Casdin Capital, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.32B
Q ending 2026-03-31
Prior quarter
$1.61B
Q ending 2025-12-31
Change
-18.0% QoQ · +7.9% YoY
Positions
40
reported holdings
Largest positions
All 40 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Revolution Medicines Inc | RVMD | Shares | $250.6M | 2.6M |
| Genedx Holdings Corp | WGS | Shares | $193.1M | 3.0M |
| Relay Therapeutics Inc | RLAY | Shares | $143.5M | 14.4M |
| Biolife Solutions Inc | BLFS | Shares | $113.7M | 6.0M |
| Standard Biotools Inc | LAB | Shares | $81.6M | 88.8M |
| Illumina Inc | ILMN | Shares | $65.3M | 530K |
| Structure Therapeutics Inc | GPCR | Shares | $56.6M | 1.2M |
| 10X Genomics Inc | TXG | Shares | $48.3M | 2.3M |
| Denali Therapeutics Inc | DNLI | Shares | $35.3M | 1.8M |
| Beam Therapeutics Inc | BEAM | Shares | $32.2M | 1.4M |
| Guardant Health Inc | GH | Shares | $29.1M | 315K |
| Neurogene Inc | NGNE | Shares | $28.6M | 1.4M |
| Alnylam Pharmaceuticals Inc | ALNY | Shares | $24.8M | 75K |
| Maze Therapeutics Inc | MAZE | Shares | $22.7M | 759K |
| Scholar Rock Hldg Corp | SRRK | Shares | $17.2M | 350K |
| Agomab Therapeutics Nv | AGMB | Shares | $16.3M | 1.6M |
| Hims & Hers Health Inc | HIMS | Shares | $14.5M | 700K |
| Taysha Gene Therapies Inc | TSHA | Shares | $14.5M | 3.3M |
| Qiagen Nv | Shares | $14.4M | 360K | |
| Tempus Ai Inc | TEM | Shares | $13.3M | 294K |
| Septerna Inc | SEPN | Shares | $13.3M | 553K |
| Grail Inc | GRAL | Shares | $11.9M | 230K |
| Prime Medicine Inc | PRME | Shares | $11.0M | 3.2M |
| Personalis Inc | PSNL | Shares | $10.2M | 1.6M |
| Quest Diagnostics Inc | DGX | Shares | $9.8M | 50K |
| Veracyte Inc | VCYT | Shares | $8.9M | 276K |
| Moonlake Immunotherapeutics | MLTX | Shares | $8.4M | 450K |
| Intellia Therapeutics Inc | NTLA | Shares | $4.6M | 355K |
| Disc Medicine Inc | IRON | Shares | $4.2M | 65K |
| Moderna Inc | MRNA | Shares | $3.8M | 75K |
| Adlai Nortye Ltd | ANL | Shares | $3.7M | 538K |
| Monte Rosa Therapeutics Inc | GLUE | Shares | $3.1M | 186K |
| Absci Corporation | ABSI | Shares | $2.9M | 973K |
| Century Therapeutics Inc | IPSC | Shares | $2.8M | 1.2M |
| Bridgebio Oncology Therapeut | BBOT | Shares | $2.5M | 282K |
| Contineum Therapeutics Inc | CTNM | Shares | $1.9M | 148K |
| Pacific Biosciences Calif In | PACB | Shares | $955K | 724K |
| Recursion Pharmaceuticals In | RXRX | Shares | $508K | 165K |
| Tenaya Therapeutics Inc | TNYA | Shares | $251K | 362K |
| Ginkgo Bioworks Holdings Inc | DNA | Shares | $224K | 36K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.