Casdin Capital, LLC 13F 持仓 · 2026年Q2
Casdin Capital 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 43 只证券，申报市值合计 19.98 亿美元。前几大持仓：RVMD（24.16%）、RLAY（15.02%）、WGS（12.74%）。本季前 25 大持仓中：新建仓 2 只、增持 9 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | RVMD | REVOLUTION MEDICINES INC | $482.7M | 24.16% | 2.6M | 持平 |
| 2 | RLAY | RELAY THERAPEUTICS INC | $300.0M | 15.02% | 16.0M | 增持 |
| 3 | WGS | GENEDX HOLDINGS CORP | $254.5M | 12.74% | 3.7M | 增持 |
| 4 | BLFS | BIOLIFE SOLUTIONS INC | $131.5M | 6.58% | 4.7M | 减持 |
| 5 | ILMN | ILLUMINA INC | $93.2M | 4.66% | 530,000 | 持平 |
| 6 | LAB | STANDARD BIOTOOLS INC | $73.0M | 3.66% | 88.8M | 持平 |
| 7 | GPCR | STRUCTURE THERAPEUTICS INC | $63.1M | 3.16% | 1.2M | 持平 |
| 8 | DNLI | DENALI THERAPEUTICS INC | $52.6M | 2.63% | 2.0M | 增持 |
| 9 | NGNE | NEUROGENE INC | $48.6M | 2.43% | 1.5M | 增持 |
| 10 | BEAM | BEAM THERAPEUTICS INC | $46.3M | 2.32% | 1.4M | 持平 |
| 11 | TXG | 10X GENOMICS INC | $40.3M | 2.02% | 1.1M | 减持 |
| 12 | SRRK | SCHOLAR ROCK HLDG CORP | $36.6M | 1.83% | 665,000 | 增持 |
| 13 | PSNL | PERSONALIS INC | $34.2M | 1.71% | 2.5M | 增持 |
| 14 | GRAL | GRAIL INC | $32.8M | 1.64% | 480,000 | 增持 |
| 15 | GH | GUARDANT HEALTH INC | $27.8M | 1.39% | 185,000 | 减持 |
| 16 | MAZE | MAZE THERAPEUTICS INC | $25.2M | 1.26% | 843,857 | 增持 |
| 17 | HIMS | HIMS & HERS HEALTH INC | $24.3M | 1.21% | 700,000 | 持平 |
| 18 | ALNY | ALNYLAM PHARMACEUTICALS INC | $22.6M | 1.13% | 75,000 | 持平 |
| 19 | TSHA | TAYSHA GENE THERAPIES INC | $22.1M | 1.11% | 3.2M | 持平 |
| 20 | AGMB | AGOMAB THERAPEUTICS NV | $20.1M | 1.01% | 1.6M | 持平 |
| 21 | SEPN | SEPTERNA INC | $18.5M | 0.93% | 553,268 | 持平 |
| 22 | PBLS | PARABILIS MEDICINES INC | $17.7M | 0.88% | 645,690 | 新建仓 |
| 23 | SION | SIONNA THERAPEUTICS INC | $17.6M | 0.88% | 400,000 | 新建仓 |
| 24 | VCYT | VERACYTE INC | $16.2M | 0.81% | 276,308 | 持平 |
| 25 | ANL | ADLAI NORTYE LTD | $14.4M | 0.72% | 1.2M | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR