Casdin Capital, LLC
New York NY · SEC CIK 0001534261
$13.21亿2026Q1 申报市值
40持仓数
77.3%前十大占比 · 第一大 19.0%
9 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
TXG 加仓+$1,857.62万
AGMB 新建仓+$1,625.95万
QGEN 新建仓+$1,441.44万
RLAY 加仓+$1,407.92万
GRAL 新建仓+$1,188.64万
2026Q1 卖出最多 按季末市值估算
AVIDITY BIOSCIEN 清仓-$7,213.00万
SPRY 清仓-$1,864.00万
UNH 清仓-$1,650.55万
DXCM 清仓-$1,161.47万
CI 清仓-$1,100.92万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| — | AVIDITY BIOSCIENCES INC | $0 | 0.00% | 0 | -1,000,000 | -100.0% | -$7,213.00万 | 清仓 |
| SPRY | ARS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -1,600,000 | -100.0% | -$1,864.00万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -50,000 | -100.0% | -$1,650.55万 | 清仓 |
| DXCM | DEXCOM INC | $0 | 0.00% | 0 | -175,000 | -100.0% | -$1,161.47万 | 清仓 |
| CI | THE CIGNA GROUP | $0 | 0.00% | 0 | -40,000 | -100.0% | -$1,100.92万 | 清仓 |
| INCY | INCYTE CORP | $0 | 0.00% | 0 | -100,000 | -100.0% | -$987.70万 | 清仓 |
| LEGN | LEGEND BIOTECH CORP | $0 | 0.00% | 0 | -215,000 | -100.0% | -$467.41万 | 清仓 |
| DNA | GINKGO BIOWORKS HOLDINGS INC | $22.37万 | 0.02% | 36,493 | 0 | 0.0% | — | 不变 |
| — | TENAYA THERAPEUTICS INC | $25.06万 | 0.02% | 361,969 | 0 | 0.0% | — | 不变 |
| RXRX | RECURSION PHARMACEUTICALS IN | $50.75万 | 0.04% | 165,323 | 0 | 0.0% | — | 不变 |
| PACB | PACIFIC BIOSCIENCES CALIF IN | $95.54万 | 0.07% | 723,767 | -3,500,000 | -82.9% | -$462.00万 | 减仓 |
| CTNM | CONTINEUM THERAPEUTICS INC | $193.72万 | 0.15% | 148,333 | 0 | 0.0% | — | 不变 |
| BBOT | BRIDGEBIO ONCOLOGY THERAPEUT | $252.67万 | 0.19% | 282,312 | 0 | 0.0% | — | 不变 |
| IPSC | CENTURY THERAPEUTICS INC | $277.57万 | 0.21% | 1,228,190 | 0 | 0.0% | — | 不变 |
| ABSI | ABSCI CORPORATION | $291.98万 | 0.22% | 973,260 | 0 | 0.0% | — | 不变 |
| GLUE | MONTE ROSA THERAPEUTICS INC | $305.99万 | 0.23% | 186,014 | 100,000 | 116.3% | $164.50万 | 加仓 |
| ANL | ADLAI NORTYE LTD | $372.62万 | 0.28% | 538,461 | 538,461 | — | $372.62万 | 新建仓 |
| MRNA | MODERNA INC | $381.00万 | 0.29% | 75,000 | 75,000 | — | $381.00万 | 新建仓 |
| IRON | DISC MEDICINE INC | $415.61万 | 0.31% | 65,000 | 65,000 | — | $415.61万 | 新建仓 |
| NTLA | INTELLIA THERAPEUTICS INC | $455.11万 | 0.34% | 355,000 | 355,000 | — | $455.11万 | 新建仓 |
| MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $838.80万 | 0.64% | 450,000 | 450,000 | — | $838.80万 | 新建仓 |
| VCYT | VERACYTE INC | $889.99万 | 0.67% | 276,308 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC | $979.90万 | 0.74% | 50,000 | 0 | 0.0% | — | 不变 |
| PSNL | PERSONALIS INC | $1,019.20万 | 0.77% | 1,600,000 | 1,600,000 | — | $1,019.20万 | 新建仓 |
| PRME | PRIME MEDICINE INC | $1,102.18万 | 0.83% | 3,167,175 | 0 | 0.0% | — | 不变 |
| GRAL | GRAIL INC | $1,188.64万 | 0.90% | 230,000 | 230,000 | — | $1,188.64万 | 新建仓 |
| SEPN | SEPTERNA INC | $1,329.50万 | 1.01% | 553,268 | 0 | 0.0% | — | 不变 |
| TEM | TEMPUS AI INC | $1,330.04万 | 1.01% | 294,127 | 0 | 0.0% | — | 不变 |
| QGEN | QIAGEN NV | $1,441.44万 | 1.09% | 360,000 | 360,000 | — | $1,441.44万 | 新建仓 |
| TSHA | TAYSHA GENE THERAPIES INC | $1,452.75万 | 1.10% | 3,250,000 | 1,750,000 | 116.7% | $782.25万 | 加仓 |
| HIMS | HIMS & HERS HEALTH INC | $1,453.20万 | 1.10% | 700,000 | 315,000 | 81.8% | $653.94万 | 加仓 |
| AGMB | AGOMAB THERAPEUTICS NV | $1,625.95万 | 1.23% | 1,550,000 | 1,550,000 | — | $1,625.95万 | 新建仓 |
| SRRK | SCHOLAR ROCK HLDG CORP | $1,720.60万 | 1.30% | 350,000 | 90,000 | 34.6% | $442.44万 | 加仓 |
| MAZE | MAZE THERAPEUTICS INC | $2,265.19万 | 1.72% | 758,857 | 0 | 0.0% | — | 不变 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $2,481.53万 | 1.88% | 75,000 | 0 | 0.0% | — | 不变 |
| NGNE | NEUROGENE INC | $2,863.45万 | 2.17% | 1,420,361 | 125,000 | 9.6% | $252.00万 | 加仓 |
| GH | GUARDANT HEALTH INC | $2,909.66万 | 2.20% | 315,000 | -65,000 | -17.1% | -$600.40万 | 减仓 |
| BEAM | BEAM THERAPEUTICS INC | $3,217.05万 | 2.44% | 1,350,000 | -250,000 | -15.6% | -$595.75万 | 减仓 |
| DNLI | DENALI THERAPEUTICS INC | $3,532.80万 | 2.68% | 1,840,000 | 0 | 0.0% | — | 不变 |
| TXG | 10X GENOMICS INC | $4,829.82万 | 3.66% | 2,275,000 | 875,000 | 62.5% | $1,857.62万 | 加仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $5,663.50万 | 4.29% | 1,175,000 | 0 | 0.0% | — | 不变 |
| ILMN | ILLUMINA INC | $6,532.78万 | 4.95% | 530,000 | -70,000 | -11.7% | -$862.82万 | 减仓 |
| LAB | STANDARD BIOTOOLS INC | $8,161.90万 | 6.18% | 88,783,856 | 0 | 0.0% | — | 不变 |
| — | BIOLIFE SOLUTIONS INC | $1.14亿 | 8.61% | 5,957,165 | 0 | 0.0% | — | 不变 |
| RLAY | RELAY THERAPEUTICS INC | $1.43亿 | 10.86% | 14,418,574 | 1,415,000 | 10.9% | $1,407.92万 | 加仓 |
| WGS | GENEDX HOLDINGS CORP | $1.93亿 | 14.62% | 3,007,164 | 0 | 0.0% | — | 不变 |
| RVMD | REVOLUTION MEDICINES INC | $2.51亿 | 18.98% | 2,577,333 | 0 | 0.0% | — | 不变 |