StockDriftsStockDriftsTop 41 Casdin Capital LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RVMD | REVOLUTION MEDICINES INC | 24.16% | 2.58M | $482.7M | +0.00%(+0) | $28.17(+662.08%) | 2026-06-30 | |
| RLAY | RELAY THERAPEUTICS INC | 15.02% | 16.04M | $300.0M | +11.21%(+1.62M) | $14.70(+35.13%) | 2026-06-30 | |
| WGS | GENEDX HOLDINGS CORP | 12.74% | 3.71M | $254.5M | +23.28%(+700.00K) | $38.13(+104.77%) | 2026-06-30 | |
| BLFS | BIOLIFE SOLUTIONS INC | 6.58% | 4.66M | $131.5M | -21.86%(-1.30M) | $19.12(+83.45%) | 2026-06-30 | |
| ILMN | ILLUMINA INC | 4.66% | 530.0K | $93.2M | +0.00%(+0) | $120.97(+57.80%) | 2026-06-30 | |
| LAB | STANDARD BIOTOOLS INC | 3.66% | 88.78M | $73.0M | +0.00%(+0) | $2.17(-67.22%) | 2026-06-30 | |
| GPCR | STRUCTURE THERAPEUTICS INC | 3.16% | 1.18M | $63.1M | +0.00%(+0) | $25.83(+110.14%) | 2026-06-30 | |
| DNLI | DENALI THERAPEUTICS INC | 2.63% | 2.04M | $52.6M | +11.14%(+205.00K) | $22.36(+9.11%) | 2026-06-30 | |
| NGNE | NEUROGENE INC | 2.43% | 1.55M | $48.6M | +8.80%(+125.00K) | $25.84(+39.88%) | 2026-06-30 | |
| BEAM | BEAM THERAPEUTICS INC | 2.32% | 1.35M | $46.3M | +0.00%(+0) | $37.60(-28.86%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.70% | +58.92% | -12.00% | -47.24% |
| Top 20 Holdings Unweighted | +8.97% | +29.39% | -16.46% | -59.32% |
Casdin Capital LLC reports $2.00B in US-listed equity holdings across 43 positions in its most recent 13F filing. Its largest disclosed positions are RVMD (24.2%), RLAY (15.0%) and WGS (12.7%). The top 20 holdings account for 91.67% of reported assets. Its disclosed equity book has returned +58.92% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Casdin Capital LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1534261). View Casdin Capital LLC’s 13F filings on SEC