SEC 13F Intelligence

Casdin Capital, LLC / DNLI

Casdin Capital, LLC’s Denali Therapeutics Inc Position

Does Casdin Capital, LLC own Denali Therapeutics Inc (DNLI)? Yes — 1.84M shares worth $35M (+2.68% of its 13F portfolio) as of Q1 2026.

Position Value
$35M
Q1 2026
Shares
1.84M
% of Portfolio
+2.68%
Quarters Held
30
currently held

Position History DNLI

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $2MQ2 ’19: $8.3BQ3 ’19: $18.3BQ4 ’19: $22MQ4 ’19Q1 ’20: $25MQ2 ’20: $32MQ3 ’20: $47MQ4 ’20: $110MQ4 ’20Q1 ’21: $92MQ2 ’21: $126MQ3 ’21: $86MQ4 ’21: $67MQ4 ’21Q1 ’22: $48MQ2 ’22: $44MQ3 ’22: $31MQ4 ’22: $36MQ4 ’22Q1 ’23: $30MQ2 ’23: $38MQ3 ’23: $27MQ4 ’23: $28MQ4 ’23Q1 ’24: $27MQ2 ’24: $30MQ3 ’24: $29MQ4 ’24: $20MQ4 ’24Q1 ’25: $13MQ2 ’25: $12MQ3 ’25: $13MQ4 ’25: $30MQ4 ’25Q1 ’26: $35Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.84M$35M+2.68%
Q4 20251.84M$30M+1.89%
Q3 2025890.0K$13M+1.08%
Q2 2025890.0K$12M+1.13%
Q1 2025990.0K$13M+1.10%
Q4 2024990.0K$20M+1.34%
Q3 2024990.0K$29M+1.92%
Q2 20241.30M$30M+2.31%
Q1 20241.30M$27M+1.98%
Q4 20231.30M$28M+2.74%
Q3 20231.30M$27M+2.97%
Q2 20231.30M$38M+3.35%
Q1 20231.30M$30M+2.47%
Q4 20221.30M$36M+2.80%
Q3 2022995.0K$31M+2.01%
Q2 20221.50M$44M+3.73%
Q1 20221.50M$48M+2.16%
Q4 20211.50M$67M+1.89%
Q3 20211.70M$86M+2.13%
Q2 20211.61M$126M+3.21%
Q1 20211.61M$92M+2.74%
Q4 20201.31M$110M+3.25%
Q3 20201.31M$47M+2.10%
Q2 20201.31M$32M+1.87%
Q1 20201.46M$25M+2.70%
Q4 20191.25M$22M+2.00%
Q3 20191.05M$18.3B+1.05%
Q2 2019400.0K$8.3B+0.78%
Q1 2019100.0K$2M+0.26%
Q4 2018100.0K$2M+0.35%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Casdin Capital, LLC’s full portfolio or all institutional holders of DNLI.