小隐寺数据中心API 小隐寺主站

Casdin Capital, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Casdin Capital, LLC

报告期 2026-03-31 · CIK 0001534261

持仓数

40

前50大市值合计

$1.32B

报告期

2026-03-31

当前持仓调仓

前 40 大持仓

标的

类型

市值

股数

占比*

RVMD REVOLUTION MEDICINES INC

COM

$250.6M

2,577,333

19.0%

WGS GENEDX HOLDINGS CORP

COM CL A

$193.1M

3,007,164

14.6%

RLAY RELAY THERAPEUTICS INC

COM

$143.5M

14,418,574

10.9%

BLFS BIOLIFE SOLUTIONS INC

COM NEW

$113.7M

5,957,165

8.6%

LAB STANDARD BIOTOOLS INC

COM

$81.6M

88,783,856

6.2%

ILMN ILLUMINA INC

COM

$65.3M

530,000

4.9%

GPCR STRUCTURE THERAPEUTICS INC

SPONSORED ADS

$56.6M

1,175,000

4.3%

TXG 10X GENOMICS INC

CL A COM

$48.3M

2,275,000

3.7%

DNLI DENALI THERAPEUTICS INC

COM

$35.3M

1,840,000

2.7%

BEAM BEAM THERAPEUTICS INC

COM

$32.2M

1,350,000

2.4%

GH GUARDANT HEALTH INC

COM

$29.1M

315,000

2.2%

NGNE NEUROGENE INC

COM

$28.6M

1,420,361

2.2%

ALNY ALNYLAM PHARMACEUTICALS INC

COM

$24.8M

75,000

1.9%

MAZE MAZE THERAPEUTICS INC

COM

$22.7M

758,857

1.7%

SRRK SCHOLAR ROCK HLDG CORP

COM

$17.2M

350,000

1.3%

AGMB AGOMAB THERAPEUTICS NV

SPONSORED ADS

$16.3M

1,550,000

1.2%

HIMS HIMS & HERS HEALTH INC

COM CL A

$14.5M

700,000

1.1%

TSHA TAYSHA GENE THERAPIES INC

COM SHS

$14.5M

3,250,000

1.1%

— QIAGEN NV

ORD SHARES

$14.4M

360,000

1.1%

TEM TEMPUS AI INC

CL A

$13.3M

294,127

1.0%

SEPN SEPTERNA INC

COM

$13.3M

553,268

1.0%

GRAL GRAIL INC

COM

$11.9M

230,000

0.9%

PRME PRIME MEDICINE INC

COM

$11.0M

3,167,175

0.8%

PSNL PERSONALIS INC

COM

$10.2M

1,600,000

0.8%

DGX QUEST DIAGNOSTICS INC

COM

$9.8M

50,000

0.7%

VCYT VERACYTE INC

COM

$8.9M

276,308

0.7%

MLTX MOONLAKE IMMUNOTHERAPEUTICS

CLASS A ORD

$8.4M

450,000

0.6%

NTLA INTELLIA THERAPEUTICS INC

COM

$4.6M

355,000

0.3%

IRON DISC MEDICINE INC

COM

$4.2M

65,000

0.3%

MRNA MODERNA INC

COM

$3.8M

75,000

0.3%

ANL ADLAI NORTYE LTD

SPONSORED ADS

$3.7M

538,461

0.3%

GLUE MONTE ROSA THERAPEUTICS INC

COM

$3.1M

186,014

0.2%

ABSI ABSCI CORPORATION

COM

$2.9M

973,260

0.2%

IPSC CENTURY THERAPEUTICS INC

COM

$2.8M

1,228,190

0.2%

BBOT BRIDGEBIO ONCOLOGY THERAPEUT

COM NEW

$2.5M

282,312

0.2%

CTNM CONTINEUM THERAPEUTICS INC

CL A

$1.9M

148,333

0.1%

PACB PACIFIC BIOSCIENCES CALIF IN

COM

$955.4K

723,767

0.1%

RXRX RECURSION PHARMACEUTICALS IN

CL A

$507.5K

165,323

0.0%

TNYA TENAYA THERAPEUTICS INC

COM

$250.6K

361,969

0.0%

DNA GINKGO BIOWORKS HOLDINGS INC

CL A NEW

$223.7K

36,493

0.0%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

64%前 6 大占比

RVMD19.0%WGS14.6%RLAY10.9%BLFS8.6%LAB6.2%ILMN4.9%