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Casdin Capital LLC

Portfolio Manager
Casdin Capital LLC
Performance
-18.05% (2026 Q1)
AUM (13F)
$1.32B
# of Holdings
40
Performance Rank
Allocation (Top 20)
92.07%

Casdin Capital LLC Holdings Map

Top 40 Casdin Capital LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
RVMD
REVOLUTION MEDICINES INC
18.98%2.58M$250.6M
+0.00%(+0)
2025-Q1: 3.70M shares2025-Q2: 2.89M shares2025-Q3: 2.65M shares2025-Q4: 2.58M shares2026-Q1: 2.58M shares
$28.17(+571.88%)
2026-03-31
WGS
GENEDX HOLDINGS CORP
14.62%3.01M$193.1M
+0.00%(+0)
2025-Q1: 3.51M shares2025-Q2: 3.51M shares2025-Q3: 3.01M shares2025-Q4: 3.01M shares2026-Q1: 3.01M shares
$32.08(+110.45%)
2026-03-31
RLAY
RELAY THERAPEUTICS INC
10.86%14.42M$143.5M
+10.88%(+1.42M)
2025-Q1: 9.10M shares2025-Q2: 11.40M shares2025-Q3: 11.34M shares2025-Q4: 13.00M shares2026-Q1: 14.42M shares
$14.77(+26.25%)
2026-03-31
BLFS
BIOLIFE SOLUTIONS INC
8.61%5.96M$113.7M
+0.00%(+0)
2025-Q1: 8.71M shares2025-Q2: 7.71M shares2025-Q3: 6.71M shares2025-Q4: 5.96M shares2026-Q1: 5.96M shares
$19.12(+47.04%)
2026-03-31
LAB
STANDARD BIOTOOLS INC
6.18%88.78M$81.6M
+0.00%(+0)
2025-Q1: 76.08M shares2025-Q2: 76.08M shares2025-Q3: 77.56M shares2025-Q4: 88.78M shares2026-Q1: 88.78M shares
$2.17(-58.13%)
2026-03-31
ILMN
ILLUMINA INC
4.95%530.0K$65.3M
-11.67%(-70.00K)
2025-Q1: 595.0K shares2025-Q2: 645.0K shares2025-Q3: 525.0K shares2025-Q4: 600.0K shares2026-Q1: 530.0K shares
$120.97(+55.98%)
2026-03-31
GPCR
STRUCTURE THERAPEUTICS INC
4.29%1.18M$56.6M
+0.00%(+0)
2025-Q1: 700.0K shares2025-Q2: 1.23M shares2025-Q3: 1.55M shares2025-Q4: 1.18M shares2026-Q1: 1.18M shares
$25.83(+106.93%)
2026-03-31
TXG
10X GENOMICS INC
3.66%2.27M$48.3M
+62.50%(+875.00K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 1.40M shares2026-Q1: 2.27M shares
$15.83(+146.36%)
2026-03-31
DNLI
DENALI THERAPEUTICS INC
2.68%1.84M$35.3M
+0.00%(+0)
2025-Q1: 990.0K shares2025-Q2: 890.0K shares2025-Q3: 890.0K shares2025-Q4: 1.84M shares2026-Q1: 1.84M shares
$22.42(+15.23%)
2026-03-31
BEAM
BEAM THERAPEUTICS INC
2.44%1.35M$32.2M
-15.62%(-250.00K)
2025-Q1: 1.43M shares2025-Q2: 1.45M shares2025-Q3: 1.60M shares2025-Q4: 1.60M shares2026-Q1: 1.35M shares
$37.60(-7.48%)
2026-03-31

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