§ 13F · FUND PROFILE
Casdin Capital, LLC.
AUM · $2.0B (13F)Positions · 43Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$53M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | RVMD | REVOLUTION MEDICINES INC | 2.58M | $483M | 24.2% | ±0% |
| 2 | RLAY | RELAY THERAPEUTICS INC | 16.04M | $300M | 15.0% | +11% |
| 3 | WGS | GENEDX HOLDINGS CORP | 3.71M | $254M | 12.7% | +23% |
| 4 | BLFS | BIOLIFE SOLUTIONS INC | 4.66M | $131M | 6.6% | −22% |
| 5 | ILMN | ILLUMINA INC | 530K | $93M | 4.7% | ±0% |
| 6 | LAB | STANDARD BIOTOOLS INC | 88.78M | $73M | 3.7% | ±0% |
| 7 | GPCR | STRUCTURE THERAPEUTICS INC | 1.18M | $63M | 3.2% | ±0% |
| 8 | DNLI | DENALI THERAPEUTICS INC | 2.04M | $53M | 2.6% | +11% |
| 9 | NGNE | NEUROGENE INC | 1.55M | $49M | 2.4% | +9% |
| 10 | BEAM | BEAM THERAPEUTICS INC | 1.35M | $46M | 2.3% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CASDIN SIGNAL
AC read
Casdin Capital, LLC is a Other fund managing $2.0 billion in assets. The fund runs a portfolio of 43 positions.
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