Casdin Capital portfolio
Concentrated managerInvestment firmPortfolio as of Jun 30, 2026 (Q2 2026) · filed with the SEC on Aug 14, 2026 · data updated on Nov 5, 2026 · Q2 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Casdin Capital reported a $2.0 bn portfolio of 43 positions to the SEC as of the end of Q2 2026. Its largest positions are RVMD, RLAY, WGS. During the quarter it opened Sionna Therapeutics and exited Qiagen and Tempus AI.
Sections with a free account
What changed this quarter
19 positions with a change (4 new, 9 added to, 3 trimmed, 3 sold); also, 2 entered through an IPO. 11 are listed here: those of 0.5 points of the portfolio or more (up to 12).
- Newly listedParabilis MedicinesPBLS0.9% of the portfolio
It started trading this quarter: it appears in a 13F for the first time. The filing does not say whether the manager already held it before the listing, so it is not counted as a purchase.
- GeneDx Holdings+23%more sharesIncreased14.6% → 12.7%
- 10x Genomics−54%fewer sharesReduced3.7% → 2.0%
- BioLife Solutions−22%fewer sharesReduced8.6% → 6.6%
- Relay Therapeutics+11%more sharesIncreased10.9% → 15.0%
- Guardant Health−41%fewer sharesReduced2.2% → 1.4%
- Sionna Therapeutics+0.9 ppof portfolioNew— → 0.9%
- Scholar Rock Holding+90%more sharesIncreased1.3% → 1.8%
- Grail+109%more sharesIncreased0.9% → 1.6%
- Qiagen−0.7 ppof portfolioSold out1.1% → —
- Tempus AI−0.7 ppof portfolioSold out1.0% → —
- Personalis+59%more sharesIncreased0.8% → 1.7%
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- Revolution MedicinesRVMD24.2%
- Relay TherapeuticsRLAY15.0%
- GeneDx HoldingsWGS12.7%
- BioLife SolutionsBLFS6.6%
- IlluminaILMN4.7%
- Standard BiotoolsLAB3.7%
- Structure TherapeuticsGPCR3.2%
- Denali TherapeuticsDNLI2.6%
- NeurogeneNGNE2.4%
- Beam TherapeuticsBEAM2.3%
- 10x GenomicsTXG2.0%
- Scholar Rock HoldingSRRK1.8%
- PersonalisPSNL1.7%
- GrailGRAL1.6%
- Guardant HealthGH1.4%
“Since”: first quarter of the current run, unbroken until today. In the details, prices are the quarter-end prices of the quarters in which it added shares, per the 13F. The manager may have bought at any price within each quarter; the SEC only publishes the value at quarter end.
Portfolio by sector
- ● Health Care 100%
How its portfolio changed (8 quarters)
Q2 2026: 43
Q2 2026: 77%
Q2 2026: 8.5%
Traded turnover: the weight it bought plus the weight it sold in the quarter, divided by two, excluding price moves. The plain “turnover” in the header does include that effect. With a free account: the full history and sectors over time.
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
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Same type of filer and a 13F portfolio value between a third and three times this one. It is not a comparison of what they hold.
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