Casdin Capital Portfolio
13F Holdings & Position Changes — Last filed Aug 14, 2026
13F Holdings & Position Changes — Last filed Aug 14, 2026
Life sciences tools and genomics specialist. Casdin Capital focuses on the "picks and shovels" of biotech—sequencing platforms, diagnostics companies, and enabling technologies—rather than traditional drug development bets. Known for early conviction in the genomics revolution.
Casdin Capital is a $2B biotech-focused hedge fund managed by Eli Casdin. As of their latest 13F filing (Q2 2026), the fund holds 43 positions worth $2.0B. This quarter they initiated 5 new positions and exited 36. Their largest holding is RVMD ($482.7M).
Casdin initiated 5 new positions and increased 10 this quarter. Portfolio grew +51.3% to $2.0B. 251 upcoming catalysts across holdings.
Portfolio Value (13F)
$2.0B
Holdings
43
Top 10 Concentration
77.4%
QoQ Change
+51.3%
Turnover
2.2%
Portfolio Value Trend
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| # | Ticker | Company | Change | Value | % of Portfolio | SI % Float ? | Trend |
|---|---|---|---|---|---|---|---|
| 1 | RVMD | Revolution Medicines Inc. | $482.7M | 24.16% | 4.8% | ||
| 2 | RLAY | Relay Therapeutics Inc. | Increased↑3Q | $300.0M | 15.02% | 22.0% | |
| 3 | WGSWWOther Healthcare | GeneDx Holdings Corp. | Increased | $254.5M | 12.74% | — | |
| 4 | BLFS | Biolife Solutions Inc. | Decreased↓4Q | $131.5M | 6.58% | 12.7% | |
| 5 | ILMNOther Healthcare | Illumina Inc. | $93.2M | 4.66% | 8.3% | ||
| 6 | LABOther Healthcare | Standard Biotools Inc. | $73.0M | 3.66% | 1.0% | ||
| 7 | GPCR | Structure Therapeutics Inc. | $63.1M | 3.16% | 11.7% | ||
| 8 | DNLI | Denali Therapeutics Inc. | Increased↑2Q | $52.6M | 2.63% | 10.2% | |
| 9 | NGNE | Neurogene Inc. | Increased↑4Q | $48.6M | 2.43% | 18.0% | |
| 10 | BEAM | Beam Therapeutics Inc. | $46.3M | 2.32% | 36.5% |
Share changes reflect active decisions. Value changes include price moves.
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Casdin Capital held 43 biotech stocks in their 13F portfolio this quarter. Their top positions include RVMD, RLAY, WGSWW, BLFS, ILMN. The full holdings table is available on BiotechEdge with position sizes, quarter-over-quarter changes, and AI analysis.
Casdin Capital's tracked biotech portfolio is worth $2.0B across 43 positions, with total assets under management of approximately $2B. Portfolio values are based on 13F filings with the SEC.
Casdin Capital initiated 5 new positions this quarter, including PBLS, SION, QURE, EDIT, KARD. They also increased 10 existing positions.
Casdin Capital fully exited 36 positions this quarter, including RNA, CI, TDOC, TNGX, FDMT and 31 more. They also trimmed 3 existing positions.
Life sciences tools and genomics specialist. Casdin Capital focuses on the "picks and shovels" of biotech—sequencing platforms, diagnostics companies, and enabling technologies—rather than traditional drug development bets. Known for early conviction in the genomics revolution.
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