John Overdeck’s Kamada KMDA Stock Holding History

John Overdeck’s Portfolio KMDA Stock Details KMDA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.11M	Sell	151,100 -43,145	-22%	-$341K	﹤0.01%	3535
2026 Q1	$1.62M	Buy	194,245 +53,563	+38%	+$451K	﹤0.01%	2919
2025 Q4	$993K	Buy	140,682 +31,093	+28%	+$215K	﹤0.01%	2920
2025 Q3	$761K	Buy	109,589 +4,504	+4%	+$32.8K	﹤0.01%	2758
2025 Q2	$814K	Buy	105,085 +70,995	+208%	+$481K	﹤0.01%	2360
2025 Q1	$225K	Buy	+34,090	New	+$243K	﹤0.01%	2817
2021 Q1	–	Sell	-60,157	Closed	-$390K	–	4043
2020 Q4	$390K	Buy	+60,157	New	+$428K	﹤0.01%	2668

Other funds holding KMDA

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Huntleigh Advisors St. Louis, Missouri $714M AUM 62.24% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Renaissance Group Covington, Kentucky $2.46B AUM 32.78% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

John Overdeck's KMDA Position: Q2 2026 in Review

John Overdeck reduced its Kamada (KMDA) stake by 22% in Q2 2026, selling an estimated $341K and leaving 151,100 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #3535.

John Overdeck first reported a position in KMDA in Q4 2020 and has held it in 7 quarters since. The position peaked at $1.62M in Q1 2026. 51 funds tracked by Wall St. Rank hold KMDA as of Q2 2026.

John Overdeck held 151,100 shares of Kamada worth $1.11M as of Q2 2026.
John Overdeck sold 43,145 Kamada shares in Q2 2026, an estimated $341K.
Kamada made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3535 holding.
John Overdeck first reported a position in Kamada in Q4 2020 and has held it in 7 quarters since.
John Overdeck's Kamada position peaked at $1.62M in Q1 2026.
51 funds tracked by Wall St. Rank held Kamada as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.