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Casdin Capital, LLC
hedge fundUpdated 27 days agoManaged by Casdin Capital, Llc • Latest filing Q2 2026
Portfolio value
$2B
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
2.9%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $1.2B |
| Q2 2023 | $1.1B |
| Q3 2023 | $903.5M |
| Q4 2023 | $1B |
| Q1 2024 | $1.3B |
| Q2 2024 | $1.3B |
| Q3 2024 | $1.5B |
| Q4 2024 | $1.5B |
| Q1 2025 | $1.2B |
| Q2 2025 | $1.1B |
| Q3 2025 | $1.2B |
| Q4 2025 | $1.6B |
| Q1 2026 | $1.3B |
| Q2 2026 | $2B |
Top holdings
43 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | R RVMDW REVOLUTION MEDICINES INC | $482.7M | 2.58M | 24.16% | — |
| 2 | R RLAY RELAY THERAPEUTICS INC | $300M | 16.04M | 15.02% | — |
| 3 | W WGSWW GENEDX HOLDINGS CORP | $254.5M | 3.71M | 12.74% | — |
| 4 | B BLFS BIOLIFE SOLUTIONS INC | $131.5M | 4.66M | 6.58% | — |
| 5 | I ILMN ILLUMINA INC | $93.2M | 530.0K | 4.66% | — |
| 6 | L LAB STANDARD BIOTOOLS INC | $73M | 88.78M | 3.66% | — |
| 7 | G GPCR STRUCTURE THERAPEUTICS INC | $63.1M | 1.18M | 3.16% | — |
| 8 | D DNLI DENALI THERAPEUTICS INC | $52.6M | 2.04M | 2.63% | — |
| 9 | N NGNE NEUROGENE INC | $48.6M | 1.55M | 2.43% | — |
| 10 | B BEAM BEAM THERAPEUTICS INC | $46.3M | 1.35M | 2.32% | — |
| 11 | T TXG 10X GENOMICS INC | $40.3M | 1.05M | 2.02% | — |
| 12 | S SRRK SCHOLAR ROCK HLDG CORP | $36.6M | 665.0K | 1.83% | — |
| 13 | P PR PERSONALIS INC | $34.2M | 2.55M | 1.71% | — |
| 14 | G GRAL GRAIL INC | $32.8M | 480.0K | 1.64% | — |
| 15 | G GH GUARDANT HEALTH INC | $27.8M | 185.0K | 1.39% | — |
| 16 | M MAZE MAZE THERAPEUTICS INC | $25.2M | 843.9K | 1.26% | — |
| 17 | H HIMS HIMS & HERS HEALTH INC | $24.3M | 700.0K | 1.21% | — |
| 18 | A ALNY ALNYLAM PHARMACEUTICALS INC | $22.6M | 75.0K | 1.13% | — |
| 19 | T TSHA TAYSHA GENE THERAPIES INC | $22.1M | 3.25M | 1.11% | — |
| 20 | A AGMB AGOMAB THERAPEUTICS NV | $20.1M | 1.55M | 1.01% | — |