Casdin Capital, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Casdin Capital, Llc disclosed 43 stock positions valued at approximately $2.00B as of quarter-end June 30, 2026. The largest holdings include REVOLUTION MEDICINES INC, RELAY THERAPEUTICS INC, and GENEDX HOLDINGS CORP.
- Report Period
- June 30, 2026
- No. of Stocks
- 43
- Portfolio Value
- $2.00B
Holdings by Sector
Casdin Capital, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| REVOLUTION MEDICINES INC | RVMD | Healthcare | 24.16% | 2,577,333 | - | - | $482,682,924 |
| RELAY THERAPEUTICS INC | RLAY | Healthcare | 15.02% | 16,035,240 | +1,616,666 | +11.21% | $300,019,340 |
| GENEDX HOLDINGS CORP | WGS | Healthcare | 12.74% | 3,707,164 | +700,000 | +23.28% | $254,496,809 |
| BIOLIFE SOLUTIONS INC | BLFS | Healthcare | 6.58% | 4,655,000 | -1,302,165 | -21.86% | $131,457,200 |
| ILLUMINA INC | ILMN | Healthcare | 4.66% | 530,000 | - | - | $93,189,900 |
| STANDARD BIOTOOLS INC | LAB | Healthcare | 3.66% | 88,783,856 | - | - | $73,042,478 |
| STRUCTURE THERAPEUTICS INC | GPCR | Healthcare | 3.16% | 1,175,000 | - | - | $63,062,250 |
| DENALI THERAPEUTICS INC | DNLI | Healthcare | 2.63% | 2,045,000 | +205,000 | +11.14% | $52,597,400 |
| NEUROGENE INC | NGNE | Healthcare | 2.43% | 1,545,361 | +125,000 | +8.80% | $48,601,603 |
| BEAM THERAPEUTICS INC | BEAM | Healthcare | 2.32% | 1,350,000 | - | - | $46,332,000 |
| 10X GENOMICS INC | TXG | Healthcare | 2.02% | 1,050,000 | -1,225,000 | -53.85% | $40,257,000 |
| SCHOLAR ROCK HLDG CORP | SRRK | Healthcare | 1.83% | 665,000 | +315,000 | +90.00% | $36,575,000 |
| PERSONALIS INC | PSNL | Healthcare | 1.71% | 2,550,000 | +950,000 | +59.38% | $34,170,000 |
| GRAIL INC | GRAL | Healthcare | 1.64% | 480,000 | +250,000 | +108.70% | $32,769,600 |
| GUARDANT HEALTH INC | GH | Healthcare | 1.39% | 185,000 | -130,000 | -41.27% | $27,755,550 |
| MAZE THERAPEUTICS INC | MAZE | Other | 1.26% | 843,857 | +85,000 | +11.20% | $25,180,693 |
| HIMS & HERS HEALTH INC | HIMS | Consumer Defensive | 1.21% | 700,000 | - | - | $24,269,000 |
| ALNYLAM PHARMACEUTICALS INC | ALNY | Healthcare | 1.13% | 75,000 | - | - | $22,577,250 |
| TAYSHA GENE THERAPIES INC | TSHA | Healthcare | 1.11% | 3,250,000 | - | - | $22,132,500 |
| AGOMAB THERAPEUTICS NV | AGMB | Other | 1.01% | 1,550,000 | - | - | $20,119,000 |
| SEPTERNA INC | SEPN | Other | 0.93% | 553,268 | - | - | $18,528,945 |
| PARABILIS MEDICINES INC | PBLS | Other | 0.88% | 645,690 | +645,690 | +100.00% | $17,672,535 |
| SIONNA THERAPEUTICS INC | SION | Other | 0.88% | 400,000 | +400,000 | +100.00% | $17,596,000 |
| VERACYTE INC | VCYT | Healthcare | 0.81% | 276,308 | - | - | $16,227,569 |
| ADLAI NORTYE LTD | ANL | Other | 0.72% | 1,250,000 | +711,539 | +132.14% | $14,375,000 |
| PRIME MEDICINE INC | PRME | Healthcare | 0.58% | 3,167,175 | - | - | $11,686,876 |
| ABSCI CORPORATION | ABSI | Healthcare | 0.56% | 973,260 | - | - | $11,280,083 |
| QUEST DIAGNOSTICS INC | DGX | Healthcare | 0.53% | 50,000 | - | - | $10,597,500 |
| SAREPTA THERAPEUTICS INC | SRPT | Healthcare | 0.42% | 470,000 | +470,000 | +100.00% | $8,445,900 |
| UNIQURE NV | QURE | Other | 0.35% | 150,000 | +150,000 | +100.00% | $6,909,000 |
Showing 30 of 43 holdings in the latest reporting period.