Casdin Capital, LLC
Net buyer this quarter
$2B
43
+$55.5M
77.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 RVMD | $483M | 24.16% | 1.20% | Not reported | Q1 2020 |
 RLAY | $300M | 15.02% | 7.34% | +11.2% | Q3 2020 |
 WGS | $254M | 12.74% | 12.44% | +23.3% | Q3 2021 |
 BLFS | $131M | 6.58% | 9.52% | -21.9% | Q2 2018 |
 ILMN | $93.2M | 4.66% | 0.35% | Not reported | Q4 2015 |
 LAB | $73M | 3.66% | 22.64% | Not reported | Q2 2023 |
 GPCR | $63.1M | 3.16% | 0.55% | Not reported | Q1 2023 |
 DNLI | $52.6M | 2.63% | 1.28% | +11.1% | Q4 2018 |
 NGNE | $48.6M | 2.43% | 9.76% | +8.8% | Q4 2023 |
 BEAM | $46.3M | 2.32% | 1.31% | Not reported | Q4 2020 |
 TXG | $40.3M | 2.02% | 0.82% | -53.9% | Q4 2025 |
 SRRK | $36.6M | 1.83% | 0.55% | +90.0% | Q4 2025 |
 PSNL | $34.2M | 1.71% | 2.40% | +59.4% | Q1 2026 |
 GRAL | $32.8M | 1.64% | 1.07% | +108.7% | Q2 2024 |
 GH | $27.8M | 1.39% | 0.14% | -41.3% | Q4 2021 |
 MAZE | $25.2M | 1.26% | 1.52% | +11.2% | Q1 2025 |
 HIMS | $24.3M | 1.21% | Not reported | Not reported | Q1 2025 |
 ALNY | $22.6M | 1.13% | 0.06% | Not reported | Q4 2015 |
 TSHA | $22.1M | 1.11% | 1.00% | Not reported | Q3 2020 |
 AGMB | $20.1M | 1.01% | 4.54% | Not reported | Q1 2026 |
 SEPN | $18.5M | 0.93% | 1.21% | Not reported | Q4 2024 |
 PBLS | $17.7M | 0.88% | 0.53% | New | Q2 2026 |
 SION | $17.6M | 0.88% | 0.89% | New | Q2 2026 |
 VCYT | $16.2M | 0.81% | 0.34% | Not reported | Q1 2024 |
 ANL | $14.4M | 0.72% | Not reported | +132.1% | Q1 2026 |
 PRME | $11.7M | 0.58% | 1.75% | Not reported | Q4 2022 |
 ABSI | $11.3M | 0.56% | 0.62% | Not reported | Q3 2021 |
 DGX | $10.6M | 0.53% | 0.05% | Not reported | Q4 2025 |
 SRPT | $8.45M | 0.42% | 0.45% | Not reported | Q3 2018 |
 QURE | $6.91M | 0.35% | 0.22% | New | Q2 2026 |
 NTLA | $6.01M | 0.30% | 0.25% | Not reported | Q3 2022 |
 MRNA | $5.25M | 0.26% | 0.02% | Not reported | Q3 2022 |
 IRON | $4.75M | 0.24% | 0.17% | Not reported | Q1 2026 |
 GLUE | $4.5M | 0.23% | 0.22% | Not reported | Q2 2021 |
 IPSC | $3.01M | 0.15% | 0.68% | Not reported | Q2 2021 |
 CTNM | $2.43M | 0.12% | 0.64% | Not reported | Q2 2024 |
 BBOT | $2.15M | 0.11% | 0.35% | Not reported | Q3 2025 |
 EDIT | $1.44M | 0.07% | 0.45% | Not reported | Q1 2016 |
 PACB | $1.22M | 0.06% | 0.23% | Not reported | Q1 2017 |
 KARD | $1.19M | 0.06% | 0.05% | New | Q2 2026 |
 RXRX | $607K | 0.03% | 0.03% | Not reported | Q2 2021 |
 DNA | $362K | 0.02% | 0.06% | Not reported | Q3 2021 |
 TNYA | $268K | 0.01% | 0.16% | Not reported | Q3 2021 |
| Q1 2026 | |||||
| RVMD | $251M | 18.98% | 1.29% | Not reported | Q1 2020 |
| WGS | $193M | 14.62% | 10.14% | Not reported | Q3 2021 |
| RLAY | $143M | 10.86% | 7.62% | +10.9% | Q3 2020 |
| BLFS | $114M | 8.61% | 12.20% | Not reported | Q2 2018 |
| LAB | $81.6M | 6.18% | 22.76% | Not reported | Q2 2023 |
| ILMN | $65.3M | 4.95% | 0.35% | -11.7% | Q4 2015 |
| GPCR | $56.6M | 4.29% | 0.55% | Not reported | Q1 2023 |
| TXG | $48.3M | 3.66% | 1.78% | +62.5% | Q4 2025 |
| DNLI | $35.3M | 2.68% | 1.16% | Not reported | Q4 2018 |
| BEAM | $32.2M | 2.44% | 1.31% | -15.6% | Q4 2020 |
| GH | $29.1M | 2.20% | 0.24% | -17.1% | Q4 2021 |
| NGNE | $28.6M | 2.17% | 9.10% | +9.7% | Q4 2023 |
| ALNY | $24.8M | 1.88% | 0.06% | Not reported | Q4 2015 |
| MAZE | $22.7M | 1.72% | 1.53% | Not reported | Q1 2025 |
| SRRK | $17.2M | 1.30% | 0.29% | +34.6% | Q4 2025 |
| AGMB | $16.3M | 1.23% | 4.54% | New | Q1 2026 |
| HIMS | $14.5M | 1.10% | Not reported | +81.8% | Q1 2025 |
| TSHA | $14.5M | 1.10% | 1.13% | +116.7% | Q3 2020 |
 QGEN | $14.4M | 1.09% | 0.17% | New | Q1 2026 |
 TEM | $13.3M | 1.01% | Not reported | Not reported | Q3 2025 |
| SEPN | $13.3M | 1.01% | 1.23% | Not reported | Q4 2024 |
| GRAL | $11.9M | 0.90% | 0.56% | Not reported | Q2 2024 |
| PRME | $11M | 0.83% | 1.75% | Not reported | Q4 2022 |
| PSNL | $10.2M | 0.77% | 1.53% | New | Q1 2026 |
| DGX | $9.8M | 0.74% | 0.05% | Not reported | Q4 2025 |
| VCYT | $8.9M | 0.67% | 0.35% | Not reported | Q1 2024 |
 MLTX | $8.39M | 0.64% | 0.85% | New | Q1 2026 |
| NTLA | $4.55M | 0.34% | 0.29% | Not reported | Q3 2022 |
| IRON | $4.16M | 0.31% | 0.17% | New | Q1 2026 |
| MRNA | $3.81M | 0.29% | 0.02% | Not reported | Q3 2022 |
| ANL | $3.73M | 0.28% | Not reported | New | Q1 2026 |
| GLUE | $3.06M | 0.23% | 0.22% | +116.3% | Q2 2021 |
| ABSI | $2.92M | 0.22% | 0.64% | Not reported | Q3 2021 |
| IPSC | $2.78M | 0.21% | 0.68% | Not reported | Q2 2021 |
| BBOT | $2.53M | 0.19% | 0.35% | Not reported | Q3 2025 |
| CTNM | $1.94M | 0.15% | 0.64% | Not reported | Q2 2024 |
| PACB | $955K | 0.07% | 0.23% | -82.9% | Q1 2017 |
| RXRX | $508K | 0.04% | 0.03% | Not reported | Q2 2021 |
| TNYA | $251K | 0.02% | 0.17% | Not reported | Q3 2021 |
| DNA | $224K | 0.02% | 0.06% | Not reported | Q3 2021 |
| Q4 2025 | |||||
| WGS | $391M | 24.29% | 10.28% | Not reported | Q3 2021 |
| RVMD | $205M | 12.75% | 1.31% | -2.6% | Q1 2020 |
| BLFS | $144M | 8.95% | 12.36% | -11.2% | Q2 2018 |
| LAB | $114M | 7.06% | 22.98% | +14.5% | Q2 2023 |
| RLAY | $110M | 6.83% | 7.48% | +14.7% | Q3 2020 |
| GPCR | $81.7M | 5.08% | 0.55% | -24.4% | Q1 2023 |
| ILMN | $78.7M | 4.89% | 0.39% | +14.3% | Q4 2015 |
| RNAM | $72.1M | 4.48% | 0.66% | -43.8% | Q4 2022 |
| BEAM | $44.4M | 2.75% | 1.57% | Not reported | Q4 2020 |
| GH | $38.8M | 2.41% | 0.29% | +280.0% | Q4 2021 |
| MAZE | $31.4M | 1.95% | 1.54% | Not reported | Q1 2025 |
| DNLI | $30.4M | 1.89% | 1.18% | +106.7% | Q4 2018 |
| ALNY | $29.8M | 1.85% | 0.06% | +36.4% | Q4 2015 |
| NGNE | $26.7M | 1.66% | 8.36% | Not reported | Q4 2023 |
| TXG | $22.8M | 1.42% | 1.10% | New | Q4 2025 |
 SPRY | $18.6M | 1.16% | 1.61% | Not reported | Q3 2025 |
| TEM | $17.4M | 1.08% | Not reported | Not reported | Q3 2025 |
 UNH | $16.5M | 1.03% | 0.01% | +100.0% | Q3 2025 |
| SEPN | $15.4M | 0.96% | 1.23% | Not reported | Q4 2024 |
| HIMS | $12.5M | 0.78% | Not reported | +67.4% | Q1 2025 |
| VCYT | $11.6M | 0.72% | 0.35% | Not reported | Q1 2024 |
 DXCM | $11.6M | 0.72% | 0.05% | Not reported | Q4 2015 |
| SRRK | $11.5M | 0.71% | 0.24% | New | Q4 2025 |
 CI | $11M | 0.68% | 0.02% | New | Q4 2025 |
| PRME | $11M | 0.68% | 1.75% | Not reported | Q4 2022 |
 INCY | $9.88M | 0.61% | 0.05% | Not reported | Q4 2022 |
| DGX | $8.68M | 0.54% | 0.04% | New | Q4 2025 |
| TSHA | $8.25M | 0.51% | 0.53% | Not reported | Q3 2020 |
| PACB | $7.9M | 0.49% | 1.40% | +483.6% | Q1 2017 |
 LEGN | $4.67M | 0.29% | 0.06% | Not reported | Q2 2020 |
| BBOT | $3.53M | 0.22% | 0.35% | Not reported | Q3 2025 |
| ABSI | $3.4M | 0.21% | 0.65% | Not reported | Q3 2021 |
| CTNM | $1.7M | 0.11% | 0.64% | Not reported | Q2 2024 |
| GLUE | $1.35M | 0.08% | 0.13% | Not reported | Q2 2021 |
| IPSC | $1.22M | 0.08% | 1.40% | Not reported | Q2 2021 |
| RXRX | $676K | 0.04% | 0.03% | Not reported | Q2 2021 |
| DNA | $303K | 0.02% | 0.06% | Not reported | Q3 2021 |
| TNYA | $258K | 0.02% | 0.17% | Not reported | Q3 2021 |
| Q3 2025 | |||||
| WGS | $324M | 27.01% | 10.41% | -14.3% | Q3 2021 |
| BLFS | $171M | 14.27% | 13.98% | -13.0% | Q2 2018 |
| RVMD | $124M | 10.31% | 1.40% | -8.3% | Q1 2020 |
| LAB | $101M | 8.41% | 20.22% | +2.0% | Q2 2023 |
| RNAM | $77.6M | 6.47% | 1.21% | +0.3% | Q4 2022 |
| RLAY | $59.2M | 4.94% | 6.57% | -0.5% | Q3 2020 |
| ILMN | $49.9M | 4.16% | 0.34% | -18.6% | Q4 2015 |
| GPCR | $43.5M | 3.63% | 0.85% | +26.9% | Q1 2023 |
| BEAM | $38.8M | 3.24% | 1.58% | +10.3% | Q4 2020 |
| ALNY | $25.1M | 2.09% | 0.04% | -32.5% | Q4 2015 |
| TEM | $23.7M | 1.98% | Not reported | New | Q3 2025 |
| NGNE | $22.4M | 1.87% | 8.77% | Not reported | Q4 2023 |
| MAZE | $19.7M | 1.64% | 1.58% | Not reported | Q1 2025 |
| PRME | $17.5M | 1.46% | 1.76% | +102.1% | Q4 2022 |
| SPRY | $16.1M | 1.34% | 1.62% | New | Q3 2025 |
| HIMS | $13M | 1.09% | Not reported | Not reported | Q1 2025 |
| DNLI | $12.9M | 1.08% | 0.61% | Not reported | Q4 2018 |
| SEPN | $10.4M | 0.87% | 1.24% | Not reported | Q4 2024 |
| VCYT | $9.49M | 0.79% | 0.35% | Not reported | Q1 2024 |
| UNH | $8.63M | 0.72% | 0.00% | New | Q3 2025 |
| INCY | $8.48M | 0.71% | 0.05% | Not reported | Q4 2022 |
| GH | $6.25M | 0.52% | 0.08% | Not reported | Q4 2021 |
 EXK | $4.92M | 0.41% | 0.03% | Not reported | Q1 2016 |
| BBOT | $3.27M | 0.27% | 0.36% | New | Q3 2025 |
| ABSI | $2.96M | 0.25% | 0.65% | Not reported | Q3 2021 |
| CTNM | $1.74M | 0.15% | 0.53% | Not reported | Q2 2024 |
| PACB | $926K | 0.08% | 0.24% | Not reported | Q1 2017 |
| RXRX | $807K | 0.07% | 0.03% | Not reported | Q2 2021 |
| GLUE | $637K | 0.05% | 0.14% | Not reported | Q2 2021 |
| IPSC | $612K | 0.05% | 1.42% | Not reported | Q2 2021 |
| TNYA | $586K | 0.05% | 0.22% | Not reported | Q3 2021 |
| DNA | $532K | 0.04% | 0.06% | Not reported | Q3 2021 |