Casdin Capital 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Casdin Capital disclosed 40 US equity positions worth $1.3bn in its Q1 2026 13F filing. The largest position was RVMD at 19.0% of the reported book, followed by WGS and RLAY. Against the Q4 2025 filing, it opened 9 new positions, added to 7 and reduced 4 among the top 40 holdings.
What did Casdin Capital own in Q1 2026? Top 40 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2025 |
|---|---|---|---|---|---|---|---|
| 1 | RVMD REVOLUTION MEDICINES INC | Healthcare | 19.0% | $250.6m | 2,577,333 | 0% | held |
| 2 | WGS GENEDX HOLDINGS CORP | Healthcare | 14.6% | $193.1m | 3,007,164 | 0% | held |
| 3 | RLAY RELAY THERAPEUTICS INC | Healthcare | 10.9% | $143.5m | 14,418,574 | 11% | added |
| 4 | BLFS BIOLIFE SOLUTIONS INC | Healthcare | 8.6% | $113.7m | 5,957,165 | 0% | held |
| 5 | LAB STANDARD BIOTOOLS INC | Healthcare | 6.2% | $81.6m | 88,783,856 | 0% | held |
| 6 | ILMN ILLUMINA INC | Healthcare | 4.9% | $65.3m | 530,000 | -12% | reduced |
| 7 | GPCR STRUCTURE THERAPEUTICS INC | Healthcare | 4.3% | $56.6m | 1,175,000 | 0% | held |
| 8 | TXG 10X GENOMICS INC | Healthcare | 3.7% | $48.3m | 2,275,000 | 62% | added |
| 9 | DNLI DENALI THERAPEUTICS INC | Healthcare | 2.7% | $35.3m | 1,840,000 | 0% | held |
| 10 | BEAM BEAM THERAPEUTICS INC | Healthcare | 2.4% | $32.2m | 1,350,000 | -16% | reduced |
| 11 | GH GUARDANT HEALTH INC | Healthcare | 2.2% | $29.1m | 315,000 | -17% | reduced |
| 12 | NGNE NEUROGENE INC | 2.2% | $28.6m | 1,420,361 | 10% | added | |
| 13 | ALNY ALNYLAM PHARMACEUTICALS INC | Healthcare | 1.9% | $24.8m | 75,000 | 0% | held |
| 14 | MAZE MAZE THERAPEUTICS INC | 1.7% | $22.7m | 758,857 | 0% | held | |
| 15 | SRRK SCHOLAR ROCK HLDG CORP | Healthcare | 1.3% | $17.2m | 350,000 | 35% | added |
| 16 | AGOMAB THERAPEUTICS NV | 1.2% | $16.3m | 1,550,000 | – | new | |
| 17 | HIMS HIMS & HERS HEALTH INC | Healthcare | 1.1% | $14.5m | 700,000 | 82% | added |
| 18 | TSHA TAYSHA GENE THERAPIES INC | Healthcare | 1.1% | $14.5m | 3,250,000 | 117% | added |
| 19 | QIAGEN NV | 1.1% | $14.4m | 360,000 | – | new | |
| 20 | TEM TEMPUS AI INC | Healthcare | 1.0% | $13.3m | 294,127 | 0% | held |
| 21 | SEPN SEPTERNA INC | 1.0% | $13.3m | 553,268 | 0% | held | |
| 22 | GRAL GRAIL INC | 0.9% | $11.9m | 230,000 | – | new | |
| 23 | PRME PRIME MEDICINE INC | 0.8% | $11.0m | 3,167,175 | 0% | held | |
| 24 | PSNL PERSONALIS INC | Healthcare | 0.8% | $10.2m | 1,600,000 | – | new |
| 25 | DGX QUEST DIAGNOSTICS INC | Healthcare | 0.7% | $9.8m | 50,000 | 0% | held |
| 26 | VCYT VERACYTE INC | Healthcare | 0.7% | $8.9m | 276,308 | 0% | held |
| 27 | MLTX MOONLAKE IMMUNOTHERAPEUTICS | Healthcare | 0.6% | $8.4m | 450,000 | – | new |
| 28 | NTLA INTELLIA THERAPEUTICS INC | Healthcare | 0.3% | $4.6m | 355,000 | – | new |
| 29 | IRON DISC MEDICINE INC | Healthcare | 0.3% | $4.2m | 65,000 | – | new |
| 30 | MRNA MODERNA INC | Healthcare | 0.3% | $3.8m | 75,000 | – | new |
| 31 | ANL ADLAI NORTYE LTD | 0.3% | $3.7m | 538,461 | – | new | |
| 32 | GLUE MONTE ROSA THERAPEUTICS INC | 0.2% | $3.1m | 186,014 | 116% | added | |
| 33 | ABSI ABSCI CORPORATION | 0.2% | $2.9m | 973,260 | 0% | held | |
| 34 | IPSC CENTURY THERAPEUTICS INC | Healthcare | 0.2% | $2.8m | 1,228,190 | 0% | held |
| 35 | BRIDGEBIO ONCOLOGY THERAPEUT | 0.2% | $2.5m | 282,312 | 0% | held | |
| 36 | CTNM CONTINEUM THERAPEUTICS INC | 0.1% | $1.9m | 148,333 | 0% | held | |
| 37 | PACB PACIFIC BIOSCIENCES CALIF IN | Healthcare | 0.1% | $955.4k | 723,767 | -83% | reduced |
| 38 | RXRX RECURSION PHARMACEUTICALS IN | Healthcare | 0.0% | $507.5k | 165,323 | 0% | held |
| 39 | TNYA TENAYA THERAPEUTICS INC | 0.0% | $250.6k | 361,969 | 0% | held | |
| 40 | GINKGO BIOWORKS HOLDINGS INC | 0.0% | $223.7k | 36,493 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.