What smart money is saying about Denali Therapeutics
DNLI
No fund has written a full thesis on Denali Therapeutics in our archive, but 1 fund letter reports a position in it — most recently ACATIS Investment Report in July 2026.
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1
Reported positions
0
Bought
0
Sold
1
Letter
Position history
Every position in Denali Therapeutics on record in the archive was reported in Q3 2026, across 1 fund letter, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
Fund activity · 1 position
- July 2026
“5 Countercyclical. When the market turns away, we lean in. The most heavily weighted sector at the moment is health care, which is wrongly ignored by the market despite the big issue of an aging population. One example is Twist Bioscience, which has become one of the top ten positions in the portfolio with a performance of 220%. Another mostly unknown company is Denali Therapeutics, whose transport vehicle platform is nee- ded to transport enzymes or antibodies through the blood-brain barrier, so that active ingredients can reach their intended destination.”
Denali Therapeutics
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