Hudson Bay Capital Management LP
Position in DNLI — Denali Therapeutics Inc.
CIK 1393825
STAMFORD, CT
Position in DNLI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,343,600
-$3,306,512 QoQ
Shares Held
130,000
-62.5% QoQ
Ownership
0.081%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#78
of 290 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DNLI Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Hudson Bay Capital Management LP holds $565,820,903 across 77 Biotechnology names. DNLI ranks #29 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
390,440 | $193,943,261 | |
| 2 | BMRN |
Biomarin Pharmaceutical Inc
|
825,002 | $47,206,614 | |
| 3 | ALNY |
Alnylam Pharmaceuticals, Inc.
|
148,720 | $44,769,181 | |
| 4 | BNTX |
BioNTech SE
|
260,000 | $24,193,000 | |
| 5 | IMCR |
Immunocore Holdings plc
|
590,000 | $18,732,500 | |
| 6 | TECH |
BIO-TECHNE Corp
|
200,000 | $14,130,000 | |
| 7 | VIR |
Vir Biotechnology, Inc.
|
1,364,000 | $13,899,160 | |
| 8 | PTCT |
Ptc Therapeutics, Inc.
|
159,778 | $13,033,091 |
All Filings in DNLI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,343,600 | 130,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,650,112 | 346,360 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $7,429,500 | 450,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,428,600 | 305,000 | Shares | Sole | 2025-12-15 | |
| 2025-06-30 | $4,057,100 | 290,000 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $3,398,750 | 250,000 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,885,150 | 92,500 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,004,985 | 34,500 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,063,500 | 175,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,514,400 | 220,000 | 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. | ||||||