Silverarc Capital Management’s Kodiak Sciences KOD Stock Holding History

Silverarc 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	$21.3M	Sell	546,256 -445,674	-45%	-$17.3M	2.21%	17
2026 Q1	$37.8M	Sell	991,930 -31,192	-3%	-$806K	3.86%	7
2025 Q4	$28.6M	Buy	1,023,122 +23,122	+2%	+$474K	3.97%	8
2025 Q3	$16.4M	Buy	1,000,000 +598,460	+149%	+$5.16M	2.21%	16
2025 Q2	$1.5M	Sell	401,540 -40,267	-9%	-$143K	0.28%	50
2025 Q1	$1.24M	Sell	441,807 -558,193	-56%	-$3.04M	0.25%	58
2024 Q4	$9.95M	Buy	1,000,000 +500,000	+100%	+$2.87M	2.18%	15
2024 Q3	$1.3M	Sell	500,000 -562,062	-53%	-$1.49M	0.29%	54
2024 Q2	$2.5M	Sell	1,062,062 -176,760	-14%	-$599K	0.59%	46
2024 Q1	$6.52M	Buy	1,238,822 +238,822	+24%	+$1.17M	1.81%	21
2023 Q4	$3.04M	Sell	1,000,000 -114,461	-10%	-$255K	0.9%	39
2023 Q3	$2.01M	Buy	+1,114,461	New	+$3.93M	0.61%	46

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

BCM

Boxer Capital Management San Diego, California $1.33B AUM 864.5% 1-Year Est. Return

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

Silverarc Capital Management reduced its Kodiak Sciences (KOD) stake by 45% in Q2 2026, selling an estimated $17.3M and leaving 546,256 shares worth $21.3M. The position accounts for 2.21% of the portfolio, ranked #17.

Silverarc Capital Management first reported a position in KOD in Q3 2023 and has held it in 12 quarters since. The position peaked at $37.8M in Q1 2026. 200 funds tracked by Wall St. Rank hold KOD as of Q2 2026.

Silverarc Capital Management held 546,256 shares of Kodiak Sciences worth $21.3M as of Q2 2026.
Silverarc Capital Management sold 445,674 Kodiak Sciences shares in Q2 2026, an estimated $17.3M.
Kodiak Sciences made up 2.21% of Silverarc Capital Management's portfolio in Q2 2026, its #17 holding.
Silverarc Capital Management first reported a position in Kodiak Sciences in Q3 2023 and has held it in 12 quarters since.
Silverarc Capital Management's Kodiak Sciences position peaked at $37.8M in Q1 2026.
200 funds tracked by Wall St. Rank held Kodiak Sciences as of Q2 2026.

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