Casdin Capital Portfolio
Casdin Capital 13F filer (CIK 0001534261).
Q2 2026
Q1 2026
Q4 2025
Q3 2025
Q2 2025
Q1 2025
Q4 2024
Q3 2024
Q2 2024
Q1 2024
Q4 2023
Q3 2023
Q2 2023
Q1 2023
Q4 2022
Q3 2022
Q2 2022
Q1 2022
Q4 2021
Q3 2021
Q2 2026 · 42 positions · Total reported value $2.00B · Top-10 concentration 77.4%
Turnover: 24.4% · 5 new · 3 cut · 3 exited
| # | Symbol | Company | Shares | Value | Weight | Change |
|---|---|---|---|---|---|---|
| 1 | RVMD | REVOLUTION MEDICINES INC | 2.58M | $482.68M | 24.18% | Hold |
| 2 | RLAY | RELAY THERAPEUTICS INC | 16.04M | $300.02M | 15.03% | Add |
| 3 | WGS | GENEDX HOLDINGS CORP | 3.71M | $254.50M | 12.75% | Add |
| 4 | BLFS | BIOLIFE SOLUTIONS INC | 4.66M | $131.46M | 6.58% | Reduce |
| 5 | ILMN | ILLUMINA INC | 530.00K | $93.19M | 4.67% | Hold |
| 6 | LAB | STANDARD BIOTOOLS INC | 88.78M | $73.04M | 3.66% | Hold |
| 7 | GPCR | STRUCTURE THERAPEUTICS INC | 1.18M | $63.06M | 3.16% | Hold |
| 8 | DNLI | DENALI THERAPEUTICS INC | 2.04M | $52.60M | 2.63% | Add |
| 9 | NGNE | NEUROGENE INC | 1.55M | $48.60M | 2.43% | Add |
| 10 | BEAM | BEAM THERAPEUTICS INC | 1.35M | $46.33M | 2.32% | Hold |
| 11 | TXG | 10X GENOMICS INC | 1.05M | $40.26M | 2.02% | Reduce |
| 12 | SRRK | SCHOLAR ROCK HLDG CORP | 665.00K | $36.58M | 1.83% | Add |
| 13 | PSNL | PERSONALIS INC | 2.55M | $34.17M | 1.71% | Add |
| 14 | GRAL | GRAIL INC | 480.00K | $32.77M | 1.64% | Add |
| 15 | GH | GUARDANT HEALTH INC | 185.00K | $27.76M | 1.39% | Reduce |
| 16 | MAZE | MAZE THERAPEUTICS INC | 843.86K | $25.18M | 1.26% | Add |
| 17 | HIMS | HIMS & HERS HEALTH INC | 700.00K | $24.27M | 1.22% | Hold |
| 18 | ALNY | ALNYLAM PHARMACEUTICALS INC | 75.00K | $22.58M | 1.13% | Hold |
| 19 | TSHA | TAYSHA GENE THERAPIES INC | 3.25M | $22.13M | 1.11% | Hold |
| 20 | AGMB | AGOMAB THERAPEUTICS NV | 1.55M | $20.12M | 1.01% | Hold |
| 21 | SEPN | SEPTERNA INC | 553.27K | $18.53M | 0.93% | Hold |
| 22 | PBLS | PARABILIS MEDICINES INC | 645.69K | $17.67M | 0.89% | New |
| 23 | SION | SIONNA THERAPEUTICS INC | 400.00K | $17.60M | 0.88% | New |
| 24 | VCYT | VERACYTE INC | 276.31K | $16.23M | 0.81% | Hold |
| 25 | ANL | ADLAI NORTYE LTD | 1.25M | $14.38M | 0.72% | Add |
| 26 | PRME | PRIME MEDICINE INC | 3.17M | $11.69M | 0.58% | Hold |
| 27 | ABSI | ABSCI CORPORATION | 973.26K | $11.28M | 0.56% | Hold |
| 28 | DGX | QUEST DIAGNOSTICS INCORPORATED | 50.00K | $10.60M | 0.53% | Hold |
| 29 | SRPT | SAREPTA THERAPEUTICS INC | 470.00K | $8.45M | 0.42% | New |
| 30 | QURE | UNIQURE NV | 150.00K | $6.91M | 0.35% | New |
| 31 | NTLA | INTELLIA THERAPEUTICS INC | 355.00K | $6.01M | 0.30% | Hold |
| 32 | MRNA | MODERNA INC | 75.00K | $5.25M | 0.26% | Hold |
| 33 | IRON | DISC MEDICINE INC | 65.00K | $4.75M | 0.24% | Hold |
| 34 | GLUE | MONTE ROSA THERAPEUTICS INC | 186.01K | $4.50M | 0.23% | Hold |
| 35 | IPSC | CENTURY THERAPEUTICS INC | 1.23M | $3.01M | 0.15% | Hold |
| 36 | CTNM | CONTINEUM THERAPEUTICS INC | 148.33K | $2.43M | 0.12% | Hold |
| 37 | BBOT | BRIDGEBIO ONCOLOGY THERAPEUT | 282.31K | $2.15M | 0.11% | Hold |
| 38 | EDIT | EDITAS MEDICINE INC | 445.00K | $1.44M | 0.07% | New |
| 39 | PACB | PACIFIC BIOSCIENCES CALIF IN | 723.77K | $1.22M | 0.06% | Hold |
| 40 | RXRX | RECURSION PHARMACEUTICALS IN | 165.32K | $606.74K | 0.03% | Hold |
| 41 | DNA | GINKGO BIOWORKS HOLDINGS INC | 36.49K | $361.65K | 0.02% | Hold |
| 42 | TNYA | TENAYA THERAPEUTICS INC | 361.97K | $267.53K | 0.01% | Hold |