Casdin Capital, LLC
13F Reported Value
ⓘ$1.3B
Holdings
40
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Casdin Capital, LLC disclosed 40 positions worth $1.3B in its Form 13F-HR for Q1 2026, led by $RVMD (Revolution Medicines, Inc.) at 19.0% of the equity portfolio, followed by $WGS and $RLAY. During the quarter the fund opened 9 new positions and exited 7 — including a new stake in $AGMB and a full exit from $RNA. The portfolio is most concentrated in Healthcare (84.1% of disclosed assets). All figures are sourced directly from Casdin Capital, LLC’s Form 13F-HR filing with the SEC under CIK 1534261.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- —
Quality
$250.6M2,577,333 sh - 38.6#2,003
Quality
$193.1M3,007,164 sh - 12.7#2,778
Quality
$143.5M14,418,574 sh - 41.7
Quality
$113.7M5,957,165 sh - 38.8
Quality
$81.6M88,783,856 sh - 62.5
Quality
$65.3M530,000 sh - —
Quality
$56.6M1,175,000 sh - 44.1
Quality
$48.3M2,275,000 sh - —
Quality
$35.3M1,840,000 sh - 12.1
Quality
$32.2M1,350,000 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Revolution Medicines, Inc.$RVMD | — | $250.6M | 2,577,333 |
 GeneDx Holdings Corp.$WGS | 38.6#2,003 | $193.1M | 3,007,164 |
 Relay Therapeutics, Inc.$RLAY | 12.7#2,778 | $143.5M | 14,418,574 |
 BIOLIFE SOLUTIONS INC$BLFS | 41.7 | $113.7M | 5,957,165 |
 STANDARD BIOTOOLS INC.$LAB | 38.8 | $81.6M | 88,783,856 |
 ILLUMINA, INC.$ILMN | 62.5 | $65.3M | 530,000 |
 Structure Therapeutics Inc.$GPCR | — | $56.6M | 1,175,000 |
 10x Genomics, Inc.$TXG | 44.1 | $48.3M | 2,275,000 |
 Denali Therapeutics Inc.$DNLI | — | $35.3M | 1,840,000 |
 Beam Therapeutics Inc.$BEAM | 12.1 | $32.2M | 1,350,000 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Casdin Capital, LLC's 40 positions.
Showing top 10 of 40 holdings.
Sector Allocation
Healthcare
$1.1B
Technology
$209.5M
Full Holdings — Casdin Capital, LLC (Q1 2026)
All 40 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $RVMD | Revolution Medicines, Inc. | $250.6M | 19.0% | +0% | — |
| 2 | $WGS | GeneDx Holdings Corp. | $193.1M | 14.6% | +0% | 38.6 |
| 3 | $RLAY | Relay Therapeutics, Inc. | $143.5M | 10.9% | +11% | 12.7 |
| 4 | $BLFS | BIOLIFE SOLUTIONS INC | $113.7M | 8.6% | +0% | 41.7 |
| 5 | $LAB | STANDARD BIOTOOLS INC. | $81.6M | 6.2% | +0% | 38.8 |
| 6 | $ILMN | ILLUMINA, INC. | $65.3M | 5.0% | -12% | 62.5 |
| 7 | $GPCR | Structure Therapeutics Inc. | $56.6M | 4.3% | +0% | — |
| 8 | $TXG | 10x Genomics, Inc. | $48.3M | 3.7% | +63% | 44.1 |
| 9 | $DNLI | Denali Therapeutics Inc. | $35.3M | 2.7% | +0% | — |
| 10 | $BEAM | Beam Therapeutics Inc. | $32.2M | 2.4% | -16% | 12.1 |
| 11 |  $GH | Guardant Health, Inc. | $29.1M | 2.2% | -17% | 36.1 |
| 12 |  $NGNE | Neurogene Inc. | $28.6M | 2.2% | +10% | — |
| 13 |  $ALNY | ALNYLAM PHARMACEUTICALS, INC. | $24.8M | 1.9% | +0% | 60.9 |
| 14 |  $MAZE | Maze Therapeutics, Inc. | $22.7M | 1.7% | +0% | 19.7 |
| 15 |  $SRRK | Scholar Rock Holding Corp | $17.2M | 1.3% | +35% | — |
| 16 |  $AGMB | Agomab Therapeutics NV | $16.3M | 1.2% | NEW | — |
| 17 |  $HIMS | Hims & Hers Health, Inc. | $14.5M | 1.1% | +82% | 50.9 |
| 18 |  $TSHA | Taysha Gene Therapies, Inc. | $14.5M | 1.1% | +117% | 4.1 |
| 19 |  $QGEN | QIAGEN N.V. | $14.4M | 1.1% | NEW | — |
| 20 |  $TEM | Tempus AI, Inc. | $13.3M | 1.0% | +0% | 38.2 |
| 21 |  $SEPN | Septerna, Inc. | $13.3M | 1.0% | +0% | 44.6 |
| 22 |  $GRAL | GRAIL, Inc. | $11.9M | 0.9% | NEW | 31.9 |
| 23 |  $PRME | Prime Medicine, Inc. | $11.0M | 0.8% | +0% | 11.2 |
| 24 |  $PSNL | Personalis, Inc. | $10.2M | 0.8% | NEW | 15.7 |
| 25 |  $DGX | QUEST DIAGNOSTICS INC | $9.8M | 0.7% | +0% | 69.1 |
| 26 |  $VCYT | VERACYTE, INC. | $8.9M | 0.7% | +0% | 59.5 |
| 27 |  $MLTX | MoonLake Immunotherapeutics | $8.4M | 0.6% | NEW | — |
| 28 |  $NTLA | Intellia Therapeutics, Inc. | $4.6M | 0.3% | NEW | 24.5 |
| 29 |  $IRON | Disc Medicine, Inc. | $4.2M | 0.3% | NEW | — |
| 30 |  $MRNA | Moderna, Inc. | $3.8M | 0.3% | NEW | 15.9 |
| 31 |  $ANL | Adlai Nortye Ltd. | $3.7M | 0.3% | NEW | — |
| 32 |  $GLUE | Monte Rosa Therapeutics, Inc. | $3.1M | 0.2% | +116% | 18.1 |
| 33 |  $ABSI | Absci Corp | $2.9M | 0.2% | +0% | 4.4 |
| 34 |  $IPSC | Century Therapeutics, Inc. | $2.8M | 0.2% | +0% | 43.5 |
| 35 |  $BBOT | BridgeBio Oncology Therapeutics, Inc. | $2.5M | 0.2% | +0% | — |
| 36 |  $CTNM | Contineum Therapeutics, Inc. | $1.9M | 0.1% | +0% | — |
| 37 |  $PACB | PACIFIC BIOSCIENCES OF CALIFORNIA, INC. | $955,372 | 0.1% | -83% | 10.8 |
| 38 |  $RXRX | RECURSION PHARMACEUTICALS, INC. | $507,542 | 0.0% | +0% | 13.6 |
| 39 |  $TNYA | Tenaya Therapeutics, Inc. | $250,627 | 0.0% | +0% | — |
| 40 |  $DNA | Ginkgo Bioworks Holdings, Inc. | $223,702 | 0.0% | +0% | 11.7 |
New Positions (9)
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