Casdin Capital, LLC

CIK 0001534261 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

Casdin Capital, LLC reported 43 positions worth $2.00B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: RVMD (24.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$2.00B
2026 Q2
Positions
43
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
77.4%
Est. Net Flow (Q)
2026 Q2
10 / 43 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1RVMDREVOLUTION MEDICINES INCSH$482.7M24.16%2,577,333
2RLAYRELAY THERAPEUTICS INCSH$300.0M15.02%16,035,240
3WGSGENEDX HOLDINGS CORPSH$254.5M12.74%3,707,164
4BLFSBIOLIFE SOLUTIONS INCSH$131.5M6.58%4,655,000
5ILMNILLUMINA INCSH$93.2M4.66%530,000
6LABSTANDARD BIOTOOLS INCSH$73.0M3.66%88,783,856
7GPCRSTRUCTURE THERAPEUTICS INCSH$63.1M3.16%1,175,000
8DNLIDENALI THERAPEUTICS INCSH$52.6M2.63%2,045,000
9NGNENEUROGENE INCSH$48.6M2.43%1,545,361
10BEAMBEAM THERAPEUTICS INCSH$46.3M2.32%1,350,000

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Casdin Capital, LLC hold as of Q2 2026?

Casdin Capital, LLC reported 43 positions worth $2.00B in its Q2 2026 13F filing. Largest positions: RVMD (24.2%), RLAY (15.0%), WGS (12.7%), BLFS (6.6%) and ILMN (4.7%).

What did Casdin Capital, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Casdin Capital, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.