In Q1 2026, Casdin Capital held 40 positions worth $1.3B. They initiated 6 new positions and exited 34. Their largest holding was RVMD ($250.6M). Portfolio value shrank -17.6% versus the prior quarter.
Frequently asked questions
What stocks did Casdin Capital own in Q1 2026?
Casdin Capital held 40 biotech stocks in their 13F portfolio in Q1 2026. 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.
How much was Casdin Capital's portfolio worth in Q1 2026?
Casdin Capital's tracked biotech portfolio was worth $1.3B across 40 positions, with total assets under management of approximately $2B. Portfolio values are based on 13F filings with the SEC.
What did Casdin Capital buy in Q1 2026?
Casdin Capital initiated 6 new positions in Q1 2026, including AGMB, QGEN, PSNL, MLTX, IRON and 1 more. They also increased 11 existing positions.
What did Casdin Capital sell in Q1 2026?
Casdin Capital fully exited 34 positions in Q1 2026, including SPRY, SAGE, VSTM, EXAS, DXCM and 29 more. They also trimmed 3 existing positions.
Is Casdin Capital a biotech fund?
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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