SEC 13F Intelligence

Boxer Capital Management, LLC / KOD

Boxer Capital Management, LLC’s Kodiak Sciences Inc Position

Does Boxer Capital Management, LLC own Kodiak Sciences Inc (KOD)? Yes — 1.36M shares worth $52M (+6.81% of its 13F portfolio) as of Q1 2026, up from 1.14M shares the prior filed quarter.

Position Value
$52M
Q1 2026
Shares
1.36M
% of Portfolio
+6.81%
Quarters Held
6
currently held

Position History KOD

Reported value by quarter
Q4 ’24: $10MQ4 ’24Q1 ’25: $3MQ1 ’25Q2 ’25: $3MQ2 ’25Q3 ’25: $12MQ3 ’25Q4 ’25: $32MQ4 ’25Q1 ’26: $52MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.36M$52M+6.81%
Q4 20251.14M$32M+6.95%
Q3 2025750.0K$12M+3.91%
Q2 2025750.0K$3M+1.41%
Q1 20251.03M$3M+0.87%
Q4 20241.00M$10M+0.85%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Boxer Capital Management, LLC’s full portfolio or all institutional holders of KOD.