Venrock Adviser, LLC DNTH DIANTHUS THERAPEUTICS INC

Ownership history in Venrock Adviser, LLC  ·  11 quarters on record

AI Ownership Summary

Venrock Adviser, LLC reported DIANTHUS THERAPEUTICS INC (DNTH) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 3.7% in 2026 Q1. The latest visible filing shows DNTH at 3.70% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DNTH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Venrock Adviser, LLC's position in DIANTHUS THERAPEUTICS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DNTH was reported at 3.70% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.7% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Venrock Adviser, LLC held DNTH — position size vs. price
% of Fund (quarterly)    DNTH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 1,180,000 +180,000 +18.0% 3.70% $99.0M 2026-05-15 $86.16
2025 Q4 ADDED 1,000,000 +39,197 +4.1% 2.04% $41.2M 2026-02-17 $49.21
2025 Q3 REDUCED 960,803 -39,197 -3.9% 2.13% $37.8M 2025-11-14 $40.85
2025 Q2 REDUCED 42.7% +112.3% 1,000,000 -744,373 -42.7% 1.40% $18.6M 2025-08-14 $20.25
2025 Q1 UNCHANGED 1,744,373 0% 2.69% $31.6M 2025-05-15 $18.75
2024 Q4 UNCHANGED 1,744,373 0% 2.61% $38.0M 2025-02-14 $24.49
2024 Q3 REDUCED 16.7% -21.5% 1,744,373 -350,000 -16.7% 2.50% $47.8M 2024-11-14 $25.49
2024 Q2 UNCHANGED 2,094,373 0% 3.45% $54.2M 2024-08-14 $28.50
2024 Q1 ADDED 2,094,373 +1,166,667 +125.8% 2.99% $62.8M 2024-05-15 $27.69
2023 Q4 UNCHANGED 927,706 0% 0.66% $9.6M 2024-02-14 $23.76
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Venrock Adviser, LLC and DNTH

These are the practical questions this page is built to answer before you even open the full history table.

How long has Venrock Adviser, LLC reported owning DNTH?

Venrock Adviser, LLC reported DNTH across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported DNTH position in Venrock Adviser, LLC's portfolio?

The largest reported portfolio weight for DNTH was 3.70% in 2026 Q1.

What is the latest reported DNTH position on this page?

The most recent filing on this page is 2026 Q1, when Venrock Adviser, LLC reported 1,180,000 shares, equal to 3.70% of portfolio, with an estimated market value of $99.0M.

What does the chart on this DNTH ownership page compare?

The chart compares Venrock Adviser, LLC's quarterly DNTH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Venrock Adviser, LLC time their DNTH position?

Based on 13F filing dates vs. subsequent DNTH price moves, Venrock Adviser, LLC correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on DNTH relative to SPY over the holding period was +82.2%.

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