Casdin Capital
New York, NYfiles as Casdin Capital, LLC
$2.0bn in 43 US stocks at the end of 30 June 2026. The top 10 are 77.4% of the money. It changed about 15.5% of the portfolio this quarter.
Value
$2.0bn
Stocks
43
Top 10 share
77.4%
Turnover
15.5%
What changed this quarter
New
Bought for the first time this quarter.
- Parabilis MedicinesPBLS0.9% of the fund
- Sionna TherapeuticsSION0.9% of the fund
- Sarepta TherapeuticsSRPT0.4% of the fund
- uniQureQURE0.3% of the fund
- Editas MedicineEDIT<0.1% of the fund
- KardiganKARD<0.1% of the fund
Added
Bought more of a stock they already held.
- Relay TherapeuticsRLAY15.0% of the fund+11%
- GeneDx HoldingsWGS12.7% of the fund+23%
- Denali TherapeuticsDNLI2.6% of the fund+11%
- NeurogeneNGNE2.4% of the fund+9%
- Scholar Rock HoldingSRRK1.8% of the fund+90%
- PersonalisPSNL1.7% of the fund+59%
- GrailGRAL1.6% of the fund+109%
- Maze TherapeuticsMAZE1.3% of the fund+11%
- Adlai NortyeANL0.7% of the fund+132%
Cut
Sold some of their stake.
- Biolife SolutionsBLFS6.6% of the fund-22%
- 10x GenomicsTXG2.0% of the fund-54%
- Guardant HealthGH1.4% of the fund-41%
Sold out
Sold their entire stake.
- QiagenQGEN-100%
- Tempus AITEM-100%
- MoonLake ImmunotherapeuticsMLTX-100%
Holdings
- Structure TherapeuticsGPCR
- Share
- 3.2%
- Value
- $63m
- Shares
- 1,175,000
Held
- Parabilis MedicinesPBLS
- Share
- 0.9%
- Value
- $18m
- Shares
- 645,690
New
- Adlai NortyeANL
- Share
- 0.7%
- Value
- $14m
- Shares
- 1,250,000
+132%
- KardiganKARD
- Share
- <0.1%
- Value
- $1m
- Shares
- 50,000
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Revolution MedicinesRVMD | 24.2% | $483m | 2,577,333 | Held |
| Relay TherapeuticsRLAY | 15.0% | $300m | 16,035,240 | +11% |
| GeneDx HoldingsWGS | 12.7% | $254m | 3,707,164 | +23% |
| Biolife SolutionsBLFS | 6.6% | $131m | 4,655,000 | -22% |
| IlluminaILMN | 4.7% | $93m | 530,000 | Held |
| Standard BiotoolsLAB | 3.7% | $73m | 88,783,856 | Held |
| Structure TherapeuticsGPCR | 3.2% | $63m | 1,175,000 | Held |
| Denali TherapeuticsDNLI | 2.6% | $53m | 2,045,000 | +11% |
| NeurogeneNGNE | 2.4% | $49m | 1,545,361 | +9% |
| Beam TherapeuticsBEAM | 2.3% | $46m | 1,350,000 | Held |
| 10x GenomicsTXG | 2.0% | $40m | 1,050,000 | -54% |
| Scholar Rock HoldingSRRK | 1.8% | $37m | 665,000 | +90% |
| PersonalisPSNL | 1.7% | $34m | 2,550,000 | +59% |
| GrailGRAL | 1.6% | $33m | 480,000 | +109% |
| Guardant HealthGH | 1.4% | $28m | 185,000 | -41% |
| Maze TherapeuticsMAZE | 1.3% | $25m | 843,857 | +11% |
| Hims & Hers HealthHIMS | 1.2% | $24m | 700,000 | Held |
| Alnylam PharmaceuticalsALNY | 1.1% | $23m | 75,000 | Held |
| Taysha Gene TherapiesTSHA | 1.1% | $22m | 3,250,000 | Held |
| AgomAb Therapeutics NVAGMB | 1.0% | $20m | 1,550,000 | Held |
| SepternaSEPN | 0.9% | $19m | 553,268 | Held |
| Parabilis MedicinesPBLS | 0.9% | $18m | 645,690 | New |
| Sionna TherapeuticsSION | 0.9% | $18m | 400,000 | New |
| VeracyteVCYT | 0.8% | $16m | 276,308 | Held |
| Adlai NortyeANL | 0.7% | $14m | 1,250,000 | +132% |
| Prime MedicinePRME | 0.6% | $12m | 3,167,175 | Held |
| AbsciABSI | 0.6% | $11m | 973,260 | Held |
| Quest DiagnosticsDGX | 0.5% | $11m | 50,000 | Held |
| Sarepta TherapeuticsSRPT | 0.4% | $8m | 470,000 | New |
| uniQureQURE | 0.3% | $7m | 150,000 | New |
| Intellia TherapeuticsNTLA | 0.3% | $6m | 355,000 | Held |
| ModernaMRNA | 0.3% | $5m | 75,000 | Held |
| Disc MedicineIRON | 0.2% | $5m | 65,000 | Held |
| Monte Rosa TherapeuticsGLUE | 0.2% | $5m | 186,014 | Held |
| Century TherapeuticsIPSC | 0.2% | $3m | 1,228,190 | Held |
| Contineum TherapeuticsCTNM | 0.1% | $2m | 148,333 | Held |
| BridgeBio Oncology TherapeuticsBBOT | 0.1% | $2m | 282,312 | Held |
| Editas MedicineEDIT | <0.1% | $1m | 445,000 | New |
| Pacific Biosciences of CaliforniaPACB | <0.1% | $1m | 723,767 | Held |
| KardiganKARD | <0.1% | $1m | 50,000 | New |
| Recursion PharmaceuticalsRXRX | <0.1% | $606,735 | 165,323 | Held |
| Ginkgo Bioworks HoldingsDNA | <0.1% | $361,646 | 36,493 | Held |
| Tenaya TherapeuticsTNYA | <0.1% | $267,531 | 361,969 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 81.9% since 30 June 2025.
Where the money is
Health care96.1%
Other3.9%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.