Casdin Capital, LLC

Q2 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
43
Total value ($000)
$1,997,799
Net value change ($000)
+677,207 (51.3%)
New positions
6
Sold out positions
3
Turnover %
4.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 232,037 92.6%
RLAY 156,554 109.1%
WGS 61,377 31.8%
ILMN 27,862 42.6%
PSNL 23,978 235.3%
GRAL 20,884 175.7%
NGNE 19,968 69.7%
SRRK 19,369 112.6%
BLFS 17,794 15.7%
PARABILIS MEDICINES INC 17,673 NEW
Top Reduces (Value $000, Stocks/ETFs)
QGEN -14,414 -100.0%
TEM -13,300 -100.0%
LAB -8,577 -10.5%
MLTX -8,388 -100.0%
TXG -8,041 -16.6%
ALNY -2,238 -9.0%
GH -1,341 -4.6%
BBOT -376 -14.9%
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