Casdin Capital, LLC
CIK 1534261 · Holdings on Jun 30, 2026 · First reported Aug 14, 2026
Top ten holdings
Q2 2026- RVMD24.16%
- RLAY15.02%
- WGS12.74%
- BLFS6.58%
- ILMN4.66%
- LAB3.66%
- GPCR3.16%
- DNLI2.63%
- NGNE2.43%
- BEAM2.32%
Share classes counted separately77.36%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- RVMDWeight increased · +5.18 pp18.98% → 24.16%Shares 0 (0.00%)
- RLAYWeight increased · +4.16 pp10.86% → 15.02%Shares +1.62M (+11.21%)
- LABWeight decreased · -2.52 pp6.18% → 3.66%Shares 0 (0.00%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | RVMDREVOLUTION MEDICINES INC View history and evidence | $482.68M | 24.16% | 2.58M shares | 18.98% → 24.16%+5.18 pp 0 (0.00%) | Unchanged | ↗▾ |
| 02 | RLAYRELAY THERAPEUTICS INC View history and evidence | $300.02M | 15.02% | 16.04M shares | 10.86% → 15.02%+4.16 pp +1.62M (+11.21%) | Added | ↗▾ |
| 03 | WGSGENEDX HOLDINGS CORPCOM CL A View history and evidence | $254.50M | 12.74% | 3.71M shares | 14.62% → 12.74%-1.88 pp +700.00K (+23.28%) | Added | ↗▾ |
| 04 | BLFSBIOLIFE SOLUTIONS INCCOM NEW View history and evidence | $131.46M | 6.58% | 4.66M shares | 8.61% → 6.58%-2.03 pp -1.30M (-21.86%) | Reduced | ↗▾ |
| 05 | ILMNILLUMINA INC View history and evidence | $93.19M | 4.66% | 530.00K shares | 4.95% → 4.66%-0.29 pp 0 (0.00%) | Unchanged | ↗▾ |
| 06 | LABSTANDARD BIOTOOLS INC View history and evidence | $73.04M | 3.66% | 88.78M shares | 6.18% → 3.66%-2.52 pp 0 (0.00%) | Unchanged | ↗▾ |
| 07 | GPCRSTRUCTURE THERAPEUTICS INCSPONSORED ADS View history and evidence | $63.06M | 3.16% | 1.18M shares | 4.29% → 3.16%-1.13 pp 0 (0.00%) | Unchanged | ↗▾ |
| 08 | DNLIDENALI THERAPEUTICS INC View history and evidence | $52.60M | 2.63% | 2.04M shares | 2.68% → 2.63%-0.05 pp +205.00K (+11.14%) | Added | ↗▾ |
| 09 | NGNENEUROGENE INC View history and evidence | $48.60M | 2.43% | 1.55M shares | 2.17% → 2.43%+0.26 pp +125.00K (+8.80%) | Added | ↗▾ |
| 10 | BEAMBEAM THERAPEUTICS INC View history and evidence | $46.33M | 2.32% | 1.35M shares | 2.44% → 2.32%-0.12 pp 0 (0.00%) | Unchanged | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| QGEN QIAGEN N.V. | Non-derivative | -360,000 | -$14.41M | SEC filing ↗ | SEC filing ↗ |
| TEM TEMPUS AI INC-CL A | Non-derivative | -294,127 | -$13.30M | SEC filing ↗ | SEC filing ↗ |
| MLTX MOONLAKE IMMUNOTHERAPEUTICS | Non-derivative | -450,000 | -$8.39M | SEC filing ↗ | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1534261 · Period Jun 30, 2026
Data loaded Sep 23, 2026 · First reported Aug 14, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1997798996
}Research all 43 reported holdings.
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