DAFNA Capital Management’s Stoke Therapeutics STOK Stock Holding History

DAFNA Capital Management’s Portfolio STOK Stock Details STOK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.28M	Hold	130,875	–	–	0.82%	28
2026 Q1	$4.26M	Buy	130,875 +22,000	+20%	+$721K	0.97%	29
2025 Q4	$3.46M	Sell	108,875 -60,916	-36%	-$1.83M	0.8%	33
2025 Q3	$3.99M	Sell	169,791 -332,181	-66%	-$5.69M	0.99%	26
2025 Q2	$5.7M	Buy	501,972 +57,974	+13%	+$550K	1.57%	17
2025 Q1	$2.95M	Buy	443,998 +272,901	+160%	+$2.54M	0.84%	31
2024 Q4	$1.89M	Sell	171,097 -36,330	-18%	-$446K	0.48%	39
2024 Q3	$2.55M	Hold	207,427	–	–	0.6%	41
2024 Q2	$2.8M	Buy	207,427 +62,427	+43%	+$843K	0.67%	37
2024 Q1	$1.96M	Buy	+145,000	New	+$878K	0.45%	46

Other funds holding STOK

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LCM

Lynx1 Capital Management San Juan, Puerto Rico $866M AUM 231.68% 1-Year Est. Return

Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BBA

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

DAFNA Capital Management's STOK Position: Q2 2026 in Review

DAFNA Capital Management held its Stoke Therapeutics (STOK) position steady in Q2 2026 at 130,875 shares worth $4.28M. The position accounts for 0.82% of the portfolio, ranked #28.

DAFNA Capital Management first reported a position in STOK in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.7M in Q2 2025. 197 funds tracked by Wall St. Rank hold STOK as of Q2 2026.

DAFNA Capital Management held 130,875 shares of Stoke Therapeutics worth $4.28M as of Q2 2026.
DAFNA Capital Management left its Stoke Therapeutics share count unchanged in Q2 2026.
Stoke Therapeutics made up 0.82% of DAFNA Capital Management's portfolio in Q2 2026, its #28 holding.
DAFNA Capital Management first reported a position in Stoke Therapeutics in Q1 2024 and has held it in 10 quarters since.
DAFNA Capital Management's Stoke Therapeutics position peaked at $5.7M in Q2 2025.
197 funds tracked by Wall St. Rank held Stoke Therapeutics as of Q2 2026.

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