Boxer Capital Management’s Kodiak Sciences KOD Stock Holding History

Boxer Capital Management’s Portfolio KOD Stock Details KOD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$57.6M	Buy	1,477,600 +116,600	+9%	+$4.54M	4.34%	5
2026 Q1	$51.9M	Buy	1,361,000 +225,000	+20%	+$5.81M	6.81%	2
2025 Q4	$31.8M	Buy	1,136,000 +386,000	+51%	+$7.9M	6.95%	3
2025 Q3	$12.3M	Hold	750,000	–	–	3.91%	5
2025 Q2	$2.8M	Sell	750,000 -285,000	-28%	-$1.01M	1.41%	13
2025 Q1	$2.91M	Buy	1,035,000 +35,000	+4%	+$190K	0.87%	22
2024 Q4	$9.95M	Buy	+1,000,000	New	+$5.75M	0.85%	32

Other funds holding KOD

BBA

Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return

Jupiter Topco New York $245B AUM

RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Boxer Capital Management's KOD Position: Q2 2026 in Review

Boxer Capital Management increased its Kodiak Sciences (KOD) stake by 8.6% in Q2 2026, buying an estimated $4.54M and bringing the position to 1,477,600 shares worth $57.6M. The position accounts for 4.34% of the portfolio, ranked #5.

Boxer Capital Management first reported a position in KOD in Q4 2024 and has held it in 7 quarters since. 199 funds tracked by Wall St. Rank hold KOD as of Q2 2026.

Boxer Capital Management held 1,477,600 shares of Kodiak Sciences worth $57.6M as of Q2 2026.
Boxer Capital Management bought 116,600 Kodiak Sciences shares in Q2 2026, an estimated $4.54M.
Kodiak Sciences made up 4.34% of Boxer Capital Management's portfolio in Q2 2026, its #5 holding.
Boxer Capital Management first reported a position in Kodiak Sciences in Q4 2024 and has held it in 7 quarters since.
199 funds tracked by Wall St. Rank held Kodiak Sciences as of Q2 2026.

Based on Boxer Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.