Investor
Casdin Capital, LLC
CIK 0001534261 · filed 2026-05-15 · SEC filing
13F book
$1.32B
Positions
40
9 new · 7 sold
Largest name
19.0%
Revolution Medicines Inc
Est. mark
−$248.6M
Price effect on 31 names still held. Flow −$40.8M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Revolution Medicines Inc | — | 2.58M | $250.6M | 19.0% | $45.4M | Held |
| GeneDx Holdings Corp. | WGS | 3.01M | $193.1M | 14.6% | −$198M | Held |
| Relay Therapeutics, Inc. | RLAY | 14.4M | $143.5M | 10.9% | $19.4M | Added$33.5M |
| Biolife Solutions Inc | BLFS | 5.96M | $113.7M | 8.6% | −$30.4M | Held |
| Standard Biotools Inc. | LAB | 88.8M | $81.6M | 6.2% | −$32M | Held |
| Illumina, Inc. | ILMN | 530K | $65.3M | 4.9% | −$4.19M | Cut−$13.4M |
| Structure Therapeutics Inc. | GPCR | 1.18M | $56.6M | 4.3% | −$25.1M | Held |
| 10x Genomics, Inc. | TXG | 2.27M | $48.3M | 3.7% | $6.89M | Added$25.5M |
| Denali Therapeutics Inc. | DNLI | 1.84M | $35.3M | 2.7% | $4.95M | Held |
| Beam Therapeutics Inc. | BEAM | 1.35M | $32.2M | 2.4% | −$5.25M | Cut−$12.2M |
| Guardant Health, Inc. | GH | 315K | $29.1M | 2.2% | −$3.08M | Cut−$9.72M |
| Neurogene Inc. | NGNE | 1.42M | $28.6M | 2.2% | −$570K | Added$1.95M |
| Alnylam Pharmaceuticals, Inc. | ALNY | 75K | $24.8M | 1.9% | −$5.01M | Held |
| Maze Therapeutics, Inc. | MAZE | 758.9K | $22.7M | 1.7% | −$8.79M | Held |
| Scholar Rock Hldg Corp | — | 350K | $17.2M | 1.3% | $1.33M | Added$5.75M |
| Agomab Therapeutics Nv | AGMB | 1.55M | $16.3M | 1.2% | — | New |
| Hims & Hers Health, Inc. | HIMS | 700K | $14.5M | 1.1% | −$4.51M | Added$2.03M |
| Taysha Gene Therapies, Inc. | TSHA | 3.25M | $14.5M | 1.1% | −$1.55M | Added$6.28M |
| Qiagen Nv Ord Shares | — | 360K | $14.4M | 1.1% | — | New |
| Tempus AI, Inc. | TEM | 294.1K | $13.3M | 1.0% | −$4.07M | Held |
| Septerna, Inc. | SEPN | 553.3K | $13.3M | 1.0% | −$2.13M | Held |
| GRAIL, Inc. | GRAL | 230K | $11.9M | 0.9% | — | New |
| Prime Medicine, Inc. | PRME | 3.17M | $11M | 0.8% | $31.7K | Held |
| Personalis, Inc. | PSNL | 1.6M | $10.2M | 0.8% | — | New |
| Quest Diagnostics Inc | DGX | 50K | $9.8M | 0.7% | $1.12M | Held |
| Veracyte, Inc. | VCYT | 276.3K | $8.9M | 0.7% | −$2.73M | Held |
| Moonlake Immunotherapeutics | MLTX | 450K | $8.39M | 0.6% | — | New |
| Intellia Therapeutics, Inc. | NTLA | 355K | $4.55M | 0.3% | — | New |
| Disc Medicine, Inc. | IRON | 65K | $4.16M | 0.3% | — | New |
| Moderna, Inc. | MRNA | 75K | $3.81M | 0.3% | — | New |
| Adlai Nortye Ltd. | ANL | 538.5K | $3.73M | 0.3% | — | New |
| Monte Rosa Therapeutics, Inc. | GLUE | 186K | $3.06M | 0.2% | $66.2K | Added$1.71M |
| Absci Corp | ABSI | 973.3K | $2.92M | 0.2% | −$476.9K | Held |
| Century Therapeutics, Inc. | IPSC | 1.23M | $2.78M | 0.2% | $1.55M | Held |
| Bridgebio Oncology Therapeut | — | 282.3K | $2.53M | 0.2% | −$1.01M | Held |
| Contineum Therapeutics, Inc. | CTNM | 148.3K | $1.94M | 0.1% | $241.8K | Held |
| Pacific Biosciences Calif In | — | 723.8K | $955.4K | 0.1% | −$398.1K | Cut−$6.94M |
| Recursion Pharmaceuticals In | — | 165.3K | $507.5K | 0.0% | −$168.6K | Held |
| Tenaya Therapeutics, Inc. | TNYA | 362K | $250.6K | 0.0% | −$6.91K | Held |
| Ginkgo Bioworks Holdings Inc | — | 36.5K | $223.7K | 0.0% | −$79.6K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.