Casdin Capital, LLC — 13F holdings

Casdin Capital, LLC reported 43 holdings worth $2.00B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. RVMD REVOLUTION Medicines Inc — $483M (24.2%)
2. RLAY RELAY THERAPEUTICS INC — $300M (15.0%)
3. WGS GENEDX HOLDINGS CORP — $254M (12.7%)
4. BLFS BIOLIFE SOLUTIONS INC — $131M (6.6%)
5. ILMN ILLUMINA INC — $93.2M (4.7%)
6. LAB Standard BioTools Inc — $73.0M (3.7%)
7. GPCR STRUCTURE THERAPEUTICS INC — $63.1M (3.2%)
8. DNLI DENALI THERAPEUTICS INC — $52.6M (2.6%)
9. NGNE NEUROGENE INC — $48.6M (2.4%)
10. BEAM BEAM THERAPEUTICS INC — $46.3M (2.3%)