Casdin Capital 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Casdin Capital disclosed 43 US equity positions worth $2.0bn in its Q2 2026 13F filing. The largest position was RVMD at 24.2% of the reported book, followed by RLAY and WGS. Against the Q1 2026 filing, it opened 6 new positions, added to 9 and reduced 3 among the top 43 holdings.
What did Casdin Capital own in Q2 2026? Top 43 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 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 |
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.