DNTH β€” DIANTHUS THERAPEUTICS INC

Ownership history in GREAT POINT PARTNERS LLC  Β·  7 quarters on record

This page tracks every 13F SEC filing in which GREAT POINT PARTNERS LLC reported a position in DIANTHUS THERAPEUTICS INC (DNTH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
4.68% (2025 Q4)
πŸ“Š Avg. % of fund
3.34%
πŸ“… First filed
2024 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
7

Position Intelligence

GREAT POINT PARTNERS LLC Γ— DNTH AI Analytics

πŸ“ˆ GREAT POINT PARTNERS LLC outperformed the S&P 500 by +51.1% annually on this DNTH position. Timing score: 67% (2/3 decisions correct). Average cost basis: $31.82. Maximum drawdown during holding period: –33.7%.

πŸ“ˆ Position Alpha vs SPY
+51.1%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 51.1% per year on this position.
5 quarters analyzed

⏱️ Timing Score
67%

βœ… Decent timing β€” more right than wrong on entries and exits.
2 of 3 add/trim decisions correct

πŸ’° Entry Quality
$31.82
+29.5% vs current ($41.21)

Best entry: $25.88 (2024 Q2)  Β·  Worst: $41.21 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–33.7%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
60%
buy-side decisions

3 adds Β· 2 trims. Bought during 0 of 2 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ GREAT POINT PARTNERS LLC has been actively increasing its DNTH allocation β€” a bullish signal from insiders.
Currently 4.68% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    DNTH price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 350,000 +84,197 +31.7% 4.68% $14.4M $41.21
2025 Q3 REDUCED 265,803 -9,197 -3.3% 4.31% $10.5M $39.35
2025 Q1 UNCHANGED 275,000 β€” 0% 2.64% $5.0M $18.14
2024 Q4 UNCHANGED 275,000 β€” 0% 2.83% $6.0M $21.80
2024 Q3 REDUCED 275,000 -482,929 -63.7% 2.22% $7.5M $27.38
2024 Q2 ADDED 757,929 +132,929 +21.3% 3.76% $19.6M $25.88
2024 Q1 INITIATED 625,000 β€” β€” 2.92% $18.8M β€”
← Back to GREAT POINT PARTNERS LLC Holdings