account_balance
Investment manager · 13F filer · SEC CIK 1534261
Casdin Capital, LLC
Reported value$2Bas of Jun 30, 2026
Positions43 6 new, 3 sold out
Top 10 weight77.4%RVMD alone is 24%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
RVMDRevolution Medicines Inc
24.2%
RLAYRelay Therapeutics Inc
15.0%Added +11%
WGSGenedx Holdings Corp
12.7%Added +23%
BLFSBiolife Solutions Inc
6.6%Trimmed −22%
ILMNIllumina Inc
4.7%
LABStandard Biotools Inc
3.7%
GPCRStructure Therapeutics Inc
3.2%
DNLIDenali Therapeutics Inc
2.6%Added +11%
NGNENeurogene Inc
2.4%Added +9%
BEAMBeam Therapeutics Inc
2.3%
TXG10x Genomics Inc
2.0%Trimmed −54%
SRRK1.8%RVMDRevolution Medicines Inc
24.2%
RLAYRelay Therapeutics Inc
15.0%Added +11%
WGSGenedx Holdings Corp
12.7%Added +23%
BLFS6.6%
ILMN4.7%LAB3.7%GPCR3.2%DNLI2.6%NGNE2.4%BEAMTXG2.0%SRRKBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
RVMD Revolution Medicines Inc 24.2% HeldRLAY Relay Therapeutics Inc 15.0% Added +11%WGS Genedx Holdings Corp 12.7% Added +23%
BLFS Biolife Solutions Inc 6.6% Trimmed −22%
ILMN Illumina Inc 4.7% HeldLAB Standard Biotools Inc 3.7% HeldGPCR Structure Therapeutics Inc 3.2% HeldDNLI Denali Therapeutics Inc 2.6% Added +11%NGNE Neurogene Inc 2.4% Added +9%BEAM Beam Therapeutics Inc 2.3% HeldTXG 10x Genomics Inc 2.0% Trimmed −54%SRRK Scholar Rock HLDG Corp 1.8% Added +90%What changed