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Casdin Capital Portfolio holdings

AUM $2B
1-Year Est. Return 147.21%
This Fund
S&P 500
This Quarter Est. Return
+55.67%
1 Year Est. Return
+147.21%
3 Year Est. Return
+369.71%
5 Year Est. Return
+164.99%
10 Year Est. Return
+6,568.53%
AUM
$2B
AUM Growth
+$677M
Cap. Flow
+$55.8M
Cap. Flow %
2.79%
Top 10 Hldgs %
77.36%
Holding
46
New
6
Increased
9
Reduced
3
Closed
3

Top Buys

Rank Stock Value
1
WGS icon
GeneDx Holdings
WGS
+$39.8M
2
RLAY icon
Relay Therapeutics
RLAY
+$23.5M
3
PBLS
Parabilis Medicines Inc
PBLS
+$17.8M
4
SION
Sionna Therapeutics
SION
+$16M
5
SRRK icon
Scholar Rock
SRRK
+$15.2M

Top Sells

Rank Stock Value
1
TXG icon
10x Genomics
TXG
+$32.1M
2
BLFS icon
BioLife Solutions
BLFS
+$30.4M
3
QGEN icon
Qiagen
QGEN
+$14.4M
4
GH icon
Guardant Health
GH
+$14.1M
5
TEM
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
RVMD icon
1
Revolution Medicines
RVMD
$43.9B
$483M 24.16%
2,577,333
– –
RLAY icon
2
Relay Therapeutics
RLAY
$3.83B
$300M 15.02%
16,035,240
+1,616,666
+11% +$23.5M
WGS icon
3
GeneDx Holdings
WGS
$2.64B
$254M 12.74%
3,707,164
+700,000
+23% +$39.8M
BLFS icon
4
BioLife Solutions
BLFS
$1.88B
$131M 6.58%
4,655,000
-1,302,165
-22% -$30.4M
ILMN icon
5
Illumina
ILMN
$40.8B
$93.2M 4.66%
530,000
– –
LAB icon
6
Standard BioTools
LAB
$290M
$73M 3.66%
88,783,856
– –
GPCR icon
7
Structure Therapeutics
GPCR
$2.56B
$63.1M 3.16%
1,175,000
– –
DNLI icon
8
Denali Therapeutics
DNLI
$3.26B
$52.6M 2.63%
2,045,000
+205,000
+11% +$4.21M
NGNE icon
9
Neurogene
NGNE
$567M
$48.6M 2.43%
1,545,361
+125,000
+9% +$3.44M
BEAM icon
10
Beam Therapeutics
BEAM
$2.51B
$46.3M 2.32%
1,350,000
– –
TXG icon
11
10x Genomics
TXG
$11.2B
$40.3M 2.02%
1,050,000
-1,225,000
-54% -$32.1M
SRRK icon
12
Scholar Rock
SRRK
$5.92B
$36.6M 1.83%
665,000
+315,000
+90% +$15.2M
PSNL icon
13
Personalis
PSNL
$1.76B
$34.2M 1.71%
2,550,000
+950,000
+59% +$7.73M
GRAL
14
GRAIL Inc
GRAL
$5.67B
$32.8M 1.64%
480,000
+250,000
+109% +$14.7M
GH icon
15
Guardant Health
GH
$23.8B
$27.8M 1.39%
185,000
-130,000
-41% -$14.1M
MAZE
16
Maze Therapeutics
MAZE
$1.45B
$25.2M 1.26%
843,857
+85,000
+11% +$2.23M
HIMS icon
17
Hims & Hers Health
HIMS
$6.86B
$24.3M 1.21%
700,000
– –
ALNY icon
18
Alnylam Pharmaceuticals
ALNY
$34.2B
$22.6M 1.13%
75,000
– –
TSHA icon
19
Taysha Gene Therapies
TSHA
$1.52B
$22.1M 1.11%
3,250,000
– –
AGMB
20
AgomAb Therapeutics NV
AGMB
$518M
$20.1M 1.01%
1,550,000
– –
SEPN
21
Septerna Inc
SEPN
$1.76B
$18.5M 0.93%
553,268
– –
PBLS
22
Parabilis Medicines Inc
PBLS
$3.85B
$17.7M 0.88%
+645,690
New +$17.8M
SION
23
Sionna Therapeutics
SION
$236M
$17.6M 0.88%
+400,000
New +$16M
VCYT icon
24
Veracyte
VCYT
$3.65B
$16.2M 0.81%
276,308
– –
ANL
25
Adlai Nortye Group ADS
ANL
$1B
$14.4M 0.72%
1,250,000
+711,539
+132% +$8.66M
1
2

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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.