Casdin Capital Portfolio
13F Holdings & Position Changes — Last filed May 15, 2026
13F Holdings & Position Changes — Last filed May 15, 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 (Q1 2026), the fund holds 40 positions worth $1.3B. This quarter they initiated 6 new positions and exited 34. Their largest holding is RVMD ($250.6M).
Casdin initiated 6 new positions and increased 11 this quarter. Portfolio shrank -17.6% to $1.3B. 246 upcoming catalysts across holdings.
Portfolio Value (13F)
$1.3B
Holdings
40
Top 10 Concentration
77.3%
QoQ Change
-17.6%
Turnover
4.3%
Portfolio Value Trend
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| # | Ticker | Company | Change | Value | % of Portfolio | SI % Float ? | Trend |
|---|---|---|---|---|---|---|---|
| 1 | RVMD | Revolution Medicines Inc. | $250.6M | 18.98% | 6.1% | ||
| 2 | WGSWWOther Healthcare | GeneDx Holdings Corp. | $193.1M | 14.62% | — | ||
| 3 | RLAY | Relay Therapeutics Inc. | Increased↑2Q | $143.5M | 10.86% | 20.4% | |
| 4 | BLFS | Biolife Solutions Inc. | $113.7M | 8.61% | 12.7% | ||
| 5 | LABOther Healthcare | Standard Biotools Inc. | $81.6M | 6.18% | 4.2% | ||
| 6 | ILMNOther Healthcare | Illumina Inc. | Decreased | $65.3M | 4.95% | 8.3% | |
| 7 | GPCR | Structure Therapeutics Inc. | $56.6M | 4.29% | 11.4% | ||
| 8 | TXGOther Healthcare | 10x Genomics Inc. | Increased↑2Q | $48.3M | 3.66% | 19.3% | |
| 9 | DNLI | Denali Therapeutics Inc. | $35.3M | 2.68% | 10.2% | ||
| 10 | BEAM | Beam Therapeutics Inc. | Decreased | $32.2M | 2.44% | 42.6% |
Share changes reflect active decisions. Value changes include price moves.
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Casdin Capital held 40 biotech stocks in their 13F portfolio this quarter. Their top positions include RVMD, WGSWW, RLAY, BLFS, LAB. 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 $1.3B across 40 positions, with total assets under management of approximately $2B. Portfolio values are based on 13F filings with the SEC.
Casdin Capital initiated 6 new positions this quarter, including AGMB, QGEN, PSNL, MLTX, IRON and 1 more. They also increased 11 existing positions.
Casdin Capital fully exited 34 positions this quarter, including SCLXW, ABCL, AGIO, SNDX, INCY and 29 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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