Senti Biosciences Holdings
SNTI on Nasdaq. Market value $11m.
Should I look at this?
We have not checked this company yet
This is not advice.
Who owns it
None of the long-term investors we follow own it. 18 funds in all.
Largest holders overall
- Nantahala Capital Management$976,800New
- Vanguard Capital Management$591,254New
- Geode Capital Management$205,778New
- Citadel Advisors$117,810New
- Vanguard Fiduciary Trust$100,312New
- Jane Street Group$57,783New
- Menlo Ventures Management, L.P.$39,311New
- Northern Trust$35,369New
- XTX Topco$25,971New
- Virtu Financial$25,000New
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
6 investors own more than 5%.
- Celadon Partners SPV 24at least 54.6%0.0 pts(filed with 2 related holders)Since 3 September 2026
What they said
The Issuer plans to use substantially all of the proceeds from the sale of shares of Common Stock pursuant to the Equity Commitment Letter to support its business following completion of the Merger.
Read the filing - Gurumurthy RamamurthyPassive investor20.0%Since 10 March 2025
What they said
Other than as described above, and except that the Reporting Persons may, from time to time or at any time, subject to market conditions and other factors, purchase additional shares of Common Stock in the open market, in privately negotiated transactions or otherwise, or sell…
Read the filing - Bayer HealthCare LLCPassive investorat least 17.8%−2.2 pts(filed with 3 related holders)Since 27 March 2026
- New Enterprise Associates 15, L.P.Passive investorat least 12.1%−2.4 pts(filed with 6 related holders)Since 27 March 2026
What they said
NEA 15 acquired the NEA 15 Shares for investment purposes. Depending on market conditions, its continuing evaluation of the business and prospects of the Issuer and other factors, NEA 15 and other Reporting Persons may dispose of or acquire additional shares of the Issuer.…
Read the filing - Nantahala Capital Management, LLCPassive investorat least 8.1%0.0 pts(filed with 2 related holders)Since 31 March 2025
- Armistice Capital, LLCPassive investorat least 5.0%−5.0 pts(filed with 1 related holder)Since 31 March 2025
- NANTAHALA CAPITAL PARTNERS LIMITED PARTNERSHIPPassive investorSold down below 5%Since 31 March 2025
- 8VC Fund I, L.P.Passive investorSold down below 5%Since 31 March 2025
| Holder | Stake | Since | |
|---|---|---|---|
Celadon Partners SPV 24 | at least 54.6%0.0 pts (filed with 2 related holders) | 3 September 2026 | What they saidThe Issuer plans to use substantially all of the proceeds from the sale of shares of Common Stock pursuant to the Equity Commitment Letter to support its business following completion of the Merger. Read the filing |
Gurumurthy Ramamurthy Passive investor | 20.0% | 10 March 2025 | What they saidOther than as described above, and except that the Reporting Persons may, from time to time or at any time, subject to market conditions and other factors, purchase additional shares of Common Stock in the open market, in privately negotiated transactions or otherwise, or sell… Read the filing |
Bayer HealthCare LLC Passive investor | at least 17.8%−2.2 pts (filed with 3 related holders) | 27 March 2026 | |
New Enterprise Associates 15, L.P. Passive investor | at least 12.1%−2.4 pts (filed with 6 related holders) | 27 March 2026 | What they saidNEA 15 acquired the NEA 15 Shares for investment purposes. Depending on market conditions, its continuing evaluation of the business and prospects of the Issuer and other factors, NEA 15 and other Reporting Persons may dispose of or acquire additional shares of the Issuer.… Read the filing |
Nantahala Capital Management, LLC Passive investor | at least 8.1%0.0 pts (filed with 2 related holders) | 31 March 2025 | |
Armistice Capital, LLC Passive investor | at least 5.0%−5.0 pts (filed with 1 related holder) | 31 March 2025 | |
NANTAHALA CAPITAL PARTNERS LIMITED PARTNERSHIP Passive investor | Sold down below 5% | 31 March 2025 | |
8VC Fund I, L.P. Passive investor | Sold down below 5% | 31 March 2025 |
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
No insider bought or sold on the open market in the last 12 months.
From Form 4 filings: insiders must report trades in their own company's shares within two days.
The deep dive
Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.
- What the business is worth, as a range, and the margin of safety at today’s price
- Prices to start buying, buy, and buy hard
- The three things that would make this a mistake
- Every number footnoted to the filing it came from
Your first deep dive is free.
Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.