2026 Q1 Portfolio Activity
In 2026 Q1, Casdin Capital, LLC maintained a portfolio of 47 distinct positions. The most significant new addition was AGOMAB THERAPEUTICS NV, now representing 1.23% of the total fund value. They heavily accumulated shares in RELAY THERAPEUTICS INC, increasing the position by 10.9%. Conversely, Casdin Capital, LLC completely exited their position in AVIDITY BIOSCIENCES INC.
Position History
hover any row below to update
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Total Positions
47
Quarter
2026 Q1
Top Holding
RVMD (19.0%)
Top 10 Concentration
77.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-47 of 47
Casdin Capital, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
RVMD
REVOLUTION MEDI...
|
Healthcare | 18.98% | 12.75% |
#1
1
Prev: #2
|
7.0 |
—
|
no change | no change |
P
S
|
2,577,333 | $250,645,634 |
$28.10
+444.7%
|
2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
WGS
GENEDX HOLDINGS...
|
Healthcare | 14.62% | 24.29% |
#2
1
Prev: #1
|
6.5 |
—
|
no change | no change |
P
S
|
3,007,164 | $193,120,072 |
$8.23
+664.4%
|
2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
RLAY
RELAY THERAPEUT...
|
Healthcare | 10.86% | 6.83% |
#3
2
Prev: #5
|
7.0 |
—
|
1,415,000 | 10.9% |
P
S
|
14,418,574 | $143,464,811 |
$18.04
-29.3%
|
2020 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
BLFS
BIOLIFE SOLUTIO...
|
Healthcare | 8.61% | 8.95% |
#4
1
Prev: #3
|
4.9 |
—
|
no change | no change |
P
S
|
5,957,165 | $113,662,708 | 2018 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LAB
STANDARD BIOTOO...
|
Healthcare | 6.18% | 7.06% |
#5
1
Prev: #4
|
4.0 |
—
|
no change | no change |
P
S
|
88,783,856 | $81,618,999 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ILMN
ILLUMINA INC
|
Healthcare | 4.95% | 4.89% |
#6
1
Prev: #7
|
2.5 |
—
|
-70,000 | -11.7% |
P
S
|
530,000 | $65,327,800 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GPCR
STRUCTURE THERA...
|
Healthcare | 4.29% | 5.08% |
#7
1
Prev: #6
|
2.7 |
—
|
no change | no change |
P
S
|
1,175,000 | $56,635,000 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TXG
10X GENOMICS IN...
|
Healthcare | 3.66% | 1.42% |
#8
7
Prev: #15
|
4.5 |
—
|
875,000 | 62.5% |
P
S
|
2,275,000 | $48,298,250 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DNLI
DENALI THERAPEU...
|
Healthcare | 2.68% | 1.89% |
#9
3
Prev: #12
|
2.1 |
—
|
no change | no change |
P
S
|
1,840,000 | $35,328,000 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BEAM
BEAM THERAPEUTI...
|
Healthcare | 2.44% | 2.75% |
#10
1
Prev: #9
|
1.5 |
—
|
-250,000 | -15.6% |
P
S
|
1,350,000 | $32,170,500 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GH
GUARDANT HEALTH...
|
Healthcare | 2.20% | 2.41% |
#11
1
Prev: #10
|
1.4 |
—
|
-65,000 | -17.1% |
P
S
|
315,000 | $29,096,550 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NGNE
NEUROGENE INC
|
Healthcare | 2.17% | 1.66% |
#12
2
Prev: #14
|
2.9 |
—
|
125,000 | 9.6% |
P
S
|
1,420,361 | $28,634,478 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ALNY
ALNYLAM PHARMAC...
|
Healthcare | 1.88% | 1.85% |
#13
Prev: #13
|
1.8 |
—
|
no change | no change |
P
S
|
75,000 | $24,815,250 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MAZE
MAZE THERAPEUTI...
|
Healthcare | 1.72% | 1.95% |
#14
3
Prev: #11
|
1.7 |
—
|
no change | no change |
P
S
|
758,857 | $22,651,881 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SRRK
SCHOLAR ROCK HL...
|
Healthcare | 1.30% | 0.71% |
#15
8
Prev: #23
|
3.0 |
—
|
90,000 | 34.6% |
P
S
|
350,000 | $17,206,000 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
N/A
AGOMAB THERAPEU...
|
|
Unknown | 1.23% | — |
#16
Prev: #—
|
4.0 |
—
|
1,550,000 | — |
NEW
|
1,550,000 | $16,259,500 | — | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
HIMS
HIMS & HERS HEA...
|
Healthcare | 1.10% | 0.78% |
#17
3
Prev: #20
|
3.4 |
—
|
315,000 | 81.8% |
P
S
|
700,000 | $14,532,000 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TSHA
TAYSHA GENE THE...
|
Healthcare | 1.10% | 0.51% |
#18
10
Prev: #28
|
3.4 |
—
|
1,750,000 | 116.7% |
P
S
|
3,250,000 | $14,527,500 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
N/A
QIAGEN NV
|
|
Unknown | 1.09% | — |
#19
Prev: #—
|
3.9 |
—
|
360,000 | — |
NEW
|
360,000 | $14,414,400 | — | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
TEM
TEMPUS AI INC
|
Healthcare | 1.01% | 1.08% |
#20
3
Prev: #17
|
1.4 |
—
|
no change | no change |
P
S
|
294,127 | $13,300,423 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SEPN
SEPTERNA INC
|
Healthcare | 1.01% | 0.96% |
#21
2
Prev: #19
|
1.4 |
—
|
no change | no change |
P
S
|
553,268 | $13,295,030 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GRAL
GRAIL INC
|
Healthcare | 0.90% | — |
#22
Prev: #—
|
3.9 |
—
|
230,000 | — |
NEW
|
230,000 | $11,886,400 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PRME
PRIME MEDICINE ...
|
Healthcare | 0.83% | 0.68% |
#23
2
Prev: #25
|
1.3 |
—
|
no change | no change |
P
S
|
3,167,175 | $11,021,769 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PSNL
PERSONALIS INC
|
Healthcare | 0.77% | — |
#24
Prev: #—
|
3.8 |
—
|
1,600,000 | — |
NEW
|
1,600,000 | $10,192,000 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DGX
QUEST DIAGNOSTI...
|
Healthcare | 0.74% | 0.54% |
#25
2
Prev: #27
|
1.3 |
—
|
no change | no change |
P
S
|
50,000 | $9,799,000 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VCYT
VERACYTE INC
|
Healthcare | 0.67% | 0.72% |
#26
5
Prev: #21
|
1.3 |
—
|
no change | no change |
P
S
|
276,308 | $8,899,881 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MLTX
MOONLAKE IMMUNO...
|
Healthcare | 0.64% | — |
#27
Prev: #—
|
3.8 |
—
|
450,000 | — |
NEW
|
450,000 | $8,388,000 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NTLA
INTELLIA THERAP...
|
Healthcare | 0.34% | — |
#28
Prev: #—
|
3.6 |
—
|
355,000 | — |
NEW
|
355,000 | $4,551,100 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IRON
DISC MEDICINE I...
|
Healthcare | 0.31% | — |
#29
Prev: #—
|
3.6 |
—
|
65,000 | — |
NEW
|
65,000 | $4,156,100 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MRNA
MODERNA INC
|
Healthcare | 0.29% | — |
#30
Prev: #—
|
3.6 |
—
|
75,000 | — |
NEW
|
75,000 | $3,810,000 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ANL
ADLAI NORTYE LT...
|
Healthcare | 0.28% | — |
#31
Prev: #—
|
3.6 |
—
|
538,461 | — |
NEW
|
538,461 | $3,726,150 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GLUE
MONTE ROSA THER...
|
Healthcare | 0.23% | 0.08% |
#32
2
Prev: #34
|
3.1 |
—
|
100,000 | 116.3% |
P
S
|
186,014 | $3,059,930 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ABSI
ABSCI CORPORATI...
|
Healthcare | 0.22% | 0.21% |
#33
1
Prev: #32
|
1.1 |
—
|
no change | no change |
P
S
|
973,260 | $2,919,780 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IPSC
CENTURY THERAPE...
|
Healthcare | 0.21% | 0.08% |
#34
1
Prev: #35
|
1.1 |
—
|
no change | no change |
P
S
|
1,228,190 | $2,775,709 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BBOT
BRIDGEBIO ONCOL...
|
Healthcare | 0.19% | 0.22% |
#35
4
Prev: #31
|
1.1 |
—
|
no change | no change |
P
S
|
282,312 | $2,526,692 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CTNM
CONTINEUM THERA...
|
Healthcare | 0.15% | 0.11% |
#36
3
Prev: #33
|
1.1 |
—
|
no change | no change |
P
S
|
148,333 | $1,937,229 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PACB
PACIFIC BIOSCIE...
|
Healthcare | 0.07% | 0.49% |
#37
8
Prev: #29
|
0.0 |
—
|
-3,500,000 | -82.9% |
P
S
|
723,767 | $955,372 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
RXRX
RECURSION PHARM...
|
Healthcare | 0.04% | 0.04% |
#38
2
Prev: #36
|
1.0 |
—
|
no change | no change |
P
S
|
165,323 | $507,542 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TNYA
TENAYA THERAPEU...
|
Healthcare | 0.02% | 0.02% |
#39
1
Prev: #38
|
1.0 |
—
|
no change | no change |
P
S
|
361,969 | $250,627 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DNA
GINKGO BIOWORKS...
|
Healthcare | 0.02% | 0.02% |
#40
3
Prev: #37
|
1.0 |
—
|
no change | no change |
P
S
|
36,493 | $223,702 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LEGN
LEGEND BIOTECH ...
|
Healthcare | 0.00% | 0.29% |
Sold All 😨
(Was: #30) |
0.0 |
—
|
-215,000 | -100.0% |
CLOSED
|
— | $— | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
INCY
INCYTE CORP
|
Healthcare | 0.00% | 0.61% |
Sold All 😨
(Was: #26) |
0.0 |
—
|
-100,000 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CI
THE CIGNA GROUP
|
Healthcare | 0.00% | 0.68% |
Sold All 😨
(Was: #24) |
0.0 |
—
|
-40,000 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DXCM
DEXCOM INC
|
Healthcare | 0.00% | 0.72% |
Sold All 😨
(Was: #22) |
0.0 |
—
|
-175,000 | -100.0% |
CLOSED
|
— | $— | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 0.00% | 1.03% |
Sold All 😨
(Was: #18) |
0.0 |
—
|
-50,000 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SPRY
ARS PHARMACEUTI...
|
Healthcare | 0.00% | 1.16% |
Sold All 😨
(Was: #16) |
0.0 |
—
|
-1,600,000 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
RNA
AVIDITY BIOSCIE...
|
Healthcare | 0.00% | 4.48% |
Sold All 😨
(Was: #8) |
0.0 |
—
|
-1,000,000 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-47 of 47 holdings