Casdin Capital, LLC
CIK 1534261
13F filing for Q2 2026・No. 1,641
- Holdings
- US$2B
- Quarter change
- +US$677.21M
- Entries
- 43
- Net bought (estimate)
- +US$102.87M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 6
- Sold out 3
- Cut 3
- Added 9
- Corporate actions 0
- Unchanged 25
Largest holdings
43 stocks worth US$2B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| RVMDREVOLUTION MEDICINES INCCOM | Unchanged | 2,577,333 | US$482.68M | 24.16% |
| RLAYRELAY THERAPEUTICS INCCOM | Added | 16,035,240 | US$300.02M | 15.02% |
| WGSGENEDX HOLDINGS CORPCOM CL A | Added | 3,707,164 | US$254.5M | 12.74% |
| BIOLIFE SOLUTIONS INCCOM NEW | Cut | 4,655,000 | US$131.46M | 6.58% |
| ILMNILLUMINA INCCOM | Unchanged | 530,000 | US$93.19M | 4.66% |
| LABSTANDARD BIOTOOLS INCCOM | Unchanged | 88,783,856 | US$73.04M | 3.66% |
| STRUCTURE THERAPEUTICS INCSPONSORED ADS | Unchanged | 1,175,000 | US$63.06M | 3.16% |
| DNLIDENALI THERAPEUTICS INCCOM | Added | 2,045,000 | US$52.6M | 2.63% |
| NEUROGENE INCCOM | Added | 1,545,361 | US$48.6M | 2.43% |
| BEAMBEAM THERAPEUTICS INCCOM | Unchanged | 1,350,000 | US$46.33M | 2.32% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.