Funds › Casdin Capital, LLC
Casdin Capital, LLC
13F for Q2 2026, filed Aug 14, 2026. 43 positions worth $2.0B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q2 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | RVMD Revolution Medicines, Inc. | 2.58M | $482.7M | 24.2% | Unchanged | 13F ↗ |
| 2 | RLAY Relay Therapeutics, Inc. | 16.04M | $300.0M | 15.0% | +11.2% | 13F ↗ |
| 3 | WGS GeneDx Holdings Corp. | 3.71M | $254.5M | 12.7% | +23.3% | 13F ↗ |
| 4 | Biolife Solutions Inc | 4.66M | $131.5M | 6.6% | -21.9% | 13F ↗ |
| 5 | ILMN Illumina, Inc. | 530,000 | $93.2M | 4.7% | Unchanged | 13F ↗ |
| 6 | LAB Standard BioTools Inc. | 88.78M | $73.0M | 3.7% | Unchanged | 13F ↗ |
| 7 | GPCR Structure Therapeutics Inc. | 1.18M | $63.1M | 3.2% | Unchanged | 13F ↗ |
| 8 | DNLI Denali Therapeutics Inc. | 2.04M | $52.6M | 2.6% | +11.1% | 13F ↗ |
| 9 | NGNE Neurogene Inc. | 1.55M | $48.6M | 2.4% | +8.8% | 13F ↗ |
| 10 | BEAM Beam Therapeutics Inc. | 1.35M | $46.3M | 2.3% | Unchanged | 13F ↗ |
| 11 | TXG 10x Genomics, Inc. | 1.05M | $40.3M | 2.0% | -53.8% | 13F ↗ |
| 12 | SRRK Scholar Rock Holding Corporation | 665,000 | $36.6M | 1.8% | +90.0% | 13F ↗ |
| 13 | PSNL Personalis, Inc. | 2.55M | $34.2M | 1.7% | +59.4% | 13F ↗ |
| 14 | GRAL GRAIL, Inc. | 480,000 | $32.8M | 1.6% | +109% | 13F ↗ |
| 15 | GH Guardant Health, Inc. | 185,000 | $27.8M | 1.4% | -41.3% | 13F ↗ |
| 16 | MAZE Maze Therapeutics, Inc. | 843,857 | $25.2M | 1.3% | +11.2% | 13F ↗ |
| 17 | HIMS Hims & Hers Health, Inc. | 700,000 | $24.3M | 1.2% | Unchanged | 13F ↗ |
| 18 | ALNY Alnylam Pharmaceuticals, Inc. | 75,000 | $22.6M | 1.1% | Unchanged | 13F ↗ |
| 19 | TSHA Taysha Gene Therapies, Inc. | 3.25M | $22.1M | 1.1% | Unchanged | 13F ↗ |
| 20 | AGMB AgomAb Therapeutics NV · ADR | 1.55M | $20.1M | 1.0% | Unchanged | 13F ↗ |
| 21 | SEPN Septerna, Inc. | 553,268 | $18.5M | 0.9% | Unchanged | 13F ↗ |
| 22 | PBLS Parabilis Medicines, Inc. | 645,690 | $17.7M | 0.9% | New | 13F ↗ |
| 23 | SION Sionna Therapeutics, Inc. | 400,000 | $17.6M | 0.9% | New | 13F ↗ |
| 24 | VCYT Veracyte, Inc. | 276,308 | $16.2M | 0.8% | Unchanged | 13F ↗ |
| 25 | ANL Adlai Nortye Group Ltd. · ADR | 1.25M | $14.4M | 0.7% | +132% | 13F ↗ |
| 26 | PRME Prime Medicine, Inc. | 3.17M | $11.7M | 0.6% | Unchanged | 13F ↗ |
| 27 | ABSI Absci Corporation | 973,260 | $11.3M | 0.6% | Unchanged | 13F ↗ |
| 28 | DGX Quest Diagnostics Incorporated | 50,000 | $10.6M | 0.5% | Unchanged | 13F ↗ |
| 29 | SRPT Sarepta Therapeutics, Inc. | 470,000 | $8.4M | 0.4% | New | 13F ↗ |
| 30 | QURE uniQure N.V. | 150,000 | $6.9M | 0.3% | New | 13F ↗ |
| 31 | NTLA Intellia Therapeutics, Inc. | 355,000 | $6.0M | 0.3% | Unchanged | 13F ↗ |
| 32 | MRNA Moderna, Inc. | 75,000 | $5.3M | 0.3% | Unchanged | 13F ↗ |
| 33 | IRON Disc Medicine, Inc. | 65,000 | $4.8M | 0.2% | Unchanged | 13F ↗ |
| 34 | GLUE Monte Rosa Therapeutics, Inc. | 186,014 | $4.5M | 0.2% | Unchanged | 13F ↗ |
| 35 | IPSC Century Therapeutics, Inc. | 1.23M | $3.0M | 0.2% | Unchanged | 13F ↗ |
| 36 | CTNM Contineum Therapeutics, Inc. | 148,333 | $2.4M | 0.1% | Unchanged | 13F ↗ |
| 37 | BBOT BridgeBio Oncology Therapeutics, Inc. | 282,312 | $2.2M | 0.1% | Unchanged | 13F ↗ |
| 38 | EDIT Editas Medicine, Inc. | 445,000 | $1.4M | 0.1% | New | 13F ↗ |
| 39 | PACB Pacific Biosciences of California, Inc. | 723,767 | $1.2M | 0.1% | Unchanged | 13F ↗ |
| 40 | KARD Kardigan, Inc. | 50,000 | $1.2M | 0.1% | New | 13F ↗ |
| 41 | RXRX Recursion Pharmaceuticals, Inc. | 165,323 | $606.7K | <0.1% | Unchanged | 13F ↗ |
| 42 | DNA Ginkgo Bioworks Holdings, Inc. | 36,493 | $361.6K | <0.1% | Unchanged | 13F ↗ |
| 43 | TNYA Tenaya Therapeutics, Inc. | 361,969 | $267.5K | <0.1% | Unchanged | 13F ↗ |
Changes since Q1 2026
6 new, 9 added to, 3 trimmed, 3 exited, 25 unchanged. By estimated dollars.
New positions (6)
Added to (9)
| WGS GeneDx Holdings Corp. | 3.71M | +23.3% | $48.1M |
| RLAY Relay Therapeutics, Inc. | 16.04M | +11.2% | $30.2M |
| SRRK Scholar Rock Holding Corporation | 665,000 | +90.0% | $17.3M |
| GRAL GRAIL, Inc. | 480,000 | +109% | $17.1M |
| PSNL Personalis, Inc. | 2.55M | +59.4% | $12.7M |
| ANL Adlai Nortye Group Ltd. · ADR | 1.25M | +132% | $8.2M |
| DNLI Denali Therapeutics Inc. | 2.04M | +11.1% | $5.3M |
| NGNE Neurogene Inc. | 1.55M | +8.8% | $3.9M |
| MAZE Maze Therapeutics, Inc. | 843,857 | +11.2% | $2.5M |
Trimmed (3)
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
Pick any two quarters: what is new, added to, trimmed or exited. Premium plan.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q2 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer