ADAR1 Capital Management, LLC

Position in DNLI — Denali Therapeutics Inc.

CIK 1940272 AUSTIN, TX

Position in DNLI

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$35,931,936

+$35,071,501 QoQ

Shares Held

1,871,455

+3490.9% QoQ

Ownership

1.18%

of shares outstanding

% of Portfolio

2.26%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2024

9 quarters on record

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

Healthcare · as of Mar 31, 2026

ADAR1 Capital Management, LLC holds $1,362,941,740 across 211 Biotechnology names. DNLI ranks #8 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABVX	Abivax S.A.	1,394,019	$155,224,015
2	PTGX	Protagonist Therapeutics, Inc	994,119	$104,780,142
3	ROIV	Roivant Sciences Ltd.	3,285,906	$91,019,596
4	IMVT	Immunovant, Inc.	2,679,010	$66,546,608
5	TERN	Terns Pharmaceuticals, Inc.	914,699	$48,222,931
6	CYTK	Cytokinetics Inc	632,556	$41,691,765
7	CRNX	Crinetics Pharmaceuticals, Inc.	1,139,331	$41,380,501
8	DNLI	Denali Therapeutics Inc. This page	1,871,455	$35,931,936

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$35,931,936	1,871,455	+3490.9%	Shares	Sole	2026-05-18
2025-12-31	$860,435	52,116	+1.2%	Shares	Sole	2026-02-18
2025-09-30	$748,012	51,516	+44.2%	Shares	Sole	2025-11-14
2025-06-30	$499,666	35,716	+157.4%	Shares	Sole	2025-08-14
2025-03-31	$188,603	13,873	-69.1%	Shares	Sole	2025-05-15
2024-12-31	$913,553	44,826	-56.0%	Shares	Sole	2025-02-13
2024-09-30	$2,966,191	101,826	+168.0%	Shares	Sole	2024-11-14
2024-06-30	$882,360	38,000	+1800.0%	Shares	Sole	2024-08-13
2024-03-31	$41,040	2,000	—	Shares	Sole	2024-05-15
No filing history on record for this holder in this stock.