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Casdin Capital, LLC
gestionnaire d'actifs · portefeuille $2.00 Md · 43 positions · rapport au 30.06.2026
Positions en actions rapport pour 30.06.2026, déposé le 14.08.2026; modification — par rapport à 31.03.2026 · 46
| Société | Actions | Valeur | % du portefeuille | Variation sur le trimestre |
|---|---|---|---|---|
| Revolution Medicines, Inc. US:RVMD | 2 577 333 | $483 M | 24.16% | — |
| Relay Therapeutics Inc US:RLAY | 16 035 240 | $300 M | 15.02% | +1 616 666 |
| GeneDx Holdings Corp. US:WGS | 3 707 164 | $254 M | 12.74% | +700 000 |
| BIOLIFE SOLUTIONS INC US:BLFS | 4 655 000 | $131 M | 6.58% | −1 302 165 |
| Illumina Inc US:ILMN | 530 000 | $93.2 M | 4.66% | — |
| Standard Biotools Inc US:LAB | 88 783 856 | $73.0 M | 3.66% | — |
| Structure Therapeutics Inc. US:GPCR | 1 175 000 | $63.1 M | 3.16% | — |
| Denali Therapeutics Inc US:DNLI | 2 045 000 | $52.6 M | 2.63% | +205 000 |
| Neurogene Inc US:NGNE | 1 545 361 | $48.6 M | 2.43% | +125 000 |
| Beam Therapeutics Inc. US:BEAM | 1 350 000 | $46.3 M | 2.32% | — |
| 10x Genomics, Inc. US:TXG | 1 050 000 | $40.3 M | 2.02% | −1 225 000 |
| Scholar Rock Holding Corp US:SRRK | 665 000 | $36.6 M | 1.83% | +315 000 |
| Personalis Inc US:PSNL | 2 550 000 | $34.2 M | 1.71% | +950 000 |
| GRAIL, LLC US:GRAL | 480 000 | $32.8 M | 1.64% | +250 000 |
| Guardant Health Inc US:GH | 185 000 | $27.8 M | 1.39% | −130 000 |
| Maze Therapeutics, Inc. US:MAZE | 843 857 | $25.2 M | 1.26% | +85 000 |
| Hims Hers Health Inc US:HIMS | 700 000 | $24.3 M | 1.21% | — |
| Alnylam Pharmaceuticals Inc US:ALNY | 75 000 | $22.6 M | 1.13% | — |
| Taysha Gene Therapies Inc US:TSHA | 3 250 000 | $22.1 M | 1.11% | — |
| AgomAb Therapeutics NV US:AGMB | 1 550 000 | $20.1 M | 1.01% | — |
| Septerna, Inc. US:SEPN | 553 268 | $18.5 M | 0.93% | — |
| Parabilis Medicines, Inc. US:PBLS | 645 690 | $17.7 M | 0.88% | nouvelle |
| Sionna Therapeutics, Inc. US:SION | 400 000 | $17.6 M | 0.88% | nouvelle |
| Veracyte Inc US:VCYT | 276 308 | $16.2 M | 0.81% | — |
| Adlai Nortye Group Ltd. US:ANL | 1 250 000 | $14.4 M | 0.72% | +711 539 |
| Prime Medicine, Inc. US:PRME | 3 167 175 | $11.7 M | 0.58% | — |
| Absci Corp US:ABSI | 973 260 | $11.3 M | 0.56% | — |
| Quest Diagnostics Incorporat… US:DGX | 50 000 | $10.6 M | 0.53% | — |
| Sarepta Therapeutics Inc US:SRPT | 470 000 | $8.45 M | 0.42% | nouvelle |
| UNIQURE NV CUSIP N90064101 | 150 000 | $6.91 M | 0.35% | nouvelle |
| Intellia Therapeutics Inc US:NTLA | 355 000 | $6.01 M | 0.30% | — |
| Moderna Inc US:MRNA | 75 000 | $5.25 M | 0.26% | — |
| Disc Medicine Inc. US:IRON | 65 000 | $4.75 M | 0.24% | — |
| Monte Rosa Therapeutics Inc US:GLUE | 186 014 | $4.50 M | 0.23% | — |
| Century Therapeutics Inc US:IPSC | 1 228 190 | $3.01 M | 0.15% | — |
| Contineum Therapeutics, Inc.… US:CTNM | 148 333 | $2.43 M | 0.12% | — |
| BridgeBio Oncology Therapeut… US:BBOT | 282 312 | $2.15 M | 0.11% | — |
| Editas Medicine Inc US:EDIT | 445 000 | $1.44 M | 0.07% | nouvelle |
| Pacific Biosciences of Calif… US:PACB | 723 767 | $1.22 M | 0.06% | — |
| Kardigan, Inc. US:KARD | 50 000 | $1.19 M | 0.06% | nouvelle |
| Recursion Pharmaceuticals In… US:RXRX | 165 323 | $607 k | 0.03% | — |
| Ginkgo Bioworks Holdings US:DNA | 36 493 | $362 k | 0.02% | — |
| Tenaya Therapeutics Inc US:TNYA | 361 969 | $268 k | 0.01% | — |
| MoonLake Immunotherapeutics US:MLTX | 0 (était 450 000) | — | — | vendue |
| Tempus AI, Inc. US:TEM | 0 (était 294 127) | — | — | vendue |
| QIAGEN NV CUSIP N72482156 | 0 (était 360 000) | — | — | vendue |
Dans les entreprises de notre base de données 8
| Société | Participation | Actions | Date du rapport |
|---|---|---|---|
| GeneDx Holdings Corp. | 12.43% | 3 707 164 | 2026-06-30 |
| BIOLIFE SOLUTIONS INC | 9.51% | 4 655 000 | 2026-06-30 |
| Neurogene Inc | 7.72% | 1 545 361 | 2026-06-30 |
| Relay Therapeutics Inc | 7.32% | 16 035 240 | 2026-06-30 |
| AgomAb Therapeutics NV | 3.15% | 1 550 000 | 2026-06-30 |
| Personalis Inc | 2.44% | 2 550 000 | 2026-06-30 |
| Adlai Nortye Group Ltd. | 2.13% | 1 250 000 | 2026-06-30 |
| Prime Medicine, Inc. | 1.75% | 3 167 175 | 2026-06-30 |
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