Casdin Capital, Llc Portfolio Stock Holdings
Casdin Capital, Llc disclosed 40 stock positions valued at approximately $1.3 billion in its latest SEC 13F filing. The largest holdings include REVOLUTION MEDICINES INC, GENEDX HOLDINGS CORP, and RELAY THERAPEUTICS INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 40
- Portfolio Value
- $1.3B
Holdings by Sector
Casdin Capital, Llc Portfolio Holdings in Q1 2026
34 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| REVOLUTION MEDICINES INC | RVMD | Healthcare | 18.98% | 2,577,333 | - | - | $250,645,634 |
| GENEDX HOLDINGS CORP | WGS | Healthcare | 14.62% | 3,007,164 | - | - | $193,120,072 |
| RELAY THERAPEUTICS INC | RLAY | Healthcare | 10.86% | 14,418,574 | +1,415,000 | +10.88% | $143,464,811 |
| BIOLIFE SOLUTIONS INC | BLFS | Healthcare | 8.61% | 5,957,165 | - | - | $113,662,708 |
| STANDARD BIOTOOLS INC | LAB | Healthcare | 6.18% | 88,783,856 | - | - | $81,618,999 |
| ILLUMINA INC | ILMN | Healthcare | 4.95% | 530,000 | -70,000 | -11.67% | $65,327,800 |
| STRUCTURE THERAPEUTICS INC | GPCR | Healthcare | 4.29% | 1,175,000 | - | - | $56,635,000 |
| 10X GENOMICS INC | TXG | Healthcare | 3.66% | 2,275,000 | +875,000 | +62.50% | $48,298,250 |
| DENALI THERAPEUTICS INC | DNLI | Healthcare | 2.68% | 1,840,000 | - | - | $35,328,000 |
| BEAM THERAPEUTICS INC | BEAM | Healthcare | 2.44% | 1,350,000 | -250,000 | -15.63% | $32,170,500 |
| GUARDANT HEALTH INC | GH | Healthcare | 2.20% | 315,000 | -65,000 | -17.11% | $29,096,550 |
| NEUROGENE INC | NGNE | Healthcare | 2.17% | 1,420,361 | +125,000 | +9.65% | $28,634,478 |
| ALNYLAM PHARMACEUTICALS INC | ALNY | Healthcare | 1.88% | 75,000 | - | - | $24,815,250 |
| SCHOLAR ROCK HLDG CORP | SRRK | Healthcare | 1.30% | 350,000 | +90,000 | +34.62% | $17,206,000 |
| HIMS & HERS HEALTH INC | HIMS | Consumer Defensive | 1.10% | 700,000 | +315,000 | +81.82% | $14,532,000 |
| TAYSHA GENE THERAPIES INC | TSHA | Healthcare | 1.10% | 3,250,000 | +1,750,000 | +116.67% | $14,527,500 |
| TEMPUS AI INC | TEM | Healthcare | 1.01% | 294,127 | - | - | $13,300,423 |
| GRAIL INC | GRAL | Healthcare | 0.90% | 230,000 | +230,000 | +100.00% | $11,886,400 |
| PRIME MEDICINE INC | PRME | Healthcare | 0.83% | 3,167,175 | - | - | $11,021,769 |
| PERSONALIS INC | PSNL | Healthcare | 0.77% | 1,600,000 | +1,600,000 | +100.00% | $10,192,000 |
| QUEST DIAGNOSTICS INC | DGX | Healthcare | 0.74% | 50,000 | - | - | $9,799,000 |
| VERACYTE INC | VCYT | Healthcare | 0.67% | 276,308 | - | - | $8,899,881 |
| MOONLAKE IMMUNOTHERAPEUTICS | MLTX | Healthcare | 0.64% | 450,000 | +450,000 | +100.00% | $8,388,000 |
| INTELLIA THERAPEUTICS INC | NTLA | Healthcare | 0.34% | 355,000 | +355,000 | +100.00% | $4,551,100 |
| DISC MEDICINE INC | IRON | Healthcare | 0.31% | 65,000 | +65,000 | +100.00% | $4,156,100 |
| MODERNA INC | MRNA | Healthcare | 0.29% | 75,000 | +75,000 | +100.00% | $3,810,000 |
| MONTE ROSA THERAPEUTICS INC | GLUE | Healthcare | 0.23% | 186,014 | +100,000 | +116.26% | $3,059,930 |
| ABSCI CORPORATION | ABSI | Healthcare | 0.22% | 973,260 | - | - | $2,919,780 |
| CENTURY THERAPEUTICS INC | IPSC | Healthcare | 0.21% | 1,228,190 | - | - | $2,775,709 |
| CONTINEUM THERAPEUTICS INC | CTNM | Healthcare | 0.15% | 148,333 | - | - | $1,937,229 |
| PACIFIC BIOSCIENCES CALIF IN | PACB | Healthcare | 0.07% | 723,767 | -3,500,000 | -82.86% | $955,372 |
| RECURSION PHARMACEUTICALS IN | RXRX | Healthcare | 0.04% | 165,323 | - | - | $507,542 |
| TENAYA THERAPEUTICS INC | TNYA | Healthcare | 0.02% | 361,969 | - | - | $250,627 |
| GINKGO BIOWORKS HOLDINGS INC | DNA | Other | 0.02% | 36,493 | - | - | $223,702 |