Casdin Capital, LLC Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$1.6B
Holdings
38
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (38 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | WGSGENEDX HOLDINGS CORP | 3,007,164 | $391.1M | 24.29% | |
| 2 | RVMDREVOLUTION MEDICINES INC | 2,577,333 | $205.3M | 12.75% | |
| 3 | BLFSBIOLIFE SOLUTIONS INC | 5,957,165 | $144.0M | 8.95% | |
| 4 | FLBSTANDARD BIOTOOLS INC | 88,783,856 | $113.6M | 7.06% | |
| 5 | RLAYRELAY THERAPEUTICS INC | 13,003,574 | $110.0M | 6.83% | |
| 6 | GPCRSTRUCTURE THERAPEUTICS INC | 1,175,000 | $81.7M | 5.08% | |
| 7 | ILMNILLUMINA INC | 600,000 | $78.7M | 4.89% | |
| 8 | RNAAVIDITY BIOSCIENCES INC | 1,000,000 | $72.1M | 4.48% | |
| 9 | BEAMBEAM THERAPEUTICS INC | 1,600,000 | $44.4M | 2.75% | |
| 10 | GHGUARDANT HEALTH INC | 380,000 | $38.8M | 2.41% | |
| 11 | MAZEMAZE THERAPEUTICS INC | 758,857 | $31.4M | 1.95% | |
| 12 | DNLIDENALI THERAPEUTICS INC | 1,840,000 | $30.4M | 1.89% | |
| 13 | ALNYALNYLAM PHARMACEUTICALS INC | 75,000 | $29.8M | 1.85% | |
| 14 | NGNENEUROGENE INC | 1,295,361 | $26.7M | 1.66% | |
| 15 | TXG10X GENOMICS INC | 1,400,000 | $22.8M | 1.42% | |
| 16 | SPRYARS PHARMACEUTICALS INC | 1,600,000 | $18.6M | 1.16% | |
| 17 | TEMTEMPUS AI INC | 294,127 | $17.4M | 1.08% | |
| 18 | UNHUNITEDHEALTH GROUP INC | 50,000 | $16.5M | 1.03% | |
| 19 | SEPNSEPTERNA INC | 553,268 | $15.4M | 0.96% | |
| 20 | HIMSHIMS & HERS HEALTH INC | 385,000 | $12.5M | 0.78% | |
| 21 | VCYTVERACYTE INC | 276,308 | $11.6M | 0.72% | |
| 22 | DC4DEXCOM INC | 175,000 | $11.6M | 0.72% | |
| 23 | SRRKSCHOLAR ROCK HLDG CORP | 260,000 | $11.5M | 0.71% | |
| 24 | CITHE CIGNA GROUP | 40,000 | $11.0M | 0.68% | |
| 25 | PRMEPRIME MEDICINE INC | 3,167,175 | $11.0M | 0.68% | |
| 26 | INCYINCYTE CORP | 100,000 | $9.9M | 0.61% | |
| 27 | DGXQUEST DIAGNOSTICS INC | 50,000 | $8.7M | 0.54% | |
| 28 | TSHATAYSHA GENE THERAPIES INC | 1,500,000 | $8.3M | 0.51% | |
| 29 | PACBPACIFIC BIOSCIENCES CALIF IN | 4,223,767 | $7.9M | 0.49% | |
| 30 | LEGNLEGEND BIOTECH CORP | 215,000 | $4.7M | 0.29% | |
| 31 | BBOTBRIDGEBIO ONCOLOGY THERAPEUT | 282,312 | $3.5M | 0.22% | |
| 32 | ABSIABSCI CORPORATION | 973,260 | $3.4M | 0.21% | |
| 33 | CTNMCONTINEUM THERAPEUTICS INC | 148,333 | $1.7M | 0.11% | |
| 34 | GLUEMONTE ROSA THERAPEUTICS INC | 86,014 | $1.3M | 0.08% | |
| 35 | IPSCCENTURY THERAPEUTICS INC | 1,228,190 | $1.2M | 0.08% | |
| 36 | RXRXRECURSION PHARMACEUTICALS IN | 165,323 | $676K | 0.04% | |
| 37 | DNAGINKGO BIOWORKS HOLDINGS INC | 36,493 | $303K | 0.02% | |
| 38 | TNYATENAYA THERAPEUTICS INC | 361,969 | $257K | 0.02% |