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Casdin Capital, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001534261

$2.00B

disclosed book value

43

positions

24.2%

largest position share

Positions, as of 2026-06-30

top 43 of 43 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1RVMDREVOLUTION MEDICINES INC2.6M$482.7M24.2%
2RLAYRELAY THERAPEUTICS INC16.0M$300.0M15%
3WGSGENEDX HOLDINGS CORP3.7M$254.5M12.7%
4BLFSBIOLIFE SOLUTIONS INC4.7M$131.5M6.6%
5ILMNILLUMINA INC530,000$93.2M4.7%
6LABSTANDARD BIOTOOLS INC88.8M$73.0M3.7%
7GPCRSTRUCTURE THERAPEUTICS INC1.2M$63.1M3.2%
8DNLIDENALI THERAPEUTICS INC2.0M$52.6M2.6%
9NGNENEUROGENE INC1.5M$48.6M2.4%
10BEAMBEAM THERAPEUTICS INC1.4M$46.3M2.3%
11TXG10X GENOMICS INC1.1M$40.3M2%
12SRRKSCHOLAR ROCK HLDG CORP665,000$36.6M1.8%
13PSNLPERSONALIS INC2.5M$34.2M1.7%
14GRALGRAIL INC480,000$32.8M1.6%
15GHGUARDANT HEALTH INC185,000$27.8M1.4%
16MAZEMAZE THERAPEUTICS INC843,857$25.2M1.3%
17HIMSHIMS & HERS HEALTH INC700,000$24.3M1.2%
18ALNYALNYLAM PHARMACEUTICALS INC75,000$22.6M1.1%
19TSHATAYSHA GENE THERAPIES INC3.3M$22.1M1.1%
20AGMBAGOMAB THERAPEUTICS NV1.6M$20.1M1%
21SEPNSEPTERNA INC553,268$18.5M0.9%
22PBLSPARABILIS MEDICINES INC645,690$17.7M0.9%
23SIONSIONNA THERAPEUTICS INC400,000$17.6M0.9%
24VCYTVERACYTE INC276,308$16.2M0.8%
25ANLADLAI NORTYE LTD1.3M$14.4M0.7%
26PRMEPRIME MEDICINE INC3.2M$11.7M0.6%
27ABSIABSCI CORPORATION973,260$11.3M0.6%
28DGXQUEST DIAGNOSTICS INC50,000$10.6M0.5%
29SRPTSAREPTA THERAPEUTICS INC470,000$8.4M0.4%
30UNIQURE NV150,000$6.9M0.3%
31NTLAINTELLIA THERAPEUTICS INC355,000$6.0M0.3%
32MRNAMODERNA INC75,000$5.3M0.3%
33IRONDISC MEDICINE INC65,000$4.8M0.2%
34GLUEMONTE ROSA THERAPEUTICS INC186,014$4.5M0.2%
35IPSCCENTURY THERAPEUTICS INC1.2M$3.0M0.2%
36CTNMCONTINEUM THERAPEUTICS INC148,333$2.4M0.1%
37BBOTBRIDGEBIO ONCOLOGY THERAPEUT282,312$2.2M0.1%
38EDITEDITAS MEDICINE INC445,000$1.4M0.1%
39PACBPACIFIC BIOSCIENCES CALIF IN723,767$1.2M0.1%
40KARDKARDIGAN INC50,000$1.2M0.1%
41RXRXRECURSION PHARMACEUTICALS IN165,323$606,7350%
42DNAGINKGO BIOWORKS HOLDINGS INC36,493$361,6460%
43TNYATENAYA THERAPEUTICS INC361,969$267,5310%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.