13F HOLDINGS REPORT
Casdin Capital, LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0000919574-26-001181
Total Value
$1.61B
Positions
38
Other Managers
0
Confidential Omitted
No
Holdings (38)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GENEDX HOLDINGS CORP | WGSWW | 3,007,164 | $391.1M | 24.29% |
| 2 | REVOLUTION MEDICINES INC | RVMDW | 2,577,333 | $205.3M | 12.75% |
| 3 | BIOLIFE SOLUTIONS INC | BLFS | 5,957,165 | $144.0M | 8.95% |
| 4 | STANDARD BIOTOOLS INC | LAB | 88,783,856 | $113.6M | 7.06% |
| 5 | RELAY THERAPEUTICS INC | RLAY | 13,003,574 | $110.0M | 6.83% |
| 6 | STRUCTURE THERAPEUTICS INC | GPCR | 1,175,000 | $81.7M | 5.08% |
| 7 | ILLUMINA INC | ILMN | 600,000 | $78.7M | 4.89% |
| 8 | AVIDITY BIOSCIENCES INC | 05370A108 | 1,000,000 | $72.1M | 4.48% |
| 9 | BEAM THERAPEUTICS INC | BEAM | 1,600,000 | $44.4M | 2.75% |
| 10 | GUARDANT HEALTH INC | GH | 380,000 | $38.8M | 2.41% |
| 11 | MAZE THERAPEUTICS INC | MAZE | 758,857 | $31.4M | 1.95% |
| 12 | DENALI THERAPEUTICS INC | DNLI | 1,840,000 | $30.4M | 1.89% |
| 13 | ALNYLAM PHARMACEUTICALS INC | ALNY | 75,000 | $29.8M | 1.85% |
| 14 | NEUROGENE INC | NGNE | 1,295,361 | $26.7M | 1.66% |
| 15 | 10X GENOMICS INC | TXG | 1,400,000 | $22.8M | 1.42% |
| 16 | ARS PHARMACEUTICALS INC | SPRY | 1,600,000 | $18.6M | 1.16% |
| 17 | TEMPUS AI INC | TEM | 294,127 | $17.4M | 1.08% |
| 18 | UNITEDHEALTH GROUP INC | UNH | 50,000 | $16.5M | 1.03% |
| 19 | SEPTERNA INC | SEPN | 553,268 | $15.4M | 0.96% |
| 20 | HIMS & HERS HEALTH INC | HIMS | 385,000 | $12.5M | 0.78% |
| 21 | VERACYTE INC | VCYT | 276,308 | $11.6M | 0.72% |
| 22 | DEXCOM INC | DXCM | 175,000 | $11.6M | 0.72% |
| 23 | SCHOLAR ROCK HLDG CORP | SRRK | 260,000 | $11.5M | 0.71% |
| 24 | THE CIGNA GROUP | 125523100 | 40,000 | $11.0M | 0.68% |
| 25 | PRIME MEDICINE INC | PRME | 3,167,175 | $11.0M | 0.68% |
| 26 | INCYTE CORP | INCY | 100,000 | $9.9M | 0.61% |
| 27 | QUEST DIAGNOSTICS INC | DGX | 50,000 | $8.7M | 0.54% |
| 28 | TAYSHA GENE THERAPIES INC | TSHA | 1,500,000 | $8.3M | 0.51% |
| 29 | PACIFIC BIOSCIENCES CALIF IN | 69404D108 | 4,223,767 | $7.9M | 0.49% |
| 30 | LEGEND BIOTECH CORP | LEGN | 215,000 | $4.7M | 0.29% |
| 31 | BRIDGEBIO ONCOLOGY THERAPEUT | BBOT | 282,312 | $3.5M | 0.22% |
| 32 | ABSCI CORPORATION | ABSI | 973,260 | $3.4M | 0.21% |
| 33 | CONTINEUM THERAPEUTICS INC | CTNM | 148,333 | $1.7M | 0.11% |
| 34 | MONTE ROSA THERAPEUTICS INC | GLUE | 86,014 | $1.3M | 0.08% |
| 35 | CENTURY THERAPEUTICS INC | IPSC | 1,228,190 | $1.2M | 0.08% |
| 36 | RECURSION PHARMACEUTICALS IN | RXRX | 165,323 | $676,171 | 0.04% |
| 37 | GINKGO BIOWORKS HOLDINGS INC | DNABW | 36,493 | $303,257 | 0.02% |
| 38 | TENAYA THERAPEUTICS INC | TNYA | 361,969 | $257,541 | 0.02% |