Casdin Capital: 13F holdings, Q2 2026
Emerging, concentrated · SEC EDGAR filings (CIK 0001534261) · Explore on the interactive board
Casdin Capital disclosed 43 US equity positions worth $2.0bn in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 14, 2026). Its largest position is RVMD at 24.2% of the reported book, followed by RLAY, WGS. The top ten holdings are 77.4% of the book, and the portfolio behaves like about 9 equal-weight positions. Versus the prior filing it opened 6 new positions, added to 9, reduced 3 and exited 3.
What does Casdin Capital own? Top holdings as of June 30, 2026
Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 6 new, 9 added, 3 reduced, 3 exited.
| # | Stock | Sector | Weight | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|---|
| 1 | RVMD REVOLUTION MEDICINES INC | Healthcare | 24.2% | $482.7m | 2,577,333 | 0% | held |
| 2 | RLAY RELAY THERAPEUTICS INC | Healthcare | 15.0% | $300.0m | 16,035,240 | 11% | added |
| 3 | WGS GENEDX HOLDINGS CORP | Healthcare | 12.7% | $254.5m | 3,707,164 | 23% | added |
| 4 | BLFS BIOLIFE SOLUTIONS INC | Healthcare | 6.6% | $131.5m | 4,655,000 | -22% | reduced |
| 5 | ILMN ILLUMINA INC | Healthcare | 4.7% | $93.2m | 530,000 | 0% | held |
| 6 | LAB STANDARD BIOTOOLS INC | Healthcare | 3.7% | $73.0m | 88,783,856 | 0% | held |
| 7 | GPCR STRUCTURE THERAPEUTICS INC | Healthcare | 3.2% | $63.1m | 1,175,000 | 0% | held |
| 8 | DNLI DENALI THERAPEUTICS INC | Healthcare | 2.6% | $52.6m | 2,045,000 | 11% | added |
| 9 | NGNE NEUROGENE INC | 2.4% | $48.6m | 1,545,361 | 9% | added | |
| 10 | BEAM BEAM THERAPEUTICS INC | Healthcare | 2.3% | $46.3m | 1,350,000 | 0% | held |
| 11 | TXG 10X GENOMICS INC | Healthcare | 2.0% | $40.3m | 1,050,000 | -54% | reduced |
| 12 | SRRK SCHOLAR ROCK HLDG CORP | Healthcare | 1.8% | $36.6m | 665,000 | 90% | added |
| 13 | PSNL PERSONALIS INC | Healthcare | 1.7% | $34.2m | 2,550,000 | 59% | added |
| 14 | GRAL GRAIL INC | 1.6% | $32.8m | 480,000 | 109% | added | |
| 15 | GH GUARDANT HEALTH INC | Healthcare | 1.4% | $27.8m | 185,000 | -41% | reduced |
| 16 | MAZE MAZE THERAPEUTICS INC | 1.3% | $25.2m | 843,857 | 11% | added | |
| 17 | HIMS HIMS & HERS HEALTH INC | Healthcare | 1.2% | $24.3m | 700,000 | 0% | held |
| 18 | ALNY ALNYLAM PHARMACEUTICALS INC | Healthcare | 1.1% | $22.6m | 75,000 | 0% | held |
| 19 | TSHA TAYSHA GENE THERAPIES INC | Healthcare | 1.1% | $22.1m | 3,250,000 | 0% | held |
| 20 | AGOMAB THERAPEUTICS NV | 1.0% | $20.1m | 1,550,000 | 0% | held | |
| 21 | SEPN SEPTERNA INC | 0.9% | $18.5m | 553,268 | 0% | held | |
| 22 | PARABILIS MEDICINES INC | 0.9% | $17.7m | 645,690 | – | new | |
| 23 | SION SIONNA THERAPEUTICS INC | 0.9% | $17.6m | 400,000 | – | new | |
| 24 | VCYT VERACYTE INC | Healthcare | 0.8% | $16.2m | 276,308 | 0% | held |
| 25 | ANL ADLAI NORTYE LTD | 0.7% | $14.4m | 1,250,000 | 132% | added | |
| 26 | PRME PRIME MEDICINE INC | 0.6% | $11.7m | 3,167,175 | 0% | held | |
| 27 | ABSI ABSCI CORPORATION | 0.6% | $11.3m | 973,260 | 0% | held | |
| 28 | DGX QUEST DIAGNOSTICS INC | Healthcare | 0.5% | $10.6m | 50,000 | 0% | held |
| 29 | SRPT SAREPTA THERAPEUTICS INC | Healthcare | 0.4% | $8.4m | 470,000 | – | new |
| 30 | UNIQURE NV | 0.3% | $6.9m | 150,000 | – | new | |
| 31 | NTLA INTELLIA THERAPEUTICS INC | Healthcare | 0.3% | $6.0m | 355,000 | 0% | held |
| 32 | MRNA MODERNA INC | Healthcare | 0.3% | $5.3m | 75,000 | 0% | held |
| 33 | IRON DISC MEDICINE INC | Healthcare | 0.2% | $4.8m | 65,000 | 0% | held |
| 34 | GLUE MONTE ROSA THERAPEUTICS INC | 0.2% | $4.5m | 186,014 | 0% | held | |
| 35 | IPSC CENTURY THERAPEUTICS INC | Healthcare | 0.2% | $3.0m | 1,228,190 | 0% | held |
| 36 | CTNM CONTINEUM THERAPEUTICS INC | 0.1% | $2.4m | 148,333 | 0% | held | |
| 37 | BRIDGEBIO ONCOLOGY THERAPEUT | 0.1% | $2.2m | 282,312 | 0% | held | |
| 38 | EDIT EDITAS MEDICINE INC | Healthcare | 0.1% | $1.4m | 445,000 | – | new |
| 39 | PACB PACIFIC BIOSCIENCES CALIF IN | Healthcare | 0.1% | $1.2m | 723,767 | 0% | held |
| 40 | KARD KARDIGAN INC | 0.1% | $1.2m | 50,000 | – | new | |
| 41 | RXRX RECURSION PHARMACEUTICALS IN | Healthcare | 0.0% | $606.7k | 165,323 | 0% | held |
| 42 | GINKGO BIOWORKS HOLDINGS INC | 0.0% | $361.6k | 36,493 | 0% | held | |
| 43 | TNYA TENAYA THERAPEUTICS INC | 0.0% | $267.5k | 361,969 | 0% | held |
What did Casdin Capital sell? Positions exited since the previous filing
| Stock | Prior weight | Prior value |
|---|---|---|
| QIAGEN NV | 39.9% | $14.4m |
| TEM TEMPUS AI INC | 36.8% | $13.3m |
| MLTX MOONLAKE IMMUNOTHERAPEUTICS | 23.2% | $8.4m |
Sector mix
| Sector | Weight |
|---|---|
| Healthcare | 88.2% |
Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.
Filing history
| Quarter | Positions | Equity value |
|---|---|---|
| Q2 2026 | 43 | $2.0bn |
| Q1 2026 | 40 | $1.3bn |
| Q4 2025 | 38 | $1.6bn |
| Q3 2025 | 32 | $1.2bn |
| Q2 2025 | 33 | $1.1bn |
| Q1 2025 | 44 | $1.2bn |
| Q4 2024 | 38 | $1.5bn |
| Q3 2024 | 35 | $1.5bn |
| Q2 2024 | 38 | $1.3bn |
| Q1 2024 | 36 | $1.3bn |
| Q4 2023 | 36 | $1.0bn |
| Q3 2023 | 38 | $896.6m |
| Q2 2023 | 41 | $1.1bn |
| Q1 2023 | 40 | $1.2bn |
| Q4 2022 | 44 | $1.3bn |
| Q3 2022 | 36 | $1.5bn |
Earliest filing: Q4 2015 · 43 quarters on file
How concentrated is Casdin Capital's portfolio?
Across every quarter Casdin Capital has filed, its median largest position is 12.9% of the book and its median top-ten weight is 65.0%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 184 completed holding spells, the median lasted 3.0 quarters; 43 positions are still open and their final length is unknown.