Casdin Capital, LLC
New York NY · SEC CIK 0001534261
$19.98亿2026Q2 申报市值
43持仓数
77.4%前十大占比 · 第一大 24.2%
6 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
WGS 加仓+$4,805.50万
RLAY 加仓+$3,024.78万
PBLS 新建仓+$1,767.25万
SION 新建仓+$1,759.60万
SRRK 加仓+$1,732.50万
2026Q2 卖出最多 按季末市值估算
TXG 减仓-$4,696.65万
BIOLIFE SOLUTION 减仓-$3,677.31万
GH 减仓-$1,950.39万
QGEN 清仓-$1,441.44万
TEM 清仓-$1,330.04万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| RVMD | REVOLUTION MEDICINES INC | $4.83亿 | 24.16% | 2,577,333 | 0 | 0.0% | — | 不变 |
| RLAY | RELAY THERAPEUTICS INC | $3.00亿 | 15.02% | 16,035,240 | 1,616,666 | 11.2% | $3,024.78万 | 加仓 |
| WGS | GENEDX HOLDINGS CORP | $2.54亿 | 12.74% | 3,707,164 | 700,000 | 23.3% | $4,805.50万 | 加仓 |
| — | BIOLIFE SOLUTIONS INC | $1.31亿 | 6.58% | 4,655,000 | -1,302,165 | -21.9% | -$3,677.31万 | 减仓 |
| ILMN | ILLUMINA INC | $9,318.99万 | 4.66% | 530,000 | 0 | 0.0% | — | 不变 |
| LAB | STANDARD BIOTOOLS INC | $7,304.25万 | 3.66% | 88,783,856 | 0 | 0.0% | — | 不变 |
| GPCR | STRUCTURE THERAPEUTICS INC | $6,306.23万 | 3.16% | 1,175,000 | 0 | 0.0% | — | 不变 |
| DNLI | DENALI THERAPEUTICS INC | $5,259.74万 | 2.63% | 2,045,000 | 205,000 | 11.1% | $527.26万 | 加仓 |
| NGNE | NEUROGENE INC | $4,860.16万 | 2.43% | 1,545,361 | 125,000 | 8.8% | $393.12万 | 加仓 |
| BEAM | BEAM THERAPEUTICS INC | $4,633.20万 | 2.32% | 1,350,000 | 0 | 0.0% | — | 不变 |
| TXG | 10X GENOMICS INC | $4,025.70万 | 2.02% | 1,050,000 | -1,225,000 | -53.8% | -$4,696.65万 | 减仓 |
| SRRK | SCHOLAR ROCK HLDG CORP | $3,657.50万 | 1.83% | 665,000 | 315,000 | 90.0% | $1,732.50万 | 加仓 |
| PSNL | PERSONALIS INC | $3,417.00万 | 1.71% | 2,550,000 | 950,000 | 59.4% | $1,273.00万 | 加仓 |
| GRAL | GRAIL INC | $3,276.96万 | 1.64% | 480,000 | 250,000 | 108.7% | $1,706.75万 | 加仓 |
| GH | GUARDANT HEALTH INC | $2,775.55万 | 1.39% | 185,000 | -130,000 | -41.3% | -$1,950.39万 | 减仓 |
| MAZE | MAZE THERAPEUTICS INC | $2,518.07万 | 1.26% | 843,857 | 85,000 | 11.2% | $253.64万 | 加仓 |
| HIMS | HIMS & HERS HEALTH INC | $2,426.90万 | 1.21% | 700,000 | 0 | 0.0% | — | 不变 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $2,257.72万 | 1.13% | 75,000 | 0 | 0.0% | — | 不变 |
| TSHA | TAYSHA GENE THERAPIES INC | $2,213.25万 | 1.11% | 3,250,000 | 0 | 0.0% | — | 不变 |
| AGMB | AGOMAB THERAPEUTICS NV | $2,011.90万 | 1.01% | 1,550,000 | 0 | 0.0% | — | 不变 |
| SEPN | SEPTERNA INC | $1,852.89万 | 0.93% | 553,268 | 0 | 0.0% | — | 不变 |
| PBLS | PARABILIS MEDICINES INC | $1,767.25万 | 0.88% | 645,690 | 645,690 | — | $1,767.25万 | 新建仓 |
| SION | SIONNA THERAPEUTICS INC | $1,759.60万 | 0.88% | 400,000 | 400,000 | — | $1,759.60万 | 新建仓 |
| VCYT | VERACYTE INC | $1,622.76万 | 0.81% | 276,308 | 0 | 0.0% | — | 不变 |
| ANL | ADLAI NORTYE LTD | $1,437.50万 | 0.72% | 1,250,000 | 711,539 | 132.1% | $818.27万 | 加仓 |
| PRME | PRIME MEDICINE INC | $1,168.69万 | 0.58% | 3,167,175 | 0 | 0.0% | — | 不变 |
| ABSI | ABSCI CORPORATION | $1,128.01万 | 0.56% | 973,260 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC | $1,059.75万 | 0.53% | 50,000 | 0 | 0.0% | — | 不变 |
| SRPT | SAREPTA THERAPEUTICS INC | $844.59万 | 0.42% | 470,000 | 470,000 | — | $844.59万 | 新建仓 |
| QURE | UNIQURE NV | $690.90万 | 0.35% | 150,000 | 150,000 | — | $690.90万 | 新建仓 |
| NTLA | INTELLIA THERAPEUTICS INC | $600.66万 | 0.30% | 355,000 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC | $525.23万 | 0.26% | 75,000 | 0 | 0.0% | — | 不变 |
| IRON | DISC MEDICINE INC | $475.41万 | 0.24% | 65,000 | 0 | 0.0% | — | 不变 |
| GLUE | MONTE ROSA THERAPEUTICS INC | $450.15万 | 0.23% | 186,014 | 0 | 0.0% | — | 不变 |
| IPSC | CENTURY THERAPEUTICS INC | $300.91万 | 0.15% | 1,228,190 | 0 | 0.0% | — | 不变 |
| CTNM | CONTINEUM THERAPEUTICS INC | $243.12万 | 0.12% | 148,333 | 0 | 0.0% | — | 不变 |
| BBOT | BRIDGEBIO ONCOLOGY THERAPEUT | $215.12万 | 0.11% | 282,312 | 0 | 0.0% | — | 不变 |
| EDIT | EDITAS MEDICINE INC | $144.18万 | 0.07% | 445,000 | 445,000 | — | $144.18万 | 新建仓 |
| PACB | PACIFIC BIOSCIENCES CALIF IN | $121.59万 | 0.06% | 723,767 | 0 | 0.0% | — | 不变 |
| KARD | KARDIGAN INC | $119.25万 | 0.06% | 50,000 | 50,000 | — | $119.25万 | 新建仓 |
| RXRX | RECURSION PHARMACEUTICALS IN | $60.67万 | 0.03% | 165,323 | 0 | 0.0% | — | 不变 |
| DNA | GINKGO BIOWORKS HOLDINGS INC | $36.16万 | 0.02% | 36,493 | 0 | 0.0% | — | 不变 |
| — | TENAYA THERAPEUTICS INC | $26.75万 | 0.01% | 361,969 | 0 | 0.0% | — | 不变 |
| QGEN | QIAGEN NV | $0 | 0.00% | 0 | -360,000 | -100.0% | -$1,441.44万 | 清仓 |
| TEM | TEMPUS AI INC | $0 | 0.00% | 0 | -294,127 | -100.0% | -$1,330.04万 | 清仓 |
| MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $0 | 0.00% | 0 | -450,000 | -100.0% | -$838.80万 | 清仓 |