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CIK: 0001534261
Total reported value
$2.0B
$2.0B
40 檔
39.2%
In Q1 2026, Casdin Capital, LLC's U.S. equity holdings reached a combined market value of $2.0B, distributed across 40 disclosed stock positions.
In Q1 2026, Casdin Capital, LLC displayed an active expansion posture, initiating 9 new positions and adding to 7 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including RVMD, WGS, RLAY) accounted for 39.2% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RVMD | Revolution Medicines Inc | Stock-Healthcare | 18.98% | +5.18% | — | |
| 2 | WGS | Genedx Holdings CORP | Stock-Other | 14.62% | -1.88% | — | |
| 3 | RLAY | Relay Therapeutics Inc | Stock-Other | 10.86% | +4.16% | +10.88% | |
| 4 | BLFS | Biolife Solutions Inc | Stock-Other | 8.61% | -2.03% | — | |
| 5 | LAB | Standard Biotools Inc | Stock-Other | 6.18% | -2.52% | — | |
| 6 | ILMN | Illumina Inc | Stock-Healthcare | 4.95% | -0.29% | -11.67% | |
| 7 | GPCR | Structure Therapeutics Inc | Stock-Other | 4.29% | -1.13% | — | |
| 8 | TXG | 10x Genomics Inc-class A | Stock-Other | 3.66% | -1.64% | +62.50% | |
| 9 | DNLI | Denali Therapeutics Inc | Stock-Other | 2.68% | -0.05% | — | |
| 10 | BEAM | Beam Therapeutics Inc | Stock-Other | 2.44% | -0.12% | -15.63% | |
| 11 | GH | Guardant Health Inc | Stock-Healthcare | 2.20% | -0.81% | -17.11% | |
| 12 | NGNE | Neurogene Inc | Stock-Other | 2.17% | +0.26% | +9.65% | |
| 13 | ALNY | Alnylam Pharmaceuticals Inc | Stock-Healthcare | 1.88% | -0.75% | — | |
| 14 | MAZE | Maze Therapeutics Inc | Stock-Other | 1.72% | -0.46% | — | |
| 15 | SRRK | Scholar Rock Holding CORP | Stock-Other | 1.30% | +0.53% | +34.62% | |
| 16 | AGMB | Agomab Therapeutics NV | Stock-Other | 1.23% | -0.22% | — | |
| 17 | HIMS | Hims & Hers Health Inc | Stock-Healthcare | 1.10% | +0.11% | +81.82% | |
| 18 | TSHA | Taysha Gene Therapies Inc | Stock-Other | 1.10% | +0.01% | +116.67% | |
| 19 | QGEN | Qiagen N.V. | Stock-Healthcare | 1.09% | -1.09% | EXIT | |
| 20 | TEM | Tempus Ai Inc-cl A | Stock-Healthcare | 1.01% | -1.01% | EXIT | |
| 21 | SEPN | Septerna Inc | Stock-Other | 1.01% | -0.08% | — | |
| 22 | GRAL | Grail Inc | Stock-Healthcare | 0.90% | +0.74% | — | |
| 23 | PRME | Prime Medicine Inc | Stock-Other | 0.83% | -0.25% | — | |
| 24 | PSNL | Personalis Inc | Stock-Other | 0.77% | +0.94% | — | |
| 25 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 0.74% | -0.21% | — | |
| 26 | VCYT | Veracyte Inc | Stock-Other | 0.67% | +0.14% | — | |
| 27 | MLTX | Moonlake Immunotherapeutics | Stock-Other | 0.64% | -0.64% | EXIT | |
| 28 | NTLA | Intellia Therapeutics Inc | Stock-Other | 0.34% | -0.04% | — | |
| 29 | IRON | Disc Medicine Inc | Stock-Other | 0.31% | -0.07% | — | |
| 30 | MRNA | Moderna Inc | Stock-Healthcare | 0.29% | -0.03% | — | |
| 31 | ANL | Adlai Nortye Ltd-adr | Stock-Other | 0.28% | +0.44% | — | |
| 32 | GLUE | Monte Rosa Therapeutics Inc | Stock-Other | 0.23% | — | +116.26% | |
| 33 | ABSI | Absci CORP | Stock-Other | 0.22% | +0.34% | — | |
| 34 | IPSC | Century Therapeutics Inc | Stock-Other | 0.21% | -0.06% | — | |
| 35 | BBOT | Bridgebio Oncology Therapeut | Stock-Other | 0.19% | -0.08% | — | |
| 36 | CTNM | Contineum Therapeutics Inc-a | Stock-Other | 0.15% | -0.03% | — | |
| 37 | PACB | Pacific Biosciences Of Calif | Stock-Other | 0.07% | -0.01% | -82.86% | |
| 38 | RXRX | Recursion Pharmaceuticals-a | Stock-Healthcare | 0.04% | -0.01% | — | |
| 39 | TNYA | Tenaya Therapeutics Inc | Stock-Other | 0.02% | -0.01% | — | |
| 40 | DNA | Ginkgo Bioworks Holdings Inc | Stock-Other | 0.02% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RVMD | Revolution Medicines Inc | +6.2% | — | Unchanged |
| 2 | RLAY | Relay Therapeutics Inc | +4% | +10.88% | Add |
| 3 | TXG | 10x Genomics Inc-class A | +2.2% | +62.50% | Add |
| 4 | DNLI | Denali Therapeutics Inc | +0.8% | — | Unchanged |
| 5 | TSHA | Taysha Gene Therapies Inc | +0.6% | +116.67% | Add |
| 6 | SRRK | Scholar Rock Holding CORP | +0.6% | +34.62% | Add |
| 7 | NGNE | Neurogene Inc | +0.5% | +9.65% | Add |
| 8 | HIMS | Hims & Hers Health Inc | +0.3% | +81.82% | Add |
| 9 | DGX | Quest Diagnostics Inc | +0.2% | — | Unchanged |
| 10 | GLUE | Monte Rosa Therapeutics Inc | +0.2% | +116.26% | Add |
| 11 | PRME | Prime Medicine Inc | +0.2% | — | Unchanged |
| 12 | IPSC | Century Therapeutics Inc | +0.1% | — | Unchanged |
| 13 | ILMN | Illumina Inc | +0.1% | -11.67% | Trim |
| 14 | SEPN | Septerna Inc | +0.1% | — | Unchanged |
| 15 | CTNM | Contineum Therapeutics Inc-a | 0% | — | Unchanged |
| 16 | ALNY | Alnylam Pharmaceuticals Inc | 0% | — | Unchanged |
| 17 | ABSI | Absci CORP | 0% | — | Unchanged |
| 18 | RXRX | Recursion Pharmaceuticals-a | — | — | Unchanged |
| 19 | DNA | Ginkgo Bioworks Holdings Inc | — | — | Unchanged |
| 20 | TNYA | Tenaya Therapeutics Inc | — | — | Unchanged |
| 21 | BBOT | Bridgebio Oncology Therapeut | 0% | — | Unchanged |
| 22 | VCYT | Veracyte Inc | -0.1% | — | Unchanged |
| 23 | TEM | Tempus Ai Inc-cl A | -0.1% | — | Unchanged |
| 24 | GH | Guardant Health Inc | -0.2% | -17.11% | Trim |
| 25 | MAZE | Maze Therapeutics Inc | -0.2% | — | Unchanged |
| 26 | BEAM | Beam Therapeutics Inc | -0.3% | -15.63% | Trim |
| 27 | BLFS | Biolife Solutions Inc | -0.3% | — | Unchanged |
| 28 | PACB | Pacific Biosciences Of Calif | -0.4% | -82.86% | Trim |
| 29 | GPCR | Structure Therapeutics Inc | -0.8% | — | Unchanged |
| 30 | LAB | Standard Biotools Inc | -0.9% | — | Unchanged |
| 31 | WGS | Genedx Holdings CORP | -9.7% | — | Unchanged |
| 32 | RNAGBP | Avidity Biosciences Inc | — | EXIT | Sold out |
| 33 | SPRY | Ars Pharmaceuticals Inc | — | EXIT | Sold out |
| 34 | UNH | Unitedhealth Group Inc | — | EXIT | Sold out |
| 35 | AGMB | Agomab Therapeutics NV | — | NEW | New buy |
| 36 | QGEN | Qiagen N.V. | — | NEW | New buy |
| 37 | GRAL | Grail Inc | — | NEW | New buy |
| 38 | DXCM | Dexcom Inc | — | EXIT | Sold out |
| 39 | CI | THE Cigna Group | — | EXIT | Sold out |
| 40 | PSNL | Personalis Inc | — | NEW | New buy |
| 41 | INCY | Incyte CORP | — | EXIT | Sold out |
| 42 | MLTX | Moonlake Immunotherapeutics | — | NEW | New buy |
| 43 | LEGN | Legend Biotech Corp-adr | — | EXIT | Sold out |
| 44 | NTLA | Intellia Therapeutics Inc | — | NEW | New buy |
| 45 | IRON | Disc Medicine Inc | — | NEW | New buy |
| 46 | MRNA | Moderna Inc | — | NEW | New buy |
| 47 | ANL | Adlai Nortye Ltd-adr | — | NEW | New buy |
According to official SEC Form 13F filings, Casdin Capital, LLC reported a total U.S. public equity portfolio value of $2.0B across 40 disclosed positions in Q1 2026.
During Q1 2026, Casdin Capital, LLC's top holdings by market value included RVMD (19.0%)、WGS (14.6%)、RLAY (10.9%). The largest single position, RVMD, represented 19.0% of total portfolio value.
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Top New Position Initiated
AGMB
市值: $16.3M
Top Position Liquidated / Trimmed
RNAGBP
前期市值: $72.1M
In Q1 2026, Casdin Capital, LLC made 27 total portfolio adjustments, initiating 9 new buys, adding to 7 positions, trimming 4 holdings, and fully liquidating 7 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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