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Disclosery

Casdin Capital, LLC: RLAY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Casdin Capital, LLC on RLAY, newest first. How the timeline and the estimate are built.

Casdin Capital, LLC held 16,035,240 RLAY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,035,240 shares
    Change vs previous 13F +1,616,666 shares

    15.02% of the 13F portfolio, value $300,019,340.

    13F-HR 0000919574-26-005491 filed by Casdin Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 14,418,574 shares
    Change vs previous 13F +1,415,000 shares

    10.86% of the 13F portfolio, value $143,464,811.

    13F-HR 0000919574-26-003451 filed by Casdin Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 13,003,574 shares
    Change vs previous 13F +1,662,193 shares

    6.83% of the 13F portfolio, value $110,010,236.

    13F-HR 0000919574-26-001181 filed by Casdin Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 11,341,381 shares
    Change vs previous 13F -57,193 shares

    4.94% of the 13F portfolio, value $59,202,009.

    13F-HR 0000919574-25-007006 filed by Casdin Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 11,398,574 shares
    Change vs previous 13F +2,300,000 shares

    3.59% of the 13F portfolio, value $39,439,066.

    13F-HR 0000919574-25-004903 filed by Casdin Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 9,098,574 shares
    Change vs previous 13F +150,000 shares

    1.95% of the 13F portfolio, value $23,838,264.

    13F-HR 0000919574-25-003248 filed by Casdin Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 8,948,574 shares
    Change vs previous 13F -302,534 shares

    2.47% of the 13F portfolio, value $36,868,125.

    13F-HR 0000919574-25-001518 filed by Casdin Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 9,251,108 shares
    Change vs previous 13F not available

    4.37% of the 13F portfolio, value $65,497,845.

    13F-HR 0000919574-24-006736 filed by Casdin Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).