Casdin Capital as of June 30, 2026
Portfolio Holdings for Casdin Capital
Casdin Capital holds 43 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Revolution Medicines (RVMD) | 24.2 | $483M | 2.6M | 187.28 | |
| Relay Therapeutics (RLAY) | 15.0 | $300M | 16M | 18.71 | |
| Genedx Holdings Corp Com Cl A (WGS) | 12.7 | $255M | 3.7M | 68.65 | |
| Biolife Solutions Com New (BLFS) | 6.6 | $132M | 4.7M | 28.24 | |
| Illumina (ILMN) | 4.7 | $93M | 530k | 175.83 | |
| D Fluidigm Corp Del (LAB) | 3.7 | $73M | 89M | 0.82 | |
| Structure Therapeutics Sponsored Ads (GPCR) | 3.2 | $63M | 1.2M | 53.67 | |
| Denali Therapeutics (DNLI) | 2.6 | $53M | 2.0M | 25.72 | |
| Neurogene (NGNE) | 2.4 | $49M | 1.5M | 31.45 | |
| Beam Therapeutics (BEAM) | 2.3 | $46M | 1.4M | 34.32 | |
| 10x Genomics Cl A Com (TXG) | 2.0 | $40M | 1.1M | 38.34 | |
| Scholar Rock Hldg Corp (SRRK) | 1.8 | $37M | 665k | 55.00 | |
| Personalis Ord (PSNL) | 1.7 | $34M | 2.6M | 13.40 | |
| Grail (GRAL) | 1.6 | $33M | 480k | 68.27 | |
| Guardant Health (GH) | 1.4 | $28M | 185k | 150.03 | |
| Maze Therapeatics (MAZE) | 1.3 | $25M | 844k | 29.84 | |
| Hims & Hers Health Com Cl A (HIMS) | 1.2 | $24M | 700k | 34.67 | |
| Alnylam Pharmaceuticals (ALNY) | 1.1 | $23M | 75k | 301.03 | |
| Taysha Gene Therapies Com Shs (TSHA) | 1.1 | $22M | 3.3M | 6.81 | |
| Agomab Therapeutics Nv Sponsored Ads (AGMB) | 1.0 | $20M | 1.6M | 12.98 | |
| Septerna (SEPN) | 0.9 | $19M | 553k | 33.49 | |
| Parabilis Medicines | 0.9 | $18M | 646k | 27.37 | |
| Sionna Therapeutics (SION) | 0.9 | $18M | 400k | 43.99 | |
| Veracyte (VCYT) | 0.8 | $16M | 276k | 58.73 | |
| Adlai Nortye Sponsored Ads (ANL) | 0.7 | $14M | 1.3M | 11.50 | |
| Prime Medicine (PRME) | 0.6 | $12M | 3.2M | 3.69 | |
| Absci Corp (ABSI) | 0.6 | $11M | 973k | 11.59 | |
| Quest Diagnostics Incorporated (DGX) | 0.5 | $11M | 50k | 211.95 | |
| Sarepta Therapeutics (SRPT) | 0.4 | $8.4M | 470k | 17.97 | |
| Uniqure Nv SHS (QURE) | 0.3 | $6.9M | 150k | 46.06 | |
| Intellia Therapeutics (NTLA) | 0.3 | $6.0M | 355k | 16.92 | |
| Moderna (MRNA) | 0.3 | $5.3M | 75k | 70.03 | |
| Disc Medicine (IRON) | 0.2 | $4.8M | 65k | 73.14 | |
| Monte Rosa Therapeutics (GLUE) | 0.2 | $4.5M | 186k | 24.20 | |
| Century Therapeutics (IPSC) | 0.2 | $3.0M | 1.2M | 2.45 | |
| Contineum Therapeutics Cl A (CTNM) | 0.1 | $2.4M | 148k | 16.39 | |
| Bridgebio Oncology Therapeut Com New (BBOT) | 0.1 | $2.2M | 282k | 7.62 | |
| Editas Medicine (EDIT) | 0.1 | $1.4M | 445k | 3.24 | |
| Pacific Biosciences of California (PACB) | 0.1 | $1.2M | 724k | 1.68 | |
| Kardigan Ord | 0.1 | $1.2M | 50k | 23.85 | |
| Recursion Pharmaceuticals In Cl A (RXRX) | 0.0 | $607k | 165k | 3.67 | |
| Ginkgo Bioworks Holdings Cl A New (DNA) | 0.0 | $362k | 37k | 9.91 | |
| Tenaya Therapeutics (TNYA) | 0.0 | $268k | 362k | 0.74 |
