Casdin Capital Portfolio
13F Holdings & Position Changes — Last filed Feb 17, 2026
13F Holdings & Position Changes — Last filed Feb 17, 2026
Casdin Capital is a $2B biotech-focused hedge fund managed by Eli Casdin. As of their latest 13F filing (Q4 2025), the fund holds 37 positions worth $1.6B. This quarter they initiated 7 new positions and exited 31. Their largest holding is WGSWW ($391.1M).
Casdin initiated 7 new positions and increased 8 this quarter. Portfolio grew +33.7% to $1.6B. 239 upcoming catalysts across holdings. 1 insider buy detected in portfolio companies.
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Casdin Capital held 37 biotech stocks in their 13F portfolio this quarter. Their top positions include WGSWW, RVMD, BLFS, LAB, RLAY. The full holdings table is available on BiotechEdge with position sizes, quarter-over-quarter changes, and AI analysis.
Casdin Capital's tracked biotech portfolio is worth $1.6B across 37 positions, with total assets under management of approximately $2B. Portfolio values are based on 13F filings with the SEC.
Casdin Capital initiated 7 new positions this quarter, including TXG, DXCM, SRRK, CI, DGX and 2 more. They also increased 8 existing positions.
Casdin Capital fully exited 31 positions this quarter, including LIANY, MXCT, FATE, ABCL, PLRX and 26 more. They also trimmed 4 existing positions.
Life sciences tools and genomics specialist. Casdin Capital focuses on the "picks and shovels" of biotech—sequencing platforms, diagnostics companies, and enabling technologies—rather than traditional drug development bets. Known for early conviction in the genomics revolution.
| 5,957,165 |
| $144.0M |
| 4 | LAB | Increased | 88,783,856 | $113.6M |
| 5 | RLAY | Increased | 13,003,574 | $110.0M |
| 6 | GPCR | Decreased | 1,175,000 | $81.7M |
| 7 | ILMN | Increased | 600,000 | $78.7M |
| 8 | RNA | Decreased | 1,000,000 | $72.1M |
| 9 | BEAM | 1,600,000 | $44.4M |
| 10 | GH | Increased | 380,000 | $38.8M |
| 11 | MAZE | 758,857 | $31.4M |
| 12 | DNLI | Increased | 1,840,000 | $30.4M |
| 13 | ALNY | Increased | 75,000 | $29.8M |
| 14 | NGNE | 1,295,361 | $26.7M |
| 15 | TXG | New | 1,400,000 | $22.8M |
| 16 | SPRY | 1,600,000 | $18.6M |
| 17 | TEM | 294,127 | $17.4M |
| 18 | UNH | Increased | 50,000 | $16.5M |
| 19 | SEPN | 553,268 | $15.4M |
| 20 | HIMS | Increased | 385,000 | $12.5M |
| 21 | VCYT | 276,308 | $11.6M |
| 22 | DXCM | New | 175,000 | $11.6M |
| 23 | SRRK | New | 260,000 | $11.5M |
| 24 | CI | New | 40,000 | $11.0M |
| 25 | PRME | 3,167,175 | $11.0M |
| 26 | INCY | 100,000 | $9.9M |
| 27 | DGX | New | 50,000 | $8.7M |
| 28 | TSHA | New | 1,500,000 | $8.3M |
| 29 | LEGN | New | 215,000 | $4.7M |
| 30 | BBIO | 282,312 | $3.5M |
| 31 | ABSI | 973,260 | $3.4M |
| 32 | CTNM | 148,333 | $1.7M |
| 33 | GLUE | 86,014 | $1.3M |
| 34 | IPSC | 1,228,190 | $1.2M |
| 35 | RXRX | 165,323 | $676K |
| 36 | DNABW | 36,493 | $303K |
| 37 | TNYA | 361,969 | $258K |
| Q2 2025 |
| $1.1B |
| -8.9% |
| Q1 2025 | $1.2B | -18.7% |
| Q4 2024 | $1.5B | -0.3% |
| Q3 2024 | $1.5B | +14.5% |
| Q2 2024 | $1.3B | -2.1% |
| Q1 2024 | $1.3B | +36.1% |
| Q4 2023 | $975.2M | +30.5% |
| Q3 2023 | $747.4M | -24.2% |
| Q2 2023 | $986.5M | -5.9% |
| Q1 2023 | $1.0B | — |