Casdin Capital, LLC

Q1 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
40
Total value ($000)
$1,320,592
Net value change ($000)
-289,324 (-18.0%)
New positions
9
Sold out positions
7
Turnover %
16.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
RVMD 45,361 22.1%
RLAY 33,455 30.4%
TXG 25,464 111.5%
AGMB 16,260 NEW
QGEN 14,414 NEW
GRAL 11,886 NEW
PSNL 10,192 NEW
MLTX 8,388 NEW
TSHA 6,278 76.1%
SRRK 5,753 50.2%
Top Reduces (Value $000, Stocks/ETFs)
WGS -197,992 -50.6%
RNAM -72,130 -100.0%
LAB -32,024 -28.2%
BLFS -30,381 -21.1%
GPCR -25,086 -30.7%
SPRY -18,640 -100.0%
UNH -16,506 -100.0%
ILMN -13,368 -17.0%
BEAM -12,181 -27.5%
DXCM -11,615 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type