Casdin Capital, LLC
13F Reported Value
ⓘ$2.0B
Holdings
43
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Casdin Capital, LLC disclosed 43 positions worth $2.0B in its Form 13F-HR for Q2 2026, led by $RVMD (Revolution Medicines, Inc.) at 24.2% of the equity portfolio, followed by $RLAY and $WGS. During the quarter the fund opened 6 new positions and exited 3 — including a new stake in $PBLS and a full exit from $QGEN. The portfolio is most concentrated in Healthcare (89.6% 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
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- —
Quality
$482.7M2,577,333 sh - 19.5#2,792
Quality
$300.0M16,035,240 sh - 35.4#2,307
Quality
$254.5M3,707,164 sh - 62.1
Quality
$131.5M4,655,000 sh - 60.4
Quality
$93.2M530,000 sh - 34.8
Quality
$73.0M88,783,856 sh - —
Quality
$63.1M1,175,000 sh - —
Quality
$52.6M2,045,000 sh - 27.4
Quality
$48.6M1,545,361 sh - 34.2
Quality
$46.3M1,350,000 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Revolution Medicines, Inc.$RVMD | — | $482.7M | 2,577,333 |
 Relay Therapeutics, Inc.$RLAY | 19.5#2,792 | $300.0M | 16,035,240 |
 GeneDx Holdings Corp.$WGS | 35.4#2,307 | $254.5M | 3,707,164 |
 BIOLIFE SOLUTIONS INC$BLFS | 62.1 | $131.5M | 4,655,000 |
 ILLUMINA, INC.$ILMN | 60.4 | $93.2M | 530,000 |
 STANDARD BIOTOOLS INC.$LAB | 34.8 | $73.0M | 88,783,856 |
 Structure Therapeutics Inc.$GPCR | — | $63.1M | 1,175,000 |
 Denali Therapeutics Inc.$DNLI | — | $52.6M | 2,045,000 |
 Neurogene Inc.$NGNE | 27.4 | $48.6M | 1,545,361 |
 Beam Therapeutics Inc.$BEAM | 34.2 | $46.3M | 1,350,000 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Casdin Capital, LLC's 43 positions.
Showing top 10 of 43 holdings.
Sector Allocation
Healthcare
$1.8B
Technology
$207.7M
Full Holdings — Casdin Capital, LLC (Q2 2026)
All 43 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. | $482.7M | 24.2% | +0% | — |
| 2 | $RLAY | Relay Therapeutics, Inc. | $300.0M | 15.0% | +11% | 19.5 |
| 3 | $WGS | GeneDx Holdings Corp. | $254.5M | 12.7% | +23% | 35.4 |
| 4 | $BLFS | BIOLIFE SOLUTIONS INC | $131.5M | 6.6% | -22% | 62.1 |
| 5 | $ILMN | ILLUMINA, INC. | $93.2M | 4.7% | +0% | 60.4 |
| 6 | $LAB | STANDARD BIOTOOLS INC. | $73.0M | 3.7% | +0% | 34.8 |
| 7 | $GPCR | Structure Therapeutics Inc. | $63.1M | 3.2% | +0% | — |
| 8 | $DNLI | Denali Therapeutics Inc. | $52.6M | 2.6% | +11% | — |
| 9 | $NGNE | Neurogene Inc. | $48.6M | 2.4% | +9% | 27.4 |
| 10 | $BEAM | Beam Therapeutics Inc. | $46.3M | 2.3% | +0% | 34.2 |
| 11 |  $TXG | 10x Genomics, Inc. | $40.3M | 2.0% | -54% | 40.5 |
| 12 |  $SRRK | Scholar Rock Holding Corp | $36.6M | 1.8% | +90% | — |
| 13 |  $PSNL | Personalis, Inc. | $34.2M | 1.7% | +59% | 11.3 |
| 14 |  $GRAL | GRAIL, Inc. | $32.8M | 1.6% | +109% | 31.6 |
| 15 |  $GH | Guardant Health, Inc. | $27.8M | 1.4% | -41% | 39 |
| 16 |  $MAZE | Maze Therapeutics, Inc. | $25.2M | 1.3% | +11% | 10.3 |
| 17 |  $HIMS | Hims & Hers Health, Inc. | $24.3M | 1.2% | +0% | 53.4 |
| 18 |  $ALNY | ALNYLAM PHARMACEUTICALS, INC. | $22.6M | 1.1% | +0% | 71.4 |
| 19 |  $TSHA | Taysha Gene Therapies, Inc. | $22.1M | 1.1% | +0% | 4.9 |
| 20 |  $AGMB | Agomab Therapeutics NV | $20.1M | 1.0% | +0% | — |
| 21 |  $SEPN | Septerna, Inc. | $18.5M | 0.9% | +0% | 59.2 |
| 22 |  $PBLS | Parabilis Medicines, Inc. | $17.7M | 0.9% | NEW | — |
| 23 |  $SION | Sionna Therapeutics, Inc. | $17.6M | 0.9% | NEW | — |
| 24 |  $VCYT | VERACYTE, INC. | $16.2M | 0.8% | +0% | 68.6 |
| 25 |  $ANL | Adlai Nortye Group Ltd. | $14.4M | 0.7% | +132% | — |
| 26 |  $PRME | Prime Medicine, Inc. | $11.7M | 0.6% | +0% | 30.7 |
| 27 |  $ABSI | Absci Corp | $11.3M | 0.6% | +0% | 7 |
| 28 |  $DGX | QUEST DIAGNOSTICS INC | $10.6M | 0.5% | +0% | 69 |
| 29 |  $SRPT | Sarepta Therapeutics, Inc. | $8.4M | 0.4% | NEW | 47.3 |
| 30 |  $QURE | uniQure N.V. | $6.9M | 0.3% | NEW | — |
| 31 |  $NTLA | Intellia Therapeutics, Inc. | $6.0M | 0.3% | +0% | 19.9 |
| 32 |  $MRNA | Moderna, Inc. | $5.3M | 0.3% | +0% | 21.2 |
| 33 |  $IRON | Disc Medicine, Inc. | $4.8M | 0.2% | +0% | — |
| 34 |  $GLUE | Monte Rosa Therapeutics, Inc. | $4.5M | 0.2% | +0% | 30.3 |
| 35 |  $IPSC | Century Therapeutics, Inc. | $3.0M | 0.1% | +0% | 33.5 |
| 36 |  $CTNM | Contineum Therapeutics, Inc. | $2.4M | 0.1% | +0% | — |
| 37 |  $BBOT | BridgeBio Oncology Therapeutics, Inc. | $2.2M | 0.1% | +0% | — |
| 38 |  $EDIT | Editas Medicine, Inc. | $1.4M | 0.1% | NEW | 33.4 |
| 39 |  $PACB | PACIFIC BIOSCIENCES OF CALIFORNIA, INC. | $1.2M | 0.1% | +0% | 17.1 |
| 40 |  $KARD | Kardigan, Inc. | $1.2M | 0.1% | NEW | — |
| 41 |  $RXRX | RECURSION PHARMACEUTICALS, INC. | $606,735 | 0.0% | +0% | 23.3 |
| 42 |  $DNA | Ginkgo Bioworks Holdings, Inc. | $361,646 | 0.0% | +0% | 18.8 |
| 43 |  $TNYA | Tenaya Therapeutics, Inc. | $267,531 | 0.0% | +0% | — |
New Positions (6)
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Casdin Capital, LLC including:
Track Casdin Capital, LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Casdin Capital, LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
AI-Powered Hedge Fund Analysis: Casdin Capital, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Casdin Capital, LLC (SEC CIK: 1534261), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Casdin Capital, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.