Sponsored

The Analysis of Casdin Capital, LLC's Holdings & P&L

Currently, Casdin Capital, LLC holds 41 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in TXG (+875.0K shares, valued at $18.6M), N/A (+1.6M shares, valued at $16.3M), N/A (+360.0K shares, valued at $14.4M); decreased their positions in BLFS (-1.2M shares, valued at $29.7M), ILMN (-70.0K shares, valued at $8.6M), GH (-65.0K shares, valued at $6.0M); initiated new positions in N/A (+1.6M shares, valued at $16.3M), N/A (+360.0K shares, valued at $14.4M), GRAL (+230.0K shares, valued at $11.9M).

1M P&L

+16.7M+1.05%

3M P&L

+27.0M+1.71%

HY P&L

-178.2M-9.97%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Biotechnology750.1M

43.0%

2Diagnostics & Research528.9M

30.3%

3Medical Instruments & Supplies261.7M

15.0%

Top Industries by Stock Count

1Biotechnology23 stocks

62.2%

2Diagnostics & Research5 stocks

13.5%

3Medical Devices3 stocks

8.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

RVMD REVOLUTION MEDICINES INC2.6M shares0.00%2026-03-312026-05-15

WGS GENEDX HOLDINGS CORP3.0M shares0.00%2026-03-312026-05-15

RLAY RELAY THERAPEUTICS INC14.4M shares10.88%2026-03-312026-05-15

BLFS 4.8M shares-20.14%2026-05-202026-05-22

BLFS BIOLIFE SOLUTIONS INC6.0M shares0.00%2026-03-312026-05-15

LAB STANDARD BIOTOOLS INC88.8M shares0.00%2026-03-312026-05-15

ILMN ILLUMINA INC530.0K shares-11.67%2026-03-312026-05-15

GPCR STRUCTURE THERAPEUTICS INC1.2M shares0.00%2026-03-312026-05-15

Sponsored

TXG 10X GENOMICS INC2.3M shares62.50%2026-03-312026-05-15

DNLI DENALI THERAPEUTICS INC1.8M shares0.00%2026-03-312026-05-15

BEAM BEAM THERAPEUTICS INC1.4M shares-15.63%2026-03-312026-05-15

GH GUARDANT HEALTH INC315.0K shares-17.11%2026-03-312026-05-15

NGNE NEUROGENE INC1.4M shares9.65%2026-03-312026-05-15

ALNY ALNYLAM PHARMACEUTICALS INC75.0K shares0.00%2026-03-312026-05-15

MAZE MAZE THERAPEUTICS INC758.9K shares0.00%2026-03-312026-05-15

SRRK SCHOLAR ROCK HLDG CORP350.0K shares34.62%2026-03-312026-05-15

Sponsored

AGOMAB THERAPEUTICS NV AGOMAB THERAPEUTICS NV1.6M sharesnew addition2026-03-312026-05-15

HIMS HIMS & HERS HEALTH INC700.0K shares81.82%2026-03-312026-05-15

TSHA TAYSHA GENE THERAPIES INC3.3M shares116.67%2026-03-312026-05-15

QIAGEN NV QIAGEN NV360.0K sharesnew addition2026-03-312026-05-15

TEM TEMPUS AI INC294.1K shares0.00%2026-03-312026-05-15

SEPN SEPTERNA INC553.3K shares0.00%2026-03-312026-05-15

GRAL GRAIL INC230.0K sharesnew addition2026-03-312026-05-15

PRME PRIME MEDICINE INC3.2M shares0.00%2026-03-312026-05-15

Sponsored

PSNL PERSONALIS INC1.6M sharesnew addition2026-03-312026-05-15

DGX QUEST DIAGNOSTICS INC50.0K shares0.00%2026-03-312026-05-15

VCYT VERACYTE INC276.3K shares0.00%2026-03-312026-05-15

MLTX MOONLAKE IMMUNOTHERAPEUTICS450.0K sharesnew addition2026-03-312026-05-15

NTLA INTELLIA THERAPEUTICS INC355.0K sharesnew addition2026-03-312026-05-15

IRON DISC MEDICINE INC65.0K sharesnew addition2026-03-312026-05-15

MRNA MODERNA INC75.0K sharesnew addition2026-03-312026-05-15

ANL ADLAI NORTYE LTD538.5K sharesnew addition2026-03-312026-05-15

Sponsored

GLUE MONTE ROSA THERAPEUTICS INC186.0K shares116.26%2026-03-312026-05-15

ABSI ABSCI CORPORATION973.3K shares0.00%2026-03-312026-05-15

IPSC CENTURY THERAPEUTICS INC1.2M shares0.00%2026-03-312026-05-15

BRIDGEBIO ONCOLOGY THERAPEUT BRIDGEBIO ONCOLOGY THERAPEUT282.3K shares0.00%2026-03-312026-05-15

CTNM CONTINEUM THERAPEUTICS INC148.3K shares0.00%2026-03-312026-05-15

PACB PACIFIC BIOSCIENCES CALIF IN723.8K shares-82.86%2026-03-312026-05-15

RXRX RECURSION PHARMACEUTICALS IN165.3K shares0.00%2026-03-312026-05-15

TNYA TENAYA THERAPEUTICS INC362.0K shares0.00%2026-03-312026-05-15

Sponsored

DNA GINKGO BIOWORKS HOLDINGS INC36.5K shares0.00%2026-03-312026-05-15

RVMD

REVOLUTION MEDICINES INC

0.00%

Shares2.6M

Event2026-03-31

Filed2026-05-15

WGS

GENEDX HOLDINGS CORP

0.00%

Shares3.0M

Event2026-03-31

Filed2026-05-15

RLAY

RELAY THERAPEUTICS INC

10.88%

Shares14.4M

Event2026-03-31

Filed2026-05-15

BLFS

-20.14%

Shares4.8M

Event2026-05-20

Filed2026-05-22

BLFS

BIOLIFE SOLUTIONS INC

0.00%

Shares6.0M

Event2026-03-31

Filed2026-05-15

LAB

STANDARD BIOTOOLS INC

0.00%

Shares88.8M

Event2026-03-31

Filed2026-05-15

ILMN

ILLUMINA INC

-11.67%

Shares530.0K

Event2026-03-31

Filed2026-05-15

GPCR

STRUCTURE THERAPEUTICS INC

0.00%

Shares1.2M

Event2026-03-31

Filed2026-05-15

TXG

10X GENOMICS INC

62.50%

Shares2.3M

Event2026-03-31

Filed2026-05-15

DNLI

DENALI THERAPEUTICS INC

0.00%

Shares1.8M

Event2026-03-31

Filed2026-05-15

BEAM

BEAM THERAPEUTICS INC

-15.63%

Shares1.4M

Event2026-03-31

Filed2026-05-15

GUARDANT HEALTH INC

-17.11%

Shares315.0K

Event2026-03-31

Filed2026-05-15

NGNE

NEUROGENE INC

9.65%

Shares1.4M

Event2026-03-31

Filed2026-05-15

ALNY

ALNYLAM PHARMACEUTICALS INC

0.00%

Shares75.0K

Event2026-03-31

Filed2026-05-15

MAZE

MAZE THERAPEUTICS INC

0.00%

Shares758.9K

Event2026-03-31

Filed2026-05-15

SRRK

SCHOLAR ROCK HLDG CORP

34.62%

Shares350.0K

Event2026-03-31

Filed2026-05-15

AGOMAB THERAPEUTICS NV

New

Shares1.6M

Event2026-03-31

Filed2026-05-15

HIMS

HIMS & HERS HEALTH INC

81.82%

Shares700.0K

Event2026-03-31

Filed2026-05-15

TSHA

TAYSHA GENE THERAPIES INC

116.67%

Shares3.3M

Event2026-03-31

Filed2026-05-15

QIAGEN NV

New

Shares360.0K

Event2026-03-31

Filed2026-05-15

TEM

TEMPUS AI INC

0.00%

Shares294.1K

Event2026-03-31

Filed2026-05-15

SEPN

SEPTERNA INC

0.00%

Shares553.3K

Event2026-03-31

Filed2026-05-15

GRAL

GRAIL INC

New

Shares230.0K

Event2026-03-31

Filed2026-05-15

PRME

PRIME MEDICINE INC

0.00%

Shares3.2M

Event2026-03-31

Filed2026-05-15

PSNL

PERSONALIS INC

New

Shares1.6M

Event2026-03-31

Filed2026-05-15

DGX

QUEST DIAGNOSTICS INC

0.00%

Shares50.0K

Event2026-03-31

Filed2026-05-15

VCYT

VERACYTE INC

0.00%

Shares276.3K

Event2026-03-31

Filed2026-05-15

MLTX

MOONLAKE IMMUNOTHERAPEUTICS

New

Shares450.0K

Event2026-03-31

Filed2026-05-15

NTLA

INTELLIA THERAPEUTICS INC

New

Shares355.0K

Event2026-03-31

Filed2026-05-15

IRON

DISC MEDICINE INC

New

Shares65.0K

Event2026-03-31

Filed2026-05-15

MRNA

MODERNA INC

New

Shares75.0K

Event2026-03-31

Filed2026-05-15

ANL

ADLAI NORTYE LTD

New

Shares538.5K

Event2026-03-31

Filed2026-05-15

GLUE

MONTE ROSA THERAPEUTICS INC

116.26%

Shares186.0K

Event2026-03-31

Filed2026-05-15

ABSI

ABSCI CORPORATION

0.00%

Shares973.3K

Event2026-03-31

Filed2026-05-15

IPSC

CENTURY THERAPEUTICS INC

0.00%

Shares1.2M

Event2026-03-31

Filed2026-05-15

BRIDGEBIO ONCOLOGY THERAPEUT

0.00%

Shares282.3K

Event2026-03-31

Filed2026-05-15

CTNM

CONTINEUM THERAPEUTICS INC

0.00%

Shares148.3K

Event2026-03-31

Filed2026-05-15

PACB

PACIFIC BIOSCIENCES CALIF IN

-82.86%

Shares723.8K

Event2026-03-31

Filed2026-05-15

RXRX

RECURSION PHARMACEUTICALS IN

0.00%

Shares165.3K

Event2026-03-31

Filed2026-05-15

TNYA

TENAYA THERAPEUTICS INC

0.00%

Shares362.0K

Event2026-03-31

Filed2026-05-15

DNA

GINKGO BIOWORKS HOLDINGS INC

0.00%

Shares36.5K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available