Casdin Capital, LLC

CIK

1534261

Location

New York, NY

Portfolio Value

Mid $1,997,559,234

Diversification

Diversified

Filing Date

Global Rank

#1,592 / 8,794 ▲ 194 · as of Jun 2026

Top Industry

Biotechnology 63.0%

Period ended 3 months ago

Filed Aug 14, 2026 · 51d

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

43 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

24.2%

+5.2 pts

Top 5

63.2%

+3.9 pts

Top 10

77.4%

+0.1 pts

HHI

1,105

Diversified+202

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Healthcare	100.0%	$1,997,559,234	43

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

9 positions

Ticker	Company	Δ Shares	Shares	Value
RLAY	Relay Therapeutics, Inc.	+1,616,666	16,035,240	$300,019,340
PSNL	Personalis, Inc.	+950,000	2,550,000	$34,170,000
ANL	Adlai Nortye Group Ltd.	+711,539	1,250,000	$14,375,000
WGS	GeneDx Holdings Corp.	+700,000	3,707,164	$254,496,808
SRRK	Scholar Rock Holding Corp	+315,000	665,000	$36,575,000
GRAL	GRAIL, Inc.	+250,000	480,000	$32,769,600
DNLI	Denali Therapeutics Inc.	+205,000	2,045,000	$52,597,400
NGNE	Neurogene Inc.	+125,000	1,545,361	$48,601,603
MAZE	Maze Therapeutics, Inc.	+85,000	843,857	$25,180,692
No positions match the current search.

Trimmed

Positions the filer reduced

3 positions

Ticker	Company	Δ Shares	Shares	Value
BLFS	Biolife Solutions Inc	−1,302,165	4,655,000	$131,457,200
TXG	10x Genomics, Inc.	−1,225,000	1,050,000	$40,257,000
GH	Guardant Health, Inc.	−130,000	185,000	$27,755,550
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
PBLS	Parabilis Medicines, Inc.	645,690	$17,672,535
SION	Sionna Therapeutics, Inc.	400,000	$17,596,000
SRPT	Sarepta Therapeutics, Inc.	470,000	$8,445,900
QURE	uniQure N.V.	150,000	$6,909,000
EDIT	Editas Medicine, Inc.	445,000	$1,441,800
KARD	Kardigan, Inc.	50,000	$1,192,500
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
QGEN	Qiagen N.V.	360,000	$14,414,400
TEM	Tempus AI, Inc.	294,127	$13,300,422
MLTX	MoonLake Immunotherapeutics	450,000	$8,388,000
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

43 tracked positions · $1,997,559,234 total · filing declares 43 positions · $1,997,798,996 · as of Jun 30, 2026

All sectors Healthcare

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
RVMD	Revolution Medicines, Inc. Healthcare	Held	2,577,333	0	$482,682,924	+92.6%	24.16%
RLAY	Relay Therapeutics, Inc. Healthcare	Added	16,035,240	+1,616,666	$300,019,340	+109.1%	15.02%
WGS	GeneDx Holdings Corp. Healthcare	Added	3,707,164	+700,000	$254,496,808	+31.8%	12.74%
BLFS	Biolife Solutions Inc Healthcare	Reduced	4,655,000	-1,302,165	$131,457,200	+15.7%	6.58%
ILMN	Illumina, Inc. Healthcare	Held	530,000	0	$93,189,900	+42.6%	4.67%
LAB	Standard Biotools Inc. Healthcare	Held	88,783,856	0	$72,802,761	−10.9%	3.64%
GPCR	Structure Therapeutics Inc. Healthcare	Held	1,175,000	0	$63,062,250	+11.3%	3.16%
DNLI	Denali Therapeutics Inc. Healthcare	Added	2,045,000	+205,000	$52,597,400	+48.9%	2.63%
NGNE	Neurogene Inc. Healthcare	Added	1,545,361	+125,000	$48,601,603	+69.7%	2.43%
BEAM	Beam Therapeutics Inc. Healthcare	Held	1,350,000	0	$46,332,000	+44.0%	2.32%
TXG	10x Genomics, Inc. Healthcare	Reduced	1,050,000	-1,225,000	$40,257,000	−16.6%	2.02%
SRRK	Scholar Rock Holding Corp Healthcare	Added	665,000	+315,000	$36,575,000	+112.6%	1.83%
PSNL	Personalis, Inc. Healthcare	Added	2,550,000	+950,000	$34,170,000	+235.3%	1.71%
GRAL	GRAIL, Inc. Healthcare	Added	480,000	+250,000	$32,769,600	+175.7%	1.64%
GH	Guardant Health, Inc. Healthcare	Reduced	185,000	-130,000	$27,755,550	−4.6%	1.39%
MAZE	Maze Therapeutics, Inc. Healthcare	Added	843,857	+85,000	$25,180,692	+11.2%	1.26%
HIMS	Hims & Hers Health, Inc. Healthcare	Held	700,000	0	$24,269,000	+67.0%	1.21%
ALNY	Alnylam Pharmaceuticals, Inc. Healthcare	Held	75,000	0	$22,577,250	−9.0%	1.13%
TSHA	Taysha Gene Therapies, Inc. Healthcare	Held	3,250,000	0	$22,132,500	+52.3%	1.11%
AGMB	AgomAb Therapeutics NV Healthcare	Held	1,550,000	0	$20,119,000	+23.7%	1.01%
SEPN	Septerna, Inc. Healthcare	Held	553,268	0	$18,528,945	+39.4%	0.93%
PBLS	Parabilis Medicines, Inc. Healthcare	NEW	645,690	NEW	$17,672,535	NEW	0.88%
SION	Sionna Therapeutics, Inc. Healthcare	NEW	400,000	NEW	$17,596,000	NEW	0.88%
VCYT	Veracyte, Inc. Healthcare	Held	276,308	0	$16,227,568	+82.3%	0.81%
ANL	Adlai Nortye Group Ltd. Healthcare	Added	1,250,000	+711,539	$14,375,000	+285.8%	0.72%
PRME	Prime Medicine, Inc. Healthcare	Held	3,167,175	0	$11,686,875	+6.0%	0.59%
ABSI	Absci Corp Healthcare	Held	973,260	0	$11,280,083	+286.3%	0.56%
DGX	Quest Diagnostics Inc Healthcare	Held	50,000	0	$10,597,500	+8.1%	0.53%
SRPT	Sarepta Therapeutics, Inc. Healthcare	NEW	470,000	NEW	$8,445,900	NEW	0.42%
QURE	uniQure N.V. Healthcare	NEW	150,000	NEW	$6,909,000	NEW	0.35%
NTLA	Intellia Therapeutics, Inc. Healthcare	Held	355,000	0	$6,006,600	+32.0%	0.30%
MRNA	Moderna, Inc. Healthcare	Held	75,000	0	$5,252,250	+37.9%	0.26%
IRON	Disc Medicine, Inc. Healthcare	Held	65,000	0	$4,754,100	+14.4%	0.24%
GLUE	Monte Rosa Therapeutics, Inc. Healthcare	Held	186,014	0	$4,501,538	+47.1%	0.23%
IPSC	Century Therapeutics, Inc. Healthcare	Held	1,228,190	0	$3,009,065	+8.4%	0.15%
CTNM	Contineum Therapeutics, Inc. Healthcare	Held	148,333	0	$2,431,177	+25.5%	0.12%
BBOT	BridgeBio Oncology Therapeutics, Inc. Healthcare	Held	282,312	0	$2,151,217	−14.9%	0.11%
EDIT	Editas Medicine, Inc. Healthcare	NEW	445,000	NEW	$1,441,800	NEW	0.07%
PACB	Pacific Biosciences Of California, Inc. Healthcare	Held	723,767	0	$1,215,928	+27.3%	0.06%
KARD	Kardigan, Inc. Healthcare	NEW	50,000	NEW	$1,192,500	NEW	0.06%
RXRX	Recursion Pharmaceuticals, Inc. Healthcare	Held	165,323	0	$606,735	+19.5%	0.03%
DNA	Ginkgo Bioworks Holdings, Inc. Healthcare	Held	36,493	0	$361,645	+61.7%	0.02%
TNYA	Tenaya Therapeutics, Inc. Healthcare	Held	361,969	0	$267,495	+6.8%	0.01%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.