	CENTURY THERAPEUTICS INC COM IPSC	IPSC	1,228,190	$3.0m0.15%	0.15%	Unchanged
36	CONTINEUM THERAPEUTICS INC CL A CTNM	CTNM	148,333	$2.4m0.12%	0.12%	Unchanged
37	BRIDGEBIO ONCOLOGY THERAPEUT COM NEW BBOT	BBOT	282,312	$2.2m0.11%	0.11%	Unchanged
38	EDITAS MEDICINE INC COM EDIT	EDIT	445,000	$1.4m0.07%	0.07%	New
39	PACIFIC BIOSCIENCES CALIF IN COM PACB	PACB	723,767	$1.2m0.06%	0.06%	Unchanged
40	KARDIGAN INC COM KARD	KARD	50,000	$1.2m0.06%	0.06%	New
41	RECURSION PHARMACEUTICALS IN CL A RXRX	RXRX	165,323	$606.7k0.03%	0.03%	Unchanged
42	GINKGO BIOWORKS HOLDINGS INC CL A NEW DNA	DNA	36,493	$361.6k0.02%	0.02%	Unchanged
43	TENAYA THERAPEUTICS INC COM TNYA	TNYA	361,969	$267.5k0.01%	0.01%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
QIAGEN NV QGEN	QGEN	360,000	$14.4m360.0k shares
TEMPUS AI INC TEM	TEM	294,127	$13.3m294.1k shares
MOONLAKE IMMUNOTHERAPEUTICS MLTX	MLTX	450,000	$8.4m450.0k shares

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
STANDARD BIOTOOLS INC LAB · 13D · filed 2026-06-09	LAB	23.9%≈ $77.2m	-0.3 pts	13D	2026-06-09
BIOLIFE SOLUTIONS INC BLFS · 13G · filed 2026-06-04	BLFS	9.7%≈ $134.3m	no change	13G	2026-06-04
NEUROGENE INC NGNE · 13G · filed 2025-02-14	NGNE	8.7%≈ $40.7m		13G	2025-02-14
RELAY THERAPEUTICS INC RLAY · 13G · filed 2026-02-17	RLAY	7.5%≈ $243.3m	no change	13G	2026-02-17

Trades reported as a company insider since 1 Apr 2026

Owning 10% or more of a company, or having someone on its board, makes this manager an insider there: it reports its trades in that company's shares on Form 4 within two business days. Open-market and private purchases and sales only.

Date	Company	Ticker	Trade	Shares	Value	Their holding
2026-06-05	GENEDX HOLDINGS CORP Director · See footnote	WGS	Bought	50,000	$2.6m50.0k shares	+1%
2026-06-04	GENEDX HOLDINGS CORP Director · See footnote	WGS	Bought	150,000	$8.5m150.0k shares	+4%
2026-05-20	GENEDX HOLDINGS CORP Director · See footnote	WGS	Bought	140,000	$6.1m140.0k shares	+4%
2026-05-19	GENEDX HOLDINGS CORP Director · See footnote	WGS	Bought	185,000	$7.9m185.0k shares	+6%
2026-05-18	GENEDX HOLDINGS CORP Director · See footnote	WGS	Bought	175,000	$7.4m175.0k shares	+6%