Hudson Bay Capital Management LP

Position in DNLI — Denali Therapeutics Inc.

CIK 1393825 STAMFORD, CT

Position in DNLI

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$6,650,112

-$779,388 QoQ

Shares Held

346,360

-23.0% QoQ

Ownership

0.218%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Healthcare · as of Mar 31, 2026

Hudson Bay Capital Management LP holds $536,414,605 across 150 Biotechnology names. DNLI ranks #24 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BMRN	Biomarin Pharmaceutical Inc	974,776	$55,065,096
2	APLS	Apellis Pharmaceuticals, Inc.	1,190,416	$47,890,435
3	REGN	Regeneron Pharmaceuticals, Inc.	32,001	$24,725,252
4	BNTX	BioNTech SE	275,000	$24,442,000
5	IONS	Ionis Pharmaceuticals Inc	295,100	$22,159,059
6	ARGX	Argenx SE	30,000	$21,907,500
7	VRTX	Vertex Pharmaceuticals Inc / Ma	45,000	$20,094,300
8	IMCR	Immunocore Holdings plc	633,174	$19,090,196

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,650,112	346,360	-23.0%	Shares	Defined	2026-05-13
2025-12-31	$7,429,500	450,000	+47.5%	Shares	Sole	2026-02-13
2025-09-30	$4,428,600	305,000	+5.2%	Shares	Sole	2025-12-15
2025-06-30	$4,057,100	290,000	+16.0%	Shares	Sole	2025-08-18
2025-03-31	$3,398,750	250,000	+170.3%	Shares	Sole	2025-05-14
2024-12-31	$1,885,150	92,500	+168.1%	Shares	Sole	2025-02-14
2024-09-30	$1,004,985	34,500	-80.3%	Shares	Sole	2024-11-13
2024-06-30	$4,063,500	175,000	-20.5%	Shares	Sole	2024-08-14
2024-03-31	$4,514,400	220,000	+25.7%	Shares	Sole	2024-05-15
2023-12-31	$3,755,500	175,000	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.