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Livermore
Livermore
ZHEN

Casdin Capital, LLC

SEC CIK
0001534261
Latest filing
Aug 14, 2026

The latest 13F from Casdin Capital, LLC covers Q2 2026 (filed Aug 14, 2026): 43 long positions worth $2.00B. The top 10 holdings make up 77.4% of the portfolio, and the largest is Revolution Medicines, Inc. (RVMD) at 24.2%. Livermore has 23 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
6
Est. +$53.3M
Added
9
Est. +$145.3M
Reduced
3
Est. −$103.2M
Sold out
3
Est. −$36.1M

Top 5 holdings

Share of this quarter's portfolio value

  1. RVMDRevolution Medicines, Inc.
    24.2%$482.7MHistory
  2. RLAYRelay Therapeutics, Inc.
    15.0%$300.0MHistory
  3. WGSGeneDx Holdings Corp.
    12.7%$254.5MHistory
  4. BLFSBiolife Solutions Inc
    6.6%$131.5MHistory
  5. ILMNIllumina, Inc.
    4.7%$93.2MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. WGSGeneDx Holdings Corp.
    +$48.1MAddedHistory
  2. RLAYRelay Therapeutics, Inc.
    +$30.2MAddedHistory
  3. PBLSParabilis Medicines, Inc.
    +$17.7MNewHistory
  4. SIONSionna Therapeutics, Inc.
    +$17.6MNewHistory
  5. SRRKScholar Rock Holding Corp
    +$17.3MAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. RLAYRelay Therapeutics, Inc.
    +4.15 pp10.9% → 15.0%History
  2. PSNLPersonalis, Inc.
    +0.94 pp0.8% → 1.7%History
  3. PBLSParabilis Medicines, Inc.
    +0.88 pp0.0% → 0.9%History
  4. SIONSionna Therapeutics, Inc.
    +0.88 pp0.0% → 0.9%History
  5. GRALGRAIL, Inc.
    +0.74 pp0.9% → 1.6%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. TXG10x Genomics, Inc.
    −$47.0MReducedHistory
  2. BLFSBiolife Solutions Inc
    −$36.8MReducedHistory
  3. GHGuardant Health, Inc.
    −$19.5MReducedHistory
  4. QGENQiagen N.V.
    −$14.4MSold outHistory
  5. TEMTempus AI, Inc.
    −$13.3MSold outHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. BLFSBiolife Solutions Inc
    −2.03 pp8.6% → 6.6%History
  2. TXG10x Genomics, Inc.
    −1.64 pp3.7% → 2.0%History
  3. QGENQiagen N.V.
    −1.09 pp1.1% → 0.0%History
  4. TEMTempus AI, Inc.
    −1.01 pp1.0% → 0.0%History
  5. GHGuardant Health, Inc.
    −0.81 pp2.2% → 1.4%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$2.00B
+$677.2M (+51.3%) vs. prior quarter
Positions
43
+3 vs. prior quarter
Top 10 concentration
77.4%
Top 10 as share of value
Turnover
8.4%
Q2 2026, one quarter
Average holding period
16.0 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $4.01B (Q3 2021)

Q1 2021: $3.36BQ2 2021: $3.94BQ3 2021: $4.01BQ4 2021: $3.55BQ1 2022: $2.23BQ2 2022: $1.18BQ3 2022: $1.52BQ4 2022: $1.28BQ1 2023: $1.21BQ2 2023: $1.14BQ3 2023: $896.6MQ4 2023: $1.01BQ1 2024: $1.34BQ2 2024: $1.31BQ3 2024: $1.50BQ4 2024: $1.50BQ1 2025: $1.22BQ2 2025: $1.10BQ3 2025: $1.20BQ4 2025: $1.61BQ1 2026: $1.32BQ2 2026: $2.00B
Q1 2021Q2 2026
13F filings of Casdin Capital, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 14, 202643$2.00BRVMDRLAYWGSvs. Q1 2026SEC
Q1 2026May 15, 202640$1.32BRVMDWGSRLAYvs. Q4 2025SEC
Q4 2025Feb 17, 202638$1.61BWGSRVMDBLFSvs. Q3 2025SEC
Q3 2025Nov 14, 202532$1.20BWGSBLFSRVMDvs. Q2 2025SEC
Q2 2025Aug 14, 202533$1.10BWGSBLFSRVMDvs. Q1 2025SEC
Q1 2025May 15, 202544$1.22BWGSBLFSRVMDvs. Q4 2024SEC
Q4 2024Feb 14, 202538$1.50BWGSBLFSRVMDvs. Q3 2024SEC
Q3 2024Nov 14, 202435$1.50BBLFSRVMDWGSvs. Q2 2024SEC
Q2 2024Oct 18, 2024Amended38$1.31BBLFSRVMDSRPTvs. Q1 2024SEC
Q1 2024May 15, 202436$1.34BRVMDLABBLFSvs. Q4 2023SEC
Q4 2023Feb 14, 202436$1.01BRVMDBLFSSRPTvs. Q3 2023SEC
Q3 2023Nov 14, 202338$896.6MSRPTBLFSEQRXvs. Q2 2023SEC
Q2 2023Aug 14, 202341$1.14BBLFSSRPTRLAYvs. Q1 2023SEC
Q1 2023May 15, 202340$1.21BBLFSSRPTRLAYvs. Q4 2022SEC
Q4 2022Feb 14, 202344$1.28BSRPTBLFSEQRXvs. Q3 2022SEC
Q3 2022Nov 14, 202236$1.52BEQRXBLFSSRPTvs. Q2 2022SEC
Q2 2022Aug 15, 202240$1.18BEQRXALNYBLFSvs. Q1 2022SEC
Q1 2022May 16, 202247$2.23BBLFSALNYEQRXvs. Q4 2021SEC
Q4 2021Feb 14, 202253$3.55BBLFSEQRXFATEvs. Q3 2021SEC
Q3 2021Nov 15, 202153$4.01BNVTABLFSEXASvs. Q2 2021SEC
Q2 2021Aug 16, 202154$3.94BNVTABLFSFATEvs. Q1 2021SEC
Q1 2021May 17, 202148$3.36BNVTAEXASFATE–SEC

13D and 13G filings

Companies where Casdin Capital, LLC reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

4 companies, largest stake first.

Companies where Casdin Capital, LLC owns 5% or more
CompanyLatest formStakeChangeFirst filedLatest filingFiling
LABStandard Biotools Inc.13D/A23.90%93.8M shares−0.30 ppfrom 24.20%Apr 8, 20229 filingsJun 9, 2026SEC
BLFSBiolife Solutions Inc13G9.70%4.76M shares0.00 ppfrom 9.70%Oct 24, 20238 filingsJun 4, 2026SEC
NGNENeurogene Inc.13G/A8.70%1.30M shares–Nov 8, 20242 filingsFeb 14, 2025SEC
RLAYRelay Therapeutics, Inc.13G/A7.50%13.0M shares0.00 ppfrom 7.50%Oct 2, 20234 filingsFeb 17, 2026SEC

Latest filings

68 filings on file made by Casdin Capital, LLC or listing it as a reporting person; the latest 20 are shown.

Schedule 13D and 13G filings by Casdin Capital, LLC
CompanyFiled (ET)FilerFormStakeChangeEvent dateFiling
LABStandard Biotools Inc.Jun 9, 20265:41 PM ETCasdin Capital, LLCand 5 others13D/A23.90%93.8M shares−0.30 ppfrom 24.20%Jun 6, 2026SEC
BLFSBiolife Solutions IncJun 4, 20266:36 PM ETCasdin Capital, LLCand 3 others13G9.70%4.76M shares0.00 ppfrom 9.70%Jun 4, 2026SEC
BLFSBiolife Solutions IncMay 22, 20266:37 PM ETCasdin Capital, LLCand 3 others13D/A9.70%4.76M shares−2.70 ppfrom 12.40%May 20, 2026SEC
WGSGeneDx Holdings Corp.May 22, 20265:20 PM ETCMLS Holdings LLCand 8 others13D/A17.90%5.36M shares0.00 ppfrom 17.90%May 20, 2026SEC
RLAYRelay Therapeutics, Inc.Feb 17, 20264:47 PM ETCasdin Capital, LLCand 3 others13G/A7.50%13.0M shares0.00 ppfrom 7.50%Dec 31, 2025SEC
RLAYRelay Therapeutics, Inc.Feb 17, 20264:45 PM ETCasdin Capital, LLCand 3 others13G/A7.50%13.0M shares–Dec 31, 2025SEC
LABStandard Biotools Inc.Nov 28, 20255:33 PM ETCasdin Capital, LLCand 5 others13D/A24.20%93.4M shares+2.60 ppfrom 21.60%Nov 25, 2025SEC
CDXSCodexis, Inc.Nov 14, 20255:14 PM ETCasdin Capital, LLCand 3 others13G/A0.00%0 shares−8.70 ppfrom 8.70%Below 5%Sep 30, 2025SEC
BLFSBiolife Solutions IncOct 17, 20258:04 PM ETCasdin Capital, LLCand 3 others13D/A12.40%5.96M shares−1.60 ppfrom 14.00%Oct 15, 2025SEC
WGSGeneDx Holdings Corp.Aug 26, 202511:27 AM ETCMLS Holdings LLCand 8 others13D/A12.50%3.63M shares−1.70 ppfrom 14.20%Aug 22, 2025SEC
BLFSBiolife Solutions IncAug 21, 20259:35 PM ETCasdin Capital, LLCand 3 others13D/A14.00%6.71M shares−1.00 ppfrom 15.00%Aug 15, 2025SEC
CDXSCodexis, Inc.Aug 14, 20254:34 PM ETCasdin Capital, LLCand 3 others13G/A8.70%7.20M shares–Jun 30, 2025SEC
BLFSBiolife Solutions IncAug 13, 20257:00 PM ETCasdin Capital, LLCand 3 others13D/A15.00%7.21M shares−1.20 ppfrom 16.20%Aug 11, 2025SEC
BLFSBiolife Solutions IncJun 12, 20259:10 PM ETCasdin Capital, LLCand 3 others13D/A16.20%7.71M shares−2.30 ppfrom 18.50%Jun 10, 2025SEC
IPSCCentury Therapeutics, Inc.May 15, 20254:27 PM ETCasdin Capital, LLCand 1 other13G/A3.70%3.21M shares–Below 5%Mar 31, 2025SEC
WGSGeneDx Holdings Corp.May 7, 20254:01 PM ETCMLS Holdings LLCand 9 others13D/A14.20%4.10M shares–May 5, 2025SEC
BLFSBiolife Solutions IncApr 9, 20255:13 PM ETCasdin Capital, LLCand 3 others13D/A18.50%8.74M shares–Apr 7, 2025SEC
TNYATenaya Therapeutics, Inc.Mar 7, 20258:22 PM ETCasdin Capital, LLCand 3 others13D/A4.30%6.73M shares–Below 5%Mar 4, 2025SEC
LABStandard Biotools Inc.Mar 4, 20257:46 PM ETCasdin Capital, LLCand 5 others13D/A21.60%80.9M shares–Feb 28, 2025SEC
NGNENeurogene Inc.Feb 14, 20254:00 PM ETCasdin Capital, LLCand 3 others13G/A8.70%1.30M shares–Dec 31, 2024SEC