Casdin Capital’s Guardant Health GH Stock Holding History

Casdin Capital’s Portfolio GH Stock Details GH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$29.1M	Sell	315,000 -65,000	-17%	-$6.53M	2.2%	11
2025 Q4	$38.8M	Buy	380,000 +280,000	+280%	+$25M	2.41%	10
2025 Q3	$6.25M	Hold	100,000	–	–	0.52%	22
2025 Q2	$5.2M	Sell	100,000 -150,000	-60%	-$6.7M	0.47%	22
2025 Q1	$10.7M	Sell	250,000 -100,000	-29%	-$4.31M	0.87%	20
2024 Q4	$10.7M	Hold	350,000	–	–	0.71%	21
2024 Q3	$8.03M	Buy	350,000 +250,000	+250%	+$7.08M	0.54%	25
2024 Q2	$2.89M	Buy	+100,000	New	+$2.33M	0.22%	30
2022 Q3	–	Sell	-272,500	Closed	-$11M	–	40
2022 Q2	$11M	Sell	272,500 -147,500	-35%	-$7.31M	0.93%	23
2022 Q1	$27.8M	Sell	420,000 -370,000	-47%	-$25.3M	1.25%	26
2021 Q4	$79M	Buy	+790,000	New	+$81.7M	2.23%	15

Other funds holding GH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Casdin Capital's GH Position: Q1 2026 in Review

Casdin Capital reduced its Guardant Health (GH) stake by 17% in Q1 2026, selling an estimated $6.53M and leaving 315,000 shares worth $29.1M. The position accounts for 2.2% of the portfolio, ranked #11.

Casdin Capital first reported a position in GH in Q4 2021 and has held it in 11 quarters since. The position peaked at $79M in Q4 2021. 482 funds tracked by Wall St. Rank hold GH as of Q1 2026.

Casdin Capital held 315,000 shares of Guardant Health worth $29.1M as of Q1 2026.
Casdin Capital sold 65,000 Guardant Health shares in Q1 2026, an estimated $6.53M.
Guardant Health made up 2.2% of Casdin Capital's portfolio in Q1 2026, its #11 holding.
Casdin Capital first reported a position in Guardant Health in Q4 2021 and has held it in 11 quarters since.
Casdin Capital's Guardant Health position peaked at $79M in Q4 2021.
482 funds tracked by Wall St. Rank held Guardant Health as of Q1 2026.

Based on Casdin Capital's 13F filing for Q1 2026, filed 15 May 2026.