Casdin Capital, LLC holds a focused book of 40 stocks worth $1.3B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Agomab Therapeutics NV and trimmed Illumina Inc. Their largest long position is Revolution Medicines Inc at 19% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1534261/holdings"
Use Arkolith to show Casdin Capital, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
99% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Revolution Medicines Inc COM | $250.6M | 2.58M | 19.0% | —Held | |
| 2 | Genedx Holdings Corp COM CL A | $193.1M | 3.01M | 14.6% | —Held | |
| 3 | Relay Therapeutics Inc COM | $143.5M | 14.42M | 10.9% | ▲+11% Added · +1.4M sh | |
| 4 | Biolife Solutions Inc COM NEW | $113.7M | 5.96M | 8.6% | —Held | |
| 5 | Standard Biotools Inc COM | $81.6M | 88.78M | 6.2% | —Held | |
| 6 | Illumina Inc COM | $65.3M | 530.0K | 4.9% | ▼−12% Reduced · −70K sh | |
| 7 | Structure Therapeutics Inc SPONSORED ADS | $56.6M | 1.18M | 4.3% | —Held | |
| 8 | 10X Genomics Inc CL A COM | $48.3M | 2.27M | 3.7% | ▲+63% Added · +875K sh | |
| 9 | Denali Therapeutics Inc COM | $35.3M | 1.84M | 2.7% | —Held | |
| 10 | Beam Therapeutics Inc COM | $32.2M | 1.35M | 2.4% | ▼−16% Reduced · −250K sh | |
| 11 | Guardant Health Inc COM | $29.1M | 315.0K | 2.2% | ▼−17% Reduced · −65K sh | |
| 12 | Neurogene Inc COM | $28.6M | 1.42M | 2.2% | ▲+9.6% Added · +125K sh | |
| 13 | Alnylam Pharmaceuticals Inc COM | $24.8M | 75.0K | 1.9% | —Held | |
| 14 | Maze Therapeutics Inc COM | $22.7M | 758.9K | 1.7% | —Held | |
| 15 | Scholar Rock Hldg Corp COM | $17.2M | 350.0K | 1.3% | ▲+35% Added · +90K sh | |
| 16 | Agomab Therapeutics NV SPONSORED ADS | $16.3M | 1.55M | 1.2% | ▲New New position | |
| 17 | Hims & Hers Health Inc COM CL A | $14.5M | 700.0K | 1.1% | ▲+82% Added · +315K sh | |
| 18 | Taysha Gene Therapies Inc COM SHS | $14.5M | 3.25M | 1.1% | ▲+117% Added · +1.8M sh | |
| 19 | Qiagen NV ORD SHARES | $14.4M | 360.0K | 1.1% | ▲New New position | |
| 20 | Tempus AI Inc CL A | $13.3M | 294.1K | 1.0% | —Held | |
| 21 | Septerna Inc COM | $13.3M | 553.3K | 1.0% | —Held | |
| 22 | Grail Inc COM | $11.9M | 230.0K | 0.9% | ▲New New position | |
| 23 | Prime Medicine Inc COM | $11.0M | 3.17M | 0.8% | —Held | |
| 24 | Personalis Inc COM | $10.2M | 1.60M | 0.8% | ▲New New position | |
| 25 | Quest Diagnostics Inc COM | $9.8M | 50.0K | 0.7% | —Held | |
| 26 | Veracyte Inc COM | $8.9M | 276.3K | 0.7% | —Held | |
| 27 | Moonlake Immunotherapeutics CLASS A ORD | $8.4M | 450.0K | 0.6% | ▲New New position | |
| 28 | Intellia Therapeutics Inc COM | $4.6M | 355.0K | 0.3% | ▲New New position | |
| 29 | Disc Medicine Inc COM | $4.2M | 65.0K | 0.3% | ▲New New position | |
| 30 | Moderna Inc COM | $3.8M | 75.0K | 0.3% | ▲New New position | |
| 31 | Adlai Nortye Ltd SPONSORED ADS | $3.7M | 538.5K | 0.3% | ▲New New position | |
| 32 | Monte Rosa Therapeutics Inc COM | $3.1M | 186.0K | 0.2% | ▲+116% Added · +100K sh | |
| 33 | Absci Corporation COM | $2.9M | 973.3K | 0.2% | —Held | |
| 34 | Century Therapeutics Inc COM | $2.8M | 1.23M | 0.2% | —Held | |
| 35 | Bridgebio Oncology Therapeut COM NEW | $2.5M | 282.3K | 0.2% | —Held | |
| 36 | Contineum Therapeutics Inc CL A | $1.9M | 148.3K | 0.1% | —Held | |
| 37 | Pacific Biosciences Calif In COM | $955K | 723.8K | 0.1% | ▼−83% Reduced · −3.5M sh | |
| 38 | Recursion Pharmaceuticals In CL A | $508K | 165.3K | 0.0% | —Held | |
| 39 | Tenaya Therapeutics Inc COM | $251K | 362.0K | 0.0% | —Held | |
| 40 | Ginkgo Bioworks Holdings Inc CL A NEW | $224K | 36.5K | 0.0% | —Held |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.