Casdin Capital
Latest statistics and disclosures from Casdin Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are RVMD, WGS, RLAY, BLFS, LAB, and represent 59.25% of Casdin Capital's stock portfolio.
- Added to shares of these 10 stocks: TXG (+$19M), AgomAb Therapeutics NV (+$16M), QGEN (+$14M), RLAY (+$14M), GRAL (+$12M), PSNL (+$10M), MLTX (+$8.4M), TSHA (+$7.8M), HIMS (+$6.5M), NTLA.
- Started 9 new stock positions in PSNL, IRON, QGEN, AgomAb Therapeutics NV, MLTX, NTLA, MRNA, ANL, GRAL.
- Reduced shares in these 10 stocks: Avidity Biosciences Ord (-$72M), SPRY (-$19M), , DXCM (-$12M), CI (-$11M), , ILMN (-$8.6M), GH (-$6.0M), BEAM (-$6.0M), LEGN.
- Sold out of its positions in Avidity Biosciences Ord, CI, DXCM, INCY, LEGN, SPRY, UNH.
- Casdin Capital was a net seller of stock by $-37M.
- Casdin Capital has $1.3B in assets under management (AUM), dropping by -17.97%.
- Central Index Key (CIK): 0001534261
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Portfolio Holdings for Casdin Capital
Casdin Capital holds 40 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Revolution Medicines (RVMD) | 19.0 | $251M | 2.6M | 97.25 |
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| Genedx Holdings Corp Com Cl A (WGS) | 14.6 | $193M | 3.0M | 64.22 |
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| Relay Therapeutics (RLAY) | 10.9 | $144M | +10% | 14M | 9.95 |
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| Biolife Solutions Com New (BLFS) | 8.6 | $114M | 6.0M | 19.08 |
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| D Fluidigm Corp Del (LAB) | 6.2 | $82M | 89M | 0.92 |
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| Illumina (ILMN) | 4.9 | $65M | -11% | 530k | 123.26 |
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| Structure Therapeutics Sponsored Ads (GPCR) | 4.3 | $57M | 1.2M | 48.20 |
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| 10x Genomics Cl A Com (TXG) | 3.7 | $48M | +62% | 2.3M | 21.23 |
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| Denali Therapeutics (DNLI) | 2.7 | $35M | 1.8M | 19.20 |
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| Beam Therapeutics (BEAM) | 2.4 | $32M | -15% | 1.4M | 23.83 |
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| Guardant Health (GH) | 2.2 | $29M | -17% | 315k | 92.37 |
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| Neurogene (NGNE) | 2.2 | $29M | +9% | 1.4M | 20.16 |
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| Alnylam Pharmaceuticals (ALNY) | 1.9 | $25M | 75k | 330.87 |
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| Maze Therapeatics (MAZE) | 1.7 | $23M | 759k | 29.85 |
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| Scholar Rock Hldg Corp (SRRK) | 1.3 | $17M | +34% | 350k | 49.16 |
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| Agomab Therapeutics Nv Sponsored Ads | 1.2 | $16M | NEW | 1.6M | 10.49 |
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| Hims & Hers Health Com Cl A (HIMS) | 1.1 | $15M | +81% | 700k | 20.76 |
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| Taysha Gene Therapies Com Shs (TSHA) | 1.1 | $15M | +116% | 3.3M | 4.47 |
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| Qiagen Nv Ord Shares (QGEN) | 1.1 | $14M | NEW | 360k | 40.04 |
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| Tempus Ai Cl A (TEM) | 1.0 | $13M | 294k | 45.22 |
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| Septerna (SEPN) | 1.0 | $13M | 553k | 24.03 |
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| Grail (GRAL) | 0.9 | $12M | NEW | 230k | 51.68 |
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| Prime Medicine (PRME) | 0.8 | $11M | 3.2M | 3.48 |
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| Personalis Ord (PSNL) | 0.8 | $10M | NEW | 1.6M | 6.37 |
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| Quest Diagnostics Incorporated (DGX) | 0.7 | $9.8M | 50k | 195.98 |
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| Veracyte (VCYT) | 0.7 | $8.9M | 276k | 32.21 |
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| Moonlake Immunotherapeutics Class A Ord (MLTX) | 0.6 | $8.4M | NEW | 450k | 18.64 |
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| Intellia Therapeutics (NTLA) | 0.3 | $4.6M | NEW | 355k | 12.82 |
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| Disc Medicine (IRON) | 0.3 | $4.2M | NEW | 65k | 63.94 |
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| Moderna (MRNA) | 0.3 | $3.8M | NEW | 75k | 50.80 |
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| Adlai Nortye Sponsored Ads (ANL) | 0.3 | $3.7M | NEW | 539k | 6.92 |
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| Monte Rosa Therapeutics (GLUE) | 0.2 | $3.1M | +116% | 186k | 16.45 |
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| Absci Corp (ABSI) | 0.2 | $2.9M | 973k | 3.00 |
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| Century Therapeutics (IPSC) | 0.2 | $2.8M | 1.2M | 2.26 |
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| Bridgebio Oncology Therapeut Com New (BBOT) | 0.2 | $2.5M | 282k | 8.95 |
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| Contineum Therapeutics Cl A (CTNM) | 0.1 | $1.9M | 148k | 13.06 |
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| Pacific Biosciences of California (PACB) | 0.1 | $955k | -82% | 724k | 1.32 |
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| Recursion Pharmaceuticals In Cl A (RXRX) | 0.0 | $508k | 165k | 3.07 |
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| Tenaya Therapeutics (TNYA) | 0.0 | $251k | 362k | 0.69 |
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| Ginkgo Bioworks Holdings Cl A New (DNA) | 0.0 | $224k | 37k | 6.13 |
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Past Filings by Casdin Capital
SEC 13F filings are viewable for Casdin Capital going back to 2015
- Casdin Capital 2026 Q1 filed May 15, 2026
- Casdin Capital 2025 Q4 filed Feb. 17, 2026
- Casdin Capital 2025 Q3 filed Nov. 14, 2025
- Casdin Capital 2025 Q2 filed Aug. 14, 2025
- Casdin Capital 2025 Q1 filed May 15, 2025
- Casdin Capital 2024 Q4 filed Feb. 14, 2025
- Casdin Capital 2024 Q3 filed Nov. 14, 2024
- Casdin Capital 2024 Q2 restated filed Oct. 18, 2024
- Casdin Capital 2024 Q2 filed Aug. 14, 2024
- Casdin Capital 2024 Q1 filed May 15, 2024
- Casdin Capital 2023 Q4 filed Feb. 14, 2024
- Casdin Capital 2023 Q3 filed Nov. 14, 2023
- Casdin Capital 2023 Q2 filed Aug. 14, 2023
- Casdin Capital 2023 Q1 filed May 15, 2023
- Casdin Capital 2022 Q4 filed Feb. 14, 2023
- Casdin Capital 2022 Q3 filed Nov. 14, 2022