Casdin Capital, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| REVOLUTION MEDICINES INC(RVMD) | 0 | 2,577,333 | +2,577,333 | 0 | 250,645,634 | 18.98% | +250,645,634 |
| RELAY THERAPEUTICS INC(RLAY) | 0 | 14,418,574 | +14,418,574 | 0 | 143,464,811 | 10.86% | +143,464,811 |
| 10X GENOMICS INC(TXG) | 0 | 2,275,000 | +2,275,000 | 0 | 48,298,250 | 3.66% | +48,298,250 |
| AGOMAB THERAPEUTICS NV | 0 | 1,550,000 | +1,550,000 | 0 | 16,259,500 | 1.23% | +16,259,500 |
| QIAGEN NV(QGEN) | 0 | 360,000 | +360,000 | 0 | 14,414,400 | 1.09% | +14,414,400 |
| GRAIL INC(GRAL) | 0 | 230,000 | +230,000 | 0 | 11,886,400 | 0.90% | +11,886,400 |
| PERSONALIS INC | 0 | 1,600,000 | +1,600,000 | 0 | 10,192,000 | 0.77% | +10,192,000 |
| MOONLAKE IMMUNOTHERAPEUTICS(MLTX) | 0 | 450,000 | +450,000 | 0 | 8,388,000 | 0.64% | +8,388,000 |
| TAYSHA GENE THERAPIES INC(TSHA) | 0 | 3,250,000 | +3,250,000 | 0 | 14,527,500 | 1.10% | +14,527,500 |
| SCHOLAR ROCK HLDG CORP(SRRK) | 0 | 350,000 | +350,000 | 0 | 17,206,000 | 1.30% | +17,206,000 |
| DENALI THERAPEUTICS INC(DNLI) | 0 | 1,840,000 | +1,840,000 | 0 | 35,328,000 | 2.68% | +35,328,000 |
| INTELLIA THERAPEUTICS INC(NTLA) | 0 | 355,000 | +355,000 | 0 | 4,551,100 | 0.34% | +4,551,100 |
| DISC MEDICINE INC(IRON) | 0 | 65,000 | +65,000 | 0 | 4,156,100 | 0.31% | +4,156,100 |
| MODERNA INC(MRNA) | 0 | 75,000 | +75,000 | 0 | 3,810,000 | 0.29% | +3,810,000 |
| ADLAI NORTYE LTD | 0 | 538,461 | +538,461 | 0 | 3,726,150 | 0.28% | +3,726,150 |
| HIMS & HERS HEALTH INC(HIMS) | 0 | 700,000 | +700,000 | 0 | 14,532,000 | 1.10% | +14,532,000 |
| NEUROGENE INC | 0 | 1,420,361 | +1,420,361 | 0 | 28,634,478 | 2.17% | +28,634,478 |
| MONTE ROSA THERAPEUTICS INC(GLUE) | 0 | 186,014 | +186,014 | 0 | 3,059,930 | 0.23% | +3,059,930 |
| CENTURY THERAPEUTICS INC | 0 | 1,228,190 | +1,228,190 | 0 | 2,775,709 | 0.21% | +2,775,709 |
| QUEST DIAGNOSTICS INC(DGX) | 0 | 50,000 | +50,000 | 0 | 9,799,000 | 0.74% | +9,799,000 |
| CONTINEUM THERAPEUTICS INC | 0 | 148,333 | +148,333 | 0 | 1,937,229 | 0.15% | +1,937,229 |
| PRIME MEDICINE INC | 0 | 3,167,175 | +3,167,175 | 0 | 11,021,769 | 0.83% | +11,021,769 |
| TENAYA THERAPEUTICS INC | 0 | 361,969 | +361,969 | 0 | 250,627 | 0.02% | +250,627 |
| GINKGO BIOWORKS HOLDINGS INC | 0 | 36,493 | +36,493 | 0 | 223,702 | 0.02% | +223,702 |
| RECURSION PHARMACEUTICALS IN(RXRX) | 0 | 165,323 | +165,323 | 0 | 507,542 | 0.04% | +507,542 |
| ABSCI CORPORATION | 0 | 973,260 | +973,260 | 0 | 2,919,780 | 0.22% | +2,919,780 |
| BRIDGEBIO ONCOLOGY THERAPEUT | 0 | 282,312 | +282,312 | 0 | 2,526,692 | 0.19% | +2,526,692 |
| SEPTERNA INC(SEPN) | 0 | 553,268 | +553,268 | 0 | 13,295,030 | 1.01% | +13,295,030 |
| VERACYTE INC(VCYT) | 0 | 276,308 | +276,308 | 0 | 8,899,881 | 0.67% | +8,899,881 |
| TEMPUS AI INC(TEM) | 0 | 294,127 | +294,127 | 0 | 13,300,423 | 1.01% | +13,300,423 |
| LEGEND BIOTECH CORP(LEGN) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| ALNYLAM PHARMACEUTICALS INC(ALNY) | 0 | 75,000 | +75,000 | 0 | 24,815,250 | 1.88% | +24,815,250 |
| PACIFIC BIOSCIENCES CALIF IN | 0 | 723,767 | +723,767 | 0 | 955,372 | 0.07% | +955,372 |
| MAZE THERAPEUTICS INC(MAZE) | 0 | 758,857 | +758,857 | 0 | 22,651,881 | 1.72% | +22,651,881 |
| GUARDANT HEALTH INC(GH) | 0 | 315,000 | +315,000 | 0 | 29,096,550 | 2.20% | +29,096,550 |
| INCYTE CORP(INCY) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| THE CIGNA GROUP(CI) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| DEXCOM INC(DXCM) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| BEAM THERAPEUTICS INC(BEAM) | 0 | 1,350,000 | +1,350,000 | 0 | 32,170,500 | 2.44% | +32,170,500 |
| ILLUMINA INC(ILMN) | 0 | 530,000 | +530,000 | 0 | 65,327,800 | 4.95% | +65,327,800 |
| UNITEDHEALTH GROUP INC(UNH) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| ARS PHARMACEUTICALS INC | 0 | 0 | 0 | 0 | 0 | — | 0 |
| STRUCTURE THERAPEUTICS INC | 0 | 1,175,000 | +1,175,000 | 0 | 56,635,000 | 4.29% | +56,635,000 |
| BIOLIFE SOLUTIONS INC(BLFS) | 0 | 5,957,165 | +5,957,165 | 0 | 113,662,708 | 8.61% | +113,662,708 |
| STANDARD BIOTOOLS INC | 0 | 88,783,856 | +88,783,856 | 0 | 81,618,999 | 6.18% | +81,618,999 |
| AVIDITY BIOSCIENCES INC | 0 | 0 | 0 | 0 | 0 | — | 0 |
| GENEDX HOLDINGS CORP(WGS) | 0 | 3,007,164 | +3,007,164 | 0 | 193,120,072 | 14.62% | +193,120,072 |