Institutional Fund
Casdin Capital, LLC
New York, NYCIK 15342615 filings on record
Portfolio Value
$1.32B
Q1 2026
Holdings
40
Reported positions
New Buys
9
Opened this quarter
QoQ Change
-18.0%
from $1.61B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Revolution Medicines Inc19.0%
- Genedx Holdings Corp14.6%
- Relay Therapeutics Inc10.9%
- Biolife Solutions Inc8.6%
- Standard Biotools Inc6.2%
- Illumina Inc4.9%
- Other35.8%
Portfolio Holdings
40 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Revolution Medicines Inc | 2.58M | $250.65M | 19.0% | 0 | Held |
| 2 | Genedx Holdings Corp | 3.01M | $193.12M | 14.6% | 0 | Held |
| 3 | Relay Therapeutics Inc | 14.42M | $143.46M | 10.9% | +1.42M | Added |
| 4 | Biolife Solutions Inc | 5.96M | $113.66M | 8.6% | 0 | Held |
| 5 | Standard Biotools Inc | 88.78M | $81.62M | 6.2% | 0 | Held |
| 6 | Illumina Inc | 530.0K | $65.33M | 4.9% | −70.0K | Reduced |
| 7 | Structure Therapeutics Inc | 1.18M | $56.63M | 4.3% | 0 | Held |
| 8 | 10x Genomics Inc | 2.27M | $48.30M | 3.7% | +875.0K | Added |
| 9 | Denali Therapeutics Inc | 1.84M | $35.33M | 2.7% | 0 | Held |
| 10 | Beam Therapeutics Inc | 1.35M | $32.17M | 2.4% | −250.0K | Reduced |
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