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 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

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LCM

Lynx1 Capital Management San Juan, Puerto Rico $633M AUM 173.22% 1-Year Est. Return

Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BBA

Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return

DAFNA Capital Management's STOK Position: Q1 2026 in Review

DAFNA Capital Management increased its Stoke Therapeutics (STOK) stake by 20% in Q1 2026, buying an estimated $721K and bringing the position to 130,875 shares worth $4.26M. The position accounts for 0.97% of the portfolio, ranked #29.

DAFNA Capital Management first reported a position in STOK in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.7M in Q2 2025. 196 funds tracked by Wall St. Rank hold STOK as of Q1 2026.

DAFNA Capital Management held 130,875 shares of Stoke Therapeutics worth $4.26M as of Q1 2026.
DAFNA Capital Management bought 22,000 Stoke Therapeutics shares in Q1 2026, an estimated $721K.
Stoke Therapeutics made up 0.97% of DAFNA Capital Management's portfolio in Q1 2026, its #29 holding.
DAFNA Capital Management first reported a position in Stoke Therapeutics in Q1 2024 and has held it in 9 quarters since.
DAFNA Capital Management's Stoke Therapeutics position peaked at $5.7M in Q2 2025.
196 funds tracked by Wall St. Rank held Stoke Therapeutics as of Q1 2026.

Based on DAFNA Capital Management's 13F filing for Q1 2026, filed 15 May 2026.