1y return+88.8%S&P 500 +20.9%
3y return+80.6%S&P 500 +68.5%
5y return−38.3%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2019: $97 against $232 in the S&P 500.2
Casdin Capital, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| RVMDRevolution Medicines Inc | $482.7M | 24.2% | |
| RLAYRelay Therapeutics Inc | $300.0M | 15.0% | +11.2% |
| WGSGenedx Holdings Corp | $254.5M | 12.7% | +23.3% |
| Biolife Solutions IncCUSIP 09062W204 | $131.5M | 6.6% | −21.9% |
| ILMNIllumina Inc | $93.2M | 4.7% | |
| LABStandard Biotools Inc | $73.0M | 3.7% | |
| GPCRStructure Therapeutics Inc | $63.1M | 3.2% | |
| DNLIDenali Therapeutics Inc | $52.6M | 2.6% | +11.1% |
| NGNENeurogene Inc | $48.6M | 2.4% | +8.8% |
| BEAMBeam Therapeutics Inc | $46.3M | 2.3% | |
| TXG10x Genomics Inc | $40.3M | 2.0% | −53.8% |
| SRRKScholar Rock Hldg Corp | $36.6M | 1.8% | +90.0% |
| PSNLPersonalis Inc | $34.2M | 1.7% | +59.4% |
| GRALGrail Inc | $32.8M | 1.6% | +108.7% |
| GHGuardant Health Inc | $27.8M | 1.4% | −41.3% |
| MAZEMaze Therapeutics Inc | $25.2M | 1.3% | +11.2% |
| HIMSHims & Hers Health Inc | $24.3M | 1.2% | |
| ALNYAlnylam Pharmaceuticals Inc | $22.6M | 1.1% | |
| TSHATaysha Gene Therapies Inc | $22.1M | 1.1% | |
| AGMBAgomab Therapeutics Nv | $20.1M | 1.0% | |
| SEPNSepterna Inc | $18.5M | 0.9% | |
| PBLSParabilis Medicines Inc | $17.7M | 0.9% | New |
| SIONSionna Therapeutics Inc | $17.6M | 0.9% | New |
| VCYTVeracyte Inc | $16.2M | 0.8% | |
| ANLAdlai Nortye Ltd | $14.4M | 0.7% | +132.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| RVMDRevolution Medicines Inc | June 30, 2020 | +493.2% | $482.7M |
| GHGuardant Health Inc | June 30, 2024 | +419.5% | $27.8M |
| MAZEMaze Therapeutics Inc | March 31, 2025 | +171.0% | $25.2M |
| VCYTVeracyte Inc | March 31, 2024 | +165.0% | $16.2M |
| TXG10x Genomics Inc | December 31, 2025 | +135.1% | $40.3M |
| GPCRStructure Therapeutics Inc | March 31, 2023 | +125.6% | $63.1M |
| PSNLPersonalis Inc | March 31, 2026 | +110.4% | $34.2M |
| ALNYAlnylam Pharmaceuticals Inc | June 30, 2020 | +103.2% | $22.6M |
| Biolife Solutions IncCUSIP 09062W204 | June 30, 2020 | +72.7% | $131.5M |
| ANLAdlai Nortye Ltd | March 31, 2026 | +66.2% | $14.4M |
Sold off last quarter
- Qiagen NvCUSIP N72482156 was $14.4M
- TEMTempus Ai Inc was $13.3M
- MLTXMoonlake Immunotherapeutics was $8.4M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +46.5% | +14.8% |
| March 31, 2026 | −17.1% | −4.6% |
| December 31, 2025 | +28.1% | +2.4% |
| September 30, 2025 | +21.4% | +7.8% |
| June 30, 2025 | +8.1% | +10.5% |
| March 31, 2025 | −18.0% | −4.6% |
| December 31, 2024 | −1.3% | +2.1% |
| September 30, 2024 | +10.6% | +5.4% |
| June 30, 2024 | +1.6% | +4.0% |
| March 31, 2024 | +10.3% | +10.0% |
| December 31, 2023 | +7.9% | +11.2% |
| September 30, 2023 | −18.2% | −3.6% |
| June 30, 2023 | +0.3% | +8.3% |
| March 31, 2023 | −2.8% | +7.0% |
| December 31, 2022 | −17.9% | +7.1% |
| September 30, 2022 | +23.2% | −5.3% |
| June 30, 2022 | −29.5% | −16.5% |
| March 31, 2022 | −29.8% | −4.9% |
| December 31, 2021 | −17.1% | +10.7% |
| September 30, 2021 | −15.5% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Casdin Capital, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1534261&type=13F-HR&dateb=&owner=include&count=40CIK 1534261
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1534261/000091957426005491/Filed August 14, 2026 · accession 0000919574-26-005491