SEC 13F Intelligence

Sip Global Opportunity Manager LLC / KDK

Sip Global Opportunity Manager LLC’s Kodiak Ai Inc. Position

Does Sip Global Opportunity Manager LLC own Kodiak Ai Inc. (KDK)? Yes — 9.55M shares worth $66M (+100.00% of its 13F portfolio) as of Q1 2026.

Position Value
$66M
Q1 2026
Shares
9.55M
% of Portfolio
+100.00%
Quarters Held
2
currently held

Position History KDK

Reported value by quarter
Q4 ’25: $104MQ4 ’25Q1 ’26: $66MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20269.55M$66M+100.00%
Q4 20259.55M$104M+100.00%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sip Global Opportunity Manager LLC’s full portfolio or all institutional holders of KDK.