Q4 2025 · 13F-HR
Casdin Capital, LLCholdings as filed
Filed 2026-02-17 · accession 0000919574-26-001181
$1.61B
Reported value
38
Positions
2025-12-31
Period end
The Brief · Casdin Capital, LLC · Q4 2025
AI · grounded in 13F
Casdin Capital, LLC increased its position in Guardant Health Inc GH by 280%. The fund established a new position in 10x Genomics Inc TXG valued at $22.8M and grew its stake in Relay Therapeutics Inc RLAY by 14.6%. Conversely, the fund closed its entire position in Exact Sciences Corp EXK, resulting in a $4.9M reduction.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 81663L200 | WGS | GENEDX HOLDINGS CORP | $391.1M | 24.3% | 3,007,164 | Common | SOLE |
| 76155X100 | RVMD | REVOLUTION MEDICINES INC | $205.3M | 12.8% | 2,577,333 | Common | SOLE |
| 09062W204 | BLFS | BIOLIFE SOLUTIONS INC | $144.0M | 8.95% | 5,957,165 | Common | SOLE |
| 34385P108 | LAB | STANDARD BIOTOOLS INC | $113.6M | 7.06% | 88,783,856 | Common | SOLE |
| 75943R102 | RLAY | RELAY THERAPEUTICS INC | $110.0M | 6.83% | 13,003,574 | Common | SOLE |
| 86366E106 | GPCR | STRUCTURE THERAPEUTICS INC | $81.7M | 5.08% | 1,175,000 | Common | SOLE |
| 452327109 | ILMN | ILLUMINA INC | $78.7M | 4.89% | 600,000 | Common | SOLE |
| 05370A108 | RNAGBP | AVIDITY BIOSCIENCES INC | $72.1M | 4.48% | 1,000,000 | Common | SOLE |
| 07373V105 | BEAM | BEAM THERAPEUTICS INC | $44.4M | 2.75% | 1,600,000 | Common | SOLE |
| 40131M109 | GH | GUARDANT HEALTH INC | $38.8M | 2.41% | 380,000 | Common | SOLE |
| 578784100 | MAZE | MAZE THERAPEUTICS INC | $31.4M | 1.95% | 758,857 | Common | SOLE |
| 24823R105 | DNLI | DENALI THERAPEUTICS INC | $30.4M | 1.89% | 1,840,000 | Common | SOLE |
| 02043Q107 | ALNY | ALNYLAM PHARMACEUTICALS INC | $29.8M | 1.85% | 75,000 | Common | SOLE |
| 64135M105 | NGNE | NEUROGENE INC | $26.7M | 1.66% | 1,295,361 | Common | SOLE |
| 88025U109 | TXG | 10X GENOMICS INC | $22.8M | 1.42% | 1,400,000 | Common | SOLE |
| 82835W108 | SPRY | ARS PHARMACEUTICALS INC | $18.6M | 1.16% | 1,600,000 | Common | SOLE |
| 88023B103 | TEM | TEMPUS AI INC | $17.4M | 1.08% | 294,127 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $16.5M | 1.03% | 50,000 | Common | SOLE |
| 81734D104 | SEPN | SEPTERNA INC | $15.4M | 0.96% | 553,268 | Common | SOLE |
| 433000106 | HIMS | HIMS & HERS HEALTH INC | $12.5M | 0.78% | 385,000 | Common | SOLE |
| 92337F107 | VCYT | VERACYTE INC | $11.6M | 0.72% | 276,308 | Common | SOLE |
| 252131107 | DXCM | DEXCOM INC | $11.6M | 0.72% | 175,000 | Common | SOLE |
| 80706P103 | SRRK | SCHOLAR ROCK HLDG CORP | $11.5M | 0.71% | 260,000 | Common | SOLE |
| 125523100 | CI | THE CIGNA GROUP | $11.0M | 0.68% | 40,000 | Common | SOLE |
| 74168J101 | PRME | PRIME MEDICINE INC | $11.0M | 0.68% | 3,167,175 | Common | SOLE |
| 45337C102 | INCY | INCYTE CORP | $9.9M | 0.61% | 100,000 | Common | SOLE |
| 74834L100 | DGX | QUEST DIAGNOSTICS INC | $8.7M | 0.54% | 50,000 | Common | SOLE |
| 877619106 | TSHA | TAYSHA GENE THERAPIES INC | $8.3M | 0.51% | 1,500,000 | Common | SOLE |
| 69404D108 | PACB | PACIFIC BIOSCIENCES CALIF IN | $7.9M | 0.49% | 4,223,767 | Common | SOLE |
| 52490G102 | LEGN | LEGEND BIOTECH CORP | $4.7M | 0.29% | 215,000 | Common | SOLE |
| 107924102 | BBOT | BRIDGEBIO ONCOLOGY THERAPEUT | $3.5M | 0.22% | 282,312 | Common | SOLE |
| 00091E109 | ABSI | ABSCI CORPORATION | $3.4M | 0.21% | 973,260 | Common | SOLE |
| 21217B100 | CTNM | CONTINEUM THERAPEUTICS INC | $1.7M | 0.11% | 148,333 | Common | SOLE |
| 61225M102 | GLUE | MONTE ROSA THERAPEUTICS INC | $1.3M | 0.08% | 86,014 | Common | SOLE |
| 15673T100 | IPSC | CENTURY THERAPEUTICS INC | $1.2M | 0.08% | 1,228,190 | Common | SOLE |
| 75629V104 | RXRX | RECURSION PHARMACEUTICALS IN | $676,171 | 0.04% | 165,323 | Common | SOLE |
| 37611X209 | DNA | GINKGO BIOWORKS HOLDINGS INC | $303,257 | 0.02% | 36,493 | Common | SOLE |
| 87990A106 | TNYA | TENAYA THERAPEUTICS INC | $257,541 | 0.02% | 361,969 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.