Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Casdin Capital, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Casdin Capital, LLC (CIK 1534261) reported $1.32B across 38 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: RVMD ($250.6M, 18.98%), WGS ($193.1M, 14.62%), RLAY ($143.5M, 10.86%), BLFS ($113.7M, 8.61%), LAB ($81.6M, 6.18%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1RVMDREVOLUTION MEDICINES INC$250.6M18.98%2.6MHold
2WGSGENEDX HOLDINGS CORP$193.1M14.62%3.0MHold
3RLAYRELAY THERAPEUTICS INC$143.5M10.86%14.4MAdded
4BLFSBIOLIFE SOLUTIONS INC$113.7M8.61%6.0MHold
5LABSTANDARD BIOTOOLS INC$81.6M6.18%88.8MHold
6ILMNILLUMINA INC$65.3M4.95%530,000Trimmed
7GPCRSTRUCTURE THERAPEUTICS INC$56.6M4.29%1.2MHold
8TXG10X GENOMICS INC$48.3M3.66%2.3MAdded
9DNLIDENALI THERAPEUTICS INC$35.3M2.68%1.8MHold
10BEAMBEAM THERAPEUTICS INC$32.2M2.44%1.4MTrimmed
11GHGUARDANT HEALTH INC$29.1M2.20%315,000Trimmed
12NGNENEUROGENE INC$28.6M2.17%1.4MAdded
13ALNYALNYLAM PHARMACEUTICALS INC$24.8M1.88%75,000Hold
14MAZEMAZE THERAPEUTICS INC$22.7M1.72%758,857Hold
15SRRKSCHOLAR ROCK HLDG CORP$17.2M1.30%350,000Added
16AGOMAB THERAPEUTICS NV$16.3M1.23%1.6MNew
17HIMSHIMS & HERS HEALTH INC$14.5M1.10%700,000Added
18TSHATAYSHA GENE THERAPIES INC$14.5M1.10%3.2MAdded
19QGENQIAGEN NV$14.4M1.09%360,000New
20SEPNSEPTERNA INC$13.3M1.01%553,268Hold
21TEMTEMPUS AI INC$13.3M1.01%294,127Hold
22GRALGRAIL INC$11.9M0.90%230,000New
23PRMEPRIME MEDICINE INC$11.0M0.83%3.2MHold
24PSNLPERSONALIS INC$10.2M0.77%1.6MNew
25DGXQUEST DIAGNOSTICS INC$9.8M0.74%50,000Hold

Source: SEC Form 13F filings · as of 2026-03-31