Casdin Capital as of March 31, 2026
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 | |
| Genedx Holdings Corp Com Cl A (WGS) | 14.6 | $193M | 3.0M | 64.22 | |
| Relay Therapeutics (RLAY) | 10.9 | $144M | 14M | 9.95 | |
| Biolife Solutions Com New (BLFS) | 8.6 | $114M | 6.0M | 19.08 | |
| D Fluidigm Corp Del (LAB) | 6.2 | $82M | 89M | 0.92 | |
| Illumina (ILMN) | 4.9 | $65M | 530k | 123.26 | |
| Structure Therapeutics Sponsored Ads (GPCR) | 4.3 | $57M | 1.2M | 48.20 | |
| 10x Genomics Cl A Com (TXG) | 3.7 | $48M | 2.3M | 21.23 | |
| Denali Therapeutics (DNLI) | 2.7 | $35M | 1.8M | 19.20 | |
| Beam Therapeutics (BEAM) | 2.4 | $32M | 1.4M | 23.83 | |
| Guardant Health (GH) | 2.2 | $29M | 315k | 92.37 | |
| Neurogene (NGNE) | 2.2 | $29M | 1.4M | 20.16 | |
| Alnylam Pharmaceuticals (ALNY) | 1.9 | $25M | 75k | 330.87 | |
| Maze Therapeatics (MAZE) | 1.7 | $23M | 759k | 29.85 | |
| Scholar Rock Hldg Corp (SRRK) | 1.3 | $17M | 350k | 49.16 | |
| Agomab Therapeutics Nv Sponsored Ads | 1.2 | $16M | 1.6M | 10.49 | |
| Hims & Hers Health Com Cl A (HIMS) | 1.1 | $15M | 700k | 20.76 | |
| Taysha Gene Therapies Com Shs (TSHA) | 1.1 | $15M | 3.3M | 4.47 | |
| Qiagen Nv Ord Shares (QGEN) | 1.1 | $14M | 360k | 40.04 | |
| Tempus Ai Cl A (TEM) | 1.0 | $13M | 294k | 45.22 | |
| Septerna (SEPN) | 1.0 | $13M | 553k | 24.03 | |
| Grail (GRAL) | 0.9 | $12M | 230k | 51.68 | |
| Prime Medicine (PRME) | 0.8 | $11M | 3.2M | 3.48 | |
| Personalis Ord (PSNL) | 0.8 | $10M | 1.6M | 6.37 | |
| Quest Diagnostics Incorporated (DGX) | 0.7 | $9.8M | 50k | 195.98 | |
| Veracyte (VCYT) | 0.7 | $8.9M | 276k | 32.21 | |
| Moonlake Immunotherapeutics Class A Ord (MLTX) | 0.6 | $8.4M | 450k | 18.64 | |
| Intellia Therapeutics (NTLA) | 0.3 | $4.6M | 355k | 12.82 | |
| Disc Medicine (IRON) | 0.3 | $4.2M | 65k | 63.94 | |
| Moderna (MRNA) | 0.3 | $3.8M | 75k | 50.80 | |
| Adlai Nortye Sponsored Ads (ANL) | 0.3 | $3.7M | 539k | 6.92 | |
| Monte Rosa Therapeutics (GLUE) | 0.2 | $3.1M | 186k | 16.45 | |
| Absci Corp (ABSI) | 0.2 | $2.9M | 973k | 3.00 | |
| Century Therapeutics (IPSC) | 0.2 | $2.8M | 1.2M | 2.26 | |
| Bridgebio Oncology Therapeut Com New (BBOT) | 0.2 | $2.5M | 282k | 8.95 | |
| Contineum Therapeutics Cl A (CTNM) | 0.1 | $1.9M | 148k | 13.06 | |
| Pacific Biosciences of California (PACB) | 0.1 | $955k | 724k | 1.32 | |
| Recursion Pharmaceuticals In Cl A (RXRX) | 0.0 | $508k | 165k | 3.07 | |
| Tenaya Therapeutics (TNYA) | 0.0 | $251k | 362k | 0.69 | |
| Ginkgo Bioworks Holdings Cl A New (DNA) | 0.0 | $224k | 37k | 6.13 |
