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Casdin Capital’s Denali Therapeutics DNLI Stock Holding History

Casdin Capital’s Portfolio DNLI Stock Details DNLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$35.3M Hold
1,840,000
– – 2.68% 9
2025
Q4 		$30.4M Buy
1,840,000
+950,000
+107% +$16M 1.89% 12
2025
Q3 		$12.9M Hold
890,000
– – 1.08% 17
2025
Q2 		$12.5M Sell
890,000
-100,000
-10% -$1.41M 1.13% 15
2025
Q1 		$13.5M Hold
990,000
– – 1.1% 17
2024
Q4 		$20.2M Hold
990,000
– – 1.34% 17
2024
Q3 		$28.8M Sell
990,000
-310,000
-24% -$7.68M 1.92% 14
2024
Q2 		$30.2M Hold
1,300,000
– – 2.3% 12
2024
Q1 		$26.7M Hold
1,300,000
– – 1.98% 17
2023
Q4 		$27.9M Hold
1,300,000
– – 2.74% 14
2023
Q3 		$26.8M Hold
1,300,000
– – 2.97% 13
2023
Q2 		$38.4M Hold
1,300,000
– – 3.35% 12
2023
Q1 		$30M Hold
1,300,000
– – 2.47% 15
2022
Q4 		$36.2M Buy
1,300,000
+305,000
+31% +$9.08M 2.8% 11
2022
Q3 		$30.5M Sell
995,000
-505,000
-34% -$16.4M 2.01% 15
2022
Q2 		$44.1M Hold
1,500,000
– – 3.73% 12
2022
Q1 		$48.3M Hold
1,500,000
– – 2.16% 17
2021
Q4 		$66.9M Sell
1,500,000
-200,000
-12% -$9.48M 1.89% 18
2021
Q3 		$85.8M Buy
1,700,000
+90,000
+6% +$5.07M 2.13% 17
2021
Q2 		$126M Hold
1,610,000
– – 3.21% 10
2021
Q1 		$91.9M Buy
1,610,000
+300,000
+23% +$20.1M 2.74% 12
2020
Q4 		$110M Hold
1,310,000
– – 3.25% 9
2020
Q3 		$46.9M Hold
1,310,000
– – 2.1% 15
2020
Q2 		$31.7M Sell
1,310,000
-145,000
-10% -$3.41M 1.87% 18
2020
Q1 		$25.5M Buy
1,455,000
+205,000
+16% +$4.28M 2.7% 15
2019
Q4 		$21.8M Buy
1,250,000
+600,000
+92% +$9.99M 2% 16
2019
Q3 		$9.96M Buy
650,000
+250,000
+63% +$4.78M 1.03% 25
2019
Q2 		$8.3M Buy
400,000
+300,000
+300% +$6.72M 0.78% 27
2019
Q1 		$2.32M Hold
100,000
– – 0.26% 29
2018
Q4 		$2.07M Buy
+100,000
New +$1.81M 0.35% 29

Other funds holding DNLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Casdin Capital's DNLI Position: Q1 2026 in Review

Casdin Capital held its Denali Therapeutics (DNLI) position steady in Q1 2026 at 1,840,000 shares worth $35.3M. The position accounts for 2.68% of the portfolio, ranked #9.

Casdin Capital first reported a position in DNLI in Q4 2018 and has held it in 30 quarters since. The position peaked at $126M in Q2 2021. 269 funds tracked by Wall St. Rank hold DNLI as of Q1 2026.

  • Casdin Capital held 1,840,000 shares of Denali Therapeutics worth $35.3M as of Q1 2026.
  • Casdin Capital left its Denali Therapeutics share count unchanged in Q1 2026.
  • Denali Therapeutics made up 2.68% of Casdin Capital's portfolio in Q1 2026, its #9 holding.
  • Casdin Capital first reported a position in Denali Therapeutics in Q4 2018 and has held it in 30 quarters since.
  • Casdin Capital's Denali Therapeutics position peaked at $126M in Q2 2021.
  • 269 funds tracked by Wall St. Rank held Denali Therapeutics as of Q1 2026.

Based on Casdin Capital's 13F filing for Q1 2026, filed 15 May 2026.