Julian Baker’s Denali Therapeutics DNLI Stock Holding History

Julian Baker’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 Q2	$96M	Buy	3,734,336 +2,641	+0.1%	+$54.3K	0.48%	28
2026 Q1	$71.6M	Hold	3,731,695	–	–	0.41%	30
2025 Q4	$61.6M	Hold	3,731,695	–	–	0.36%	35
2025 Q3	$54.2M	Hold	3,731,695	–	–	0.39%	27
2025 Q2	$52.2M	Hold	3,731,695	–	–	0.51%	24
2025 Q1	$50.7M	Hold	3,731,695	–	–	0.56%	20
2024 Q4	$76.1M	Hold	3,731,695	–	–	0.81%	18
2024 Q3	$109M	Hold	3,731,695	–	–	1.13%	14
2024 Q2	$86.6M	Hold	3,731,695	–	–	1.11%	15
2024 Q1	$76.6M	Buy	3,731,695 +1,124,499	+43%	+$21.1M	0.96%	15
2023 Q4	$56M	Buy	2,607,196 +315,193	+14%	+$6.24M	0.64%	20
2023 Q3	$47.3M	Buy	2,292,003 +836,681	+57%	+$21.2M	0.27%	24
2023 Q2	$42.9M	Buy	1,455,322 +366,584	+34%	+$10.3M	0.25%	27
2023 Q1	$25.1M	Hold	1,088,738	–	–	0.14%	34
2022 Q4	$30.3M	Buy	1,088,738 +500,000	+85%	+$14.9M	0.18%	30
2022 Q3	$18.1M	Hold	588,738	–	–	0.12%	52
2022 Q2	$17.3M	Buy	588,738 +500,000	+563%	+$13.1M	0.1%	52
2022 Q1	$2.85M	Hold	88,738	–	–	0.02%	98
2021 Q4	$3.96M	Hold	88,738	–	–	0.02%	97
2021 Q3	$4.48M	Hold	88,738	–	–	0.02%	99
2021 Q2	$6.96M	Hold	88,738	–	–	0.03%	88
2021 Q1	$5.07M	Hold	88,738	–	–	0.02%	94
2020 Q4	$7.43M	Sell	88,738 -10,662	-11%	-$645K	0.03%	83
2020 Q3	$3.56M	Sell	99,400 -5,500	-5%	-$166K	0.01%	87
2020 Q2	$2.54M	Hold	104,900	–	–	0.01%	96
2020 Q1	$1.84M	Buy	+104,900	New	+$2.19M	0.01%	92

Other funds holding DNLI

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Julian Baker's DNLI Position: Q2 2026 in Review

Julian Baker increased its Denali Therapeutics (DNLI) stake by 0.07% in Q2 2026, buying an estimated $54.3K and bringing the position to 3,734,336 shares worth $96M. The position accounts for 0.48% of the portfolio, ranked #28.

Julian Baker first reported a position in DNLI in Q1 2020 and has held it in 26 quarters since. The position peaked at $109M in Q3 2024. 290 funds tracked by Wall St. Rank hold DNLI as of Q2 2026.

Julian Baker held 3,734,336 shares of Denali Therapeutics worth $96M as of Q2 2026.
Julian Baker bought 2,641 Denali Therapeutics shares in Q2 2026, an estimated $54.3K.
Denali Therapeutics made up 0.48% of Julian Baker's portfolio in Q2 2026, its #28 holding.
Julian Baker first reported a position in Denali Therapeutics in Q1 2020 and has held it in 26 quarters since.
Julian Baker's Denali Therapeutics position peaked at $109M in Q3 2024.
290 funds tracked by Wall St. Rank held Denali Therapeutics as of Q2 2026.

Based on Baker Bros. Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.