Casdin Capital, LLC
Top Portfolio Positions
40 positions ·
$1,320,653,767 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| RVMD |
Revolution Medicines, Inc.
Healthcare
|
2,577,333 | $250,645,634 | 18.98% | |
| WGS |
GeneDx Holdings Corp.
Healthcare
|
3,007,164 | $193,120,072 | 14.62% | |
| RLAY |
Relay Therapeutics, Inc.
Healthcare
|
14,418,574 | $143,464,811 | 10.86% | |
| BLFS |
Biolife Solutions Inc
Healthcare
|
5,957,165 | $113,662,708 | 8.61% | |
| LAB |
Standard Biotools Inc.
Healthcare
|
88,783,856 | $81,681,147 | 6.18% | |
| ILMN |
Illumina, Inc.
Healthcare
|
530,000 | $65,327,800 | 4.95% | |
| GPCR |
Structure Therapeutics Inc.
Healthcare
|
1,175,000 | $56,635,000 | 4.29% | |
| TXG |
10x Genomics, Inc.
Healthcare
|
2,275,000 | $48,298,250 | 3.66% | |
| DNLI |
Denali Therapeutics Inc.
Healthcare
|
1,840,000 | $35,328,000 | 2.68% | |
| BEAM |
Beam Therapeutics Inc.
Healthcare
|
1,350,000 | $32,170,500 | 2.44% |
Portfolio Trend
25 quarters · across all stocks
Holdings in GLUE
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,059,930 | 186,014 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,348,699 | 86,014 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $637,363 | 86,014 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $387,923 | 86,014 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $399,104 | 86,014 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $596,937 | 86,014 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $455,874 | 86,014 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $976,192 | 261,014 | Shares | Sole | 2024-10-18 | |
| 2024-03-31 | $3,601,718 | 510,882 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,886,483 | 510,882 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,447,124 | 510,882 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,499,541 | 510,882 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,979,770 | 510,882 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,887,812 | 510,882 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,173,905 | 510,882 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,940,228 | 510,882 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $13,471,565 | 960,882 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $19,621,210 | 960,882 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $21,408,473 | 960,883 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $21,812,044 | 960,883 | Shares | Sole | 2021-08-16 | |
| No 13F history on record for this holder in this stock. | ||||||