Casdin Capital Portfolio holdings
Casdin Capital is a hedge fund firm that invests in life sciences and healthcare companies, picking stocks that it sees as underappreciated. Eli Casdin, a former AllianceBernstein analyst and author of The Dawn of Molecular Medicine, started the firm and remains its manager and owner, with sole say over its investment decisions. Its hedge funds hold a concentrated set of high-conviction stocks, both long and short, for long-term gains with little trading. Casdin and people at the firm also co-sponsored three blank-check companies, CM Life Sciences I, II and III, which merged with Sema4 (which became GeneDx), SomaLogic and EQRx.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
GeneDx Holdings
WGS
|
+$39.8M |
| 2 |
Relay Therapeutics
RLAY
|
+$23.5M |
| 3 |
PBLS
Parabilis Medicines Inc
PBLS
|
+$17.8M |
| 4 |
Sionna Therapeutics
SION
|
+$16M |
| 5 |
Scholar Rock
SRRK
|
+$15.2M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
10x Genomics
TXG
|
+$32.1M |
| 2 |
BioLife Solutions
BLFS
|
+$30.4M |
| 3 |
Qiagen
QGEN
|
+$14.4M |
| 4 |
Guardant Health
GH
|
+$14.1M |
| 5 |
Tempus AI
TEM
|
+$13.3M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1
Revolution Medicines
RVMD
$41.8B
| $483M | 24.16% |
2,577,333
| – | – |
2020 Q1
25 quarters
|
|
|
2
Relay Therapeutics
RLAY
$4.41B
| $300M | 15.02% |
16,035,240
+1,616,666
| +11% | +$23.5M |
2020 Q3
23 quarters
|
|
|
3
GeneDx Holdings
WGS
$1.64B
| $254M | 12.74% |
3,707,164
+700,000
| +23% | +$39.8M |
2021 Q3
19 quarters
|
|
|
4
DELISTED
BioLife Solutions
BLFS
| $131M | 6.58% |
4,655,000
-1,302,165
| -22% | -$30.4M |
2018 Q2
32 quarters
|
|
5
Illumina
ILMN
$32.5B
| $93.2M | 4.66% |
530,000
| – | – |
2022 Q3
15 quarters
|
|
6
Standard BioTools
LAB
$263M
| $73M | 3.66% |
88,783,856
| – | – |
2023 Q2
12 quarters
|
|
7
Structure Therapeutics
GPCR
$1.55B
| $63.1M | 3.16% |
1,175,000
| – | – |
2023 Q1
13 quarters
|
|
8
Denali Therapeutics
DNLI
$3.18B
| $52.6M | 2.63% |
2,045,000
+205,000
| +11% | +$4.21M |
2018 Q4
30 quarters
|
|
9
Neurogene
NGNE
$506M
| $48.6M | 2.43% |
1,545,361
+125,000
| +9% | +$3.44M |
2023 Q4
10 quarters
|
|
10
Beam Therapeutics
BEAM
$2.6B
| $46.3M | 2.32% |
1,350,000
| – | – |
2020 Q4
22 quarters
|
|
|
11
10x Genomics
TXG
$8.27B
| $40.3M | 2.02% |
1,050,000
-1,225,000
| -54% | -$32.1M |
2025 Q4
2 quarters
|
|
|
12
Scholar Rock
SRRK
$5.85B
| $36.6M | 1.83% |
665,000
+315,000
| +90% | +$15.2M |
2025 Q4
2 quarters
|
|
13
Personalis
PSNL
$1.72B
| $34.2M | 1.71% |
2,550,000
+950,000
| +59% | +$7.73M |
2026 Q1
1 quarter
|
|
14
GRAIL Inc
GRAL
$5.61B
| $32.8M | 1.64% |
480,000
+250,000
| +109% | +$14.7M |
2026 Q1
1 quarter
|
|
|
15
Guardant Health
GH
$21B
| $27.8M | 1.39% |
185,000
-130,000
| -41% | -$14.1M |
2024 Q2
8 quarters
|
|
16
Maze Therapeutics
MAZE
$1.97B
| $25.2M | 1.26% |
843,857
+85,000
| +11% | +$2.23M |
2025 Q1
5 quarters
|
|
17
Hims & Hers Health
HIMS
$4.46B
| $24.3M | 1.21% |
700,000
| – | – |
2025 Q1
5 quarters
|
|
18
Alnylam Pharmaceuticals
ALNY
$20.3B
| $22.6M | 1.13% |
75,000
| – | – |
2015 Q4
42 quarters
|
|
19
Taysha Gene Therapies
TSHA
$1.39B
| $22.1M | 1.11% |
3,250,000
| – | – |
2025 Q4
2 quarters
|
|
20
AgomAb Therapeutics NV
AGMB
$344M
| $20.1M | 1.01% |
1,550,000
| – | – |
2026 Q1
1 quarter
|
|
21
Septerna Inc
SEPN
$2.44B
| $18.5M | 0.93% |
553,268
| – | – |
2024 Q4
6 quarters
|
|
|
PBLS
22
Parabilis Medicines Inc
PBLS
$3.71B
| $17.7M | 0.88% |
+645,690
| New | +$17.8M |
2026 Q2
0 quarters
|
|
|
23
Sionna Therapeutics
SION
$167M
| $17.6M | 0.88% |
+400,000
| New | +$16M |
2026 Q2
0 quarters
|
|
24
Veracyte
VCYT
$1.94B
| $16.2M | 0.81% |
276,308
| – | – |
2024 Q1
9 quarters
|
|
25
Adlai Nortye Group ADS
ANL
$641M
| $14.4M | 0.72% |
1,250,000
+711,539
| +132% | +$8.66M |
2026 Q1
1 quarter
|
|
Similar funds
Casdin Capital's Q2 2026 Portfolio in Review
As of Q2 2026, Casdin Capital held 46 positions worth $2B, up 51% from $1.32B the previous quarter. Its ten largest holdings account for 77% of the portfolio.
Casdin Capital's Q2 2026 filing shows 6 new, 9 increased, 3 reduced and 3 closed positions. Its largest new stake was Parabilis Medicines Inc: 645,690 shares worth $17.7M. The largest sale was 10x Genomics, an estimated $32.1M.
By sector, the portfolio is most concentrated in Healthcare at 100% of assets, unchanged from a quarter earlier.
- Casdin Capital's largest Q2 2026 buy was Parabilis Medicines Inc: 645,690 shares worth $17.7M.
- Casdin Capital added most to GeneDx Holdings in Q2 2026, an estimated $39.8M increase.
- Casdin Capital's biggest Q2 2026 reduction was 10x Genomics, cutting an estimated $32.1M.
- Casdin Capital fully exited Qiagen in Q2 2026, selling an estimated $14.4M.
- Casdin Capital's ten largest holdings make up 77% of its $2B portfolio in Q2 2026.
- Casdin Capital opened 6 new positions and closed 3 in Q2 2026.
- Casdin Capital's portfolio value rose 51% quarter-over-quarter to $2B.
Based on Casdin Capital's 13F filing for Q2 2026, filed 14 Aug 2026.