Casdin Capital significantly increased its holding in Personalis (PSNL), a cancer genomics company, during the second quarter of 2026. According to a recent SEC filing, the life sciences investor purchased an estimated $12.73 million worth of shares, raising its stake by over 59% to 2.55 million shares. This disclosure, while filed in August, reflects the firm's position as of June 30, 2026, and may not represent its current holdings.
Notably, this substantial share purchase occurred shortly before Tempus AI announced its definitive agreement to acquire Personalis on July 20, 2026. The acquisition news provides significant context to Casdin's increased investment during the preceding quarter. The transaction boosted Casdin's portfolio weight in Personalis from 0.77% to 1.71%.