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Casdin Capital, LLC · 13F 持仓分析
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Casdin Capital, LLC

No.1752 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$19.98亿
环比变动 Q1 2026
+$6.77亿+51.3%
持仓股票数
43
新买入
6
加仓
9
减仓
3
清仓
3
持股不变
25
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
RREVOLUTION MEDICINES COMRVMD
24.16%18.98%$4.83亿257.7万股$2.51亿257.7万股00.00%持仓不变
RELAY THERAPEUTICSRLAY
15.02%10.86%$3.00亿1,603.5万股$1.43亿1,441.9万股+161.7万股+11.21%加仓
GENEDXWGS
12.74%14.62%$2.54亿370.7万股$1.93亿300.7万股+70.0万股+23.28%加仓
BBIOLIFE SOLUTIONSBLFS
6.58%8.61%$1.31亿465.5万股$1.14亿595.7万股-130.2万股-21.86%减仓
ILLUMINAILMN
4.66%4.95%$9,319.0万53.0万股$6,532.8万53.0万股00.00%持仓不变
SSTANDARD BIOTOOLS INC COMLAB
3.66%6.18%$7,304.2万8,878.4万股$8,161.9万8,878.4万股00.00%持仓不变
STRUCTURE THERAPEUTICSGPCR
3.16%4.29%$6,306.2万117.5万股$5,663.5万117.5万股00.00%持仓不变
DENALI THERAPEUTICSDNLI
2.63%2.68%$5,259.7万204.5万股$3,532.8万184.0万股+20.5万股+11.14%加仓
NNEUROGENE INC COMNGNE
2.43%2.17%$4,860.2万154.5万股$2,863.4万142.0万股+12.5万股+8.80%加仓
BBEAM THERAPEUTICSBEAM
2.32%2.44%$4,633.2万135.0万股$3,217.1万135.0万股00.00%持仓不变
110X GENOMICSTXG
2.02%3.66%$4,025.7万105.0万股$4,829.8万227.5万股-122.5万股-53.85%减仓
SCHOLAR ROCKSRRK
1.83%1.3%$3,657.5万66.5万股$1,720.6万35.0万股+31.5万股+90.00%加仓
PERSONALISPSNL
1.71%0.77%$3,417.0万255.0万股$1,019.2万160.0万股+95.0万股+59.38%加仓
GRAILGRAL
1.64%0.9%$3,277.0万48.0万股$1,188.6万23.0万股+25.0万股+108.70%加仓
Guardant HealthGH
1.39%2.2%$2,775.6万18.5万股$2,909.7万31.5万股-13.0万股-41.27%减仓
MMAZE THERAPEUTICSMAZE
1.26%1.72%$2,518.1万84.4万股$2,265.2万75.9万股+8.5万股+11.20%加仓
HHIMS & HERS HEALTHHIMS
1.21%1.1%$2,426.9万70.0万股$1,453.2万70.0万股00.00%持仓不变
阿里拉姆制药ALNY
1.13%1.88%$2,257.7万7.5万股$2,481.5万7.5万股00.00%持仓不变
TAYSHA GENE THERAPIESTSHA
1.11%1.1%$2,213.3万325.0万股$1,452.8万325.0万股00.00%持仓不变
AAGOMAB THERAPEUTICS NV SPONSORED ADSAGMB
1.01%1.23%$2,011.9万155.0万股$1,626.0万155.0万股00.00%持仓不变
SSEPTERNASEPN
0.93%1.01%$1,852.9万55.3万股$1,329.5万55.3万股00.00%持仓不变
PPARABILIS MEDICINES INCPBLS
0.88%$1,767.3万64.6万股$00股+64.6万股新买入
SSIONNA THERAPEUTICSSION
0.88%$1,759.6万40.0万股$00股+40.0万股新买入
VVERACYTEVCYT
0.81%0.67%$1,622.8万27.6万股$890.0万27.6万股00.00%持仓不变
AADLAI NORYTE LTDANL
0.72%0.28%$1,437.5万125.0万股$372.6万53.8万股+71.2万股+132.14%加仓
PPRIME MEDICINEPRME
0.58%0.83%$1,168.7万316.7万股$1,102.2万316.7万股00.00%持仓不变
AABSCI CORPORATION COMABSI
0.56%0.22%$1,128.0万97.3万股$292.0万97.3万股00.00%持仓不变
奎斯特诊断DGX
0.53%0.74%$1,059.8万5.0万股$979.9万5.0万股00.00%持仓不变
SAREPTA THERAPEUTICSSRPT
0.42%$844.6万47.0万股$00股+47.0万股新买入
UNIQUREQURE
0.35%$690.9万15.0万股$00股+15.0万股新买入
IINTELLIA THERAPEUTICSNTLA
0.3%0.34%$600.7万35.5万股$455.1万35.5万股00.00%持仓不变
莫德纳MRNA
0.26%0.29%$525.2万7.5万股$381.0万7.5万股00.00%持仓不变
DISC MEDICINEIRON
0.24%0.31%$475.4万6.5万股$415.6万6.5万股00.00%持仓不变
MMONTE ROSA THERAPEUTICSGLUE
0.23%0.23%$450.2万18.6万股$306.0万18.6万股00.00%持仓不变
CCENTURY THERAPEUTICS INC COMIPSC
0.15%0.21%$300.9万122.8万股$277.6万122.8万股00.00%持仓不变
CONTINEUM THERAPEUTICSCTNM
0.12%0.15%$243.1万14.8万股$193.7万14.8万股00.00%持仓不变
BBRIDGEBIO ONCOLOGY THERAPEUTBBOT
0.11%0.19%$215.1万28.2万股$252.7万28.2万股00.00%持仓不变
EEDITAS MEDICINEEDIT
0.07%$144.2万44.5万股$00股+44.5万股新买入
PPACIFIC BIOSCIENCES CALIF INC COMPACB
0.06%0.07%$121.6万72.4万股$95.5万72.4万股00.00%持仓不变
KKARDIGAN INCKARD
0.06%$119.3万5.0万股$00股+5.0万股新买入
RRECURSION PHARMACEUTICALCLASS ARXRX
0.03%0.04%$60.7万16.5万股$50.8万16.5万股00.00%持仓不变
GGINKGO BIOWORKSDNA
0.02%0.02%$36.2万3.6万股$22.4万3.6万股00.00%持仓不变
TTENAYA THERAPEUTICS INC COMTNYA
0.01%0.02%$26.8万36.2万股$25.1万36.2万股00.00%持仓不变

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