Casdin Capital, LLC

CIK

1534261

City

New York

State / Country

NY

Stock

NGNE — Neurogene Inc.

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 NGNE

Compact Export CSV

Shares Held

Position Value (USD)

11 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$28,634,477	1,420,361	+9.6%	Shares	Sole	2026-05-15
2025-12-31	$26,684,436	1,295,361	0.0%	Shares	Sole	2026-02-17
2025-09-30	$22,448,606	1,295,361	0.0%	Shares	Sole	2025-11-14
2025-06-30	$19,365,646	1,295,361	0.0%	Shares	Sole	2025-08-14
2025-03-31	$15,168,677	1,295,361	0.0%	Shares	Sole	2025-05-15
2024-12-31	$29,611,952	1,295,361	0.0%	Shares	Sole	2025-02-14
2024-12-31	$29,611,952	1,295,361	+146.9%	Shares	Sole	2025-02-14
2024-09-30	$22,012,887	524,616	0.0%	Shares	Sole	2024-11-14
2024-06-30	$19,090,776	524,616	0.0%	Shares	Sole	2024-10-18
2024-03-31	$26,702,954	524,616	0.0%	Shares	Sole	2024-05-15
2023-12-31	$10,167,058	524,616	—	Shares	Sole	2024-02-14
No 13F history on record for this holder in this stock.