EdgeMarket › What Casdin Capital, Llc reported owning

What Casdin Capital, Llc reported owning

As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.

Reported value

1.3B

Positions

40

Quarter

2026-03-31

Shown below

40
largest by value
holdingvalue% of booksharesprice1y
RVMD
Revolution Medicines, Inc.
250.6M19.0%2.6M209.46+479.3%
WGS
GeneDx Holdings Corp.
193.1M14.6%3.0M87.06-27.6%
RLAY
Relay Therapeutics, Inc.
143.5M10.9%14.4M19.44+471.8%
BLFS
BIOLIFE SOLUTIONS INC
113.7M8.6%6.0M37.10+48.6%
LAB
STANDARD BIOTOOLS INC.
81.6M6.2%88.8M0.67-45.6%
ILMN
ILLUMINA, INC.
65.3M4.9%530.0K219.40+117.7%
GPCR
Structure Therapeutics Inc.
56.6M4.3%1.2M49.09+164.4%
TXG
10x Genomics, Inc.
48.3M3.7%2.3M65.12+387.4%
DNLI
Denali Therapeutics Inc.
35.3M2.7%1.8M24.92+71.7%
BEAM
Beam Therapeutics Inc.
32.2M2.4%1.4M29.76+85.3%
GH
Guardant Health, Inc.
29.1M2.2%315.0K170.69+191.8%
NGNE
Neurogene Inc.
28.6M2.2%1.4M38.63+97.0%
ALNY
ALNYLAM PHARMACEUTICALS, INC.
24.8M1.9%75.0K236.22-48.5%
MAZE
Maze Therapeutics, Inc.
22.7M1.7%758.9K29.43+118.3%
SRRK
Scholar Rock Holding Corp
17.2M1.3%350.0K56.50+64.2%
AGMB
Agomab Therapeutics NV
16.3M1.2%1.6M13.25
HIMS
Hims & Hers Health, Inc.
14.5M1.1%700.0K33.78-22.1%
TSHA
Taysha Gene Therapies, Inc.
14.5M1.1%3.2M6.09+112.2%
QGEN
QIAGEN N.V.
14.4M1.1%360.0K44.07-10.4%
TEM
Tempus AI, Inc.
13.3M1.0%294.1K72.69-0.8%
SEPN
Septerna, Inc.
13.3M1.0%553.3K40.00+260.7%
GRAL
GRAIL, Inc.
11.9M0.9%230.0K79.54+147.2%
PRME
Prime Medicine, Inc.
11.0M0.8%3.2M3.39+4.6%
PSNL
Personalis, Inc.
10.2M0.8%1.6M18.38+296.1%
DGX
QUEST DIAGNOSTICS INC
9.8M0.7%50.0K244.39+32.5%
VCYT
VERACYTE, INC.
8.9M0.7%276.3K42.31+43.5%
MLTX
MoonLake Immunotherapeutics
8.4M0.6%450.0K15.76-70.9%
NTLA
Intellia Therapeutics, Inc.
4.6M0.3%355.0K12.84+25.8%
IRON
Disc Medicine, Inc.
4.2M0.3%65.0K79.81+35.9%
MRNA
Moderna, Inc.
3.8M0.3%75.0K145.13+439.7%
ANL
Adlai Nortye Ltd.
3.7M0.3%538.5K13.70+720.4%
GLUE
Monte Rosa Therapeutics, Inc.
3.1M0.2%186.0K14.30+222.8%
ABSI
Absci Corp
2.9M0.2%973.3K9.55+271.6%
IPSC
Century Therapeutics, Inc.
2.8M0.2%1.2M2.07+279.8%
BBOT
BridgeBio Oncology Therapeutics, Inc.
2.5M0.2%282.3K9.08-5.7%
CTNM
Contineum Therapeutics, Inc.
1.9M0.1%148.3K17.19+93.8%
PACB
PACIFIC BIOSCIENCES OF CALIFORNIA, INC.
955.4K0.1%723.8K1.35+6.3%
RXRX
RECURSION PHARMACEUTICALS, INC.
507.5K0.0%165.3K3.50-26.6%
TNYA
Tenaya Therapeutics, Inc.
250.6K0.0%362.0K0.70-43.8%
DNA
Ginkgo Bioworks Holdings, Inc.
223.7K0.0%36.5K7.40-36.2%

A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →

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