Position in KDK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$66,451
-$30,531 QoQ
Shares Held
89,799
0.0% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#71
of 92 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KDK Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026BLUEFIN CAPITAL MANAGEMENT, LLC holds $94,441,724 across 6 Software - Infrastructure names. KDK ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
200,537 | $74,804,311 | |
| 2 | CRWV |
CoreWeave, Inc.
|
189,460 | $18,858,848 | |
| 3 | CORZ |
Core Scientific, Inc./tx
|
286,241 | $353,193 | |
| 4 | AIB |
AIB Data Centers Inc.
|
123,282 | $261,357 | |
| 5 | GEN |
Gen Digital Inc.
|
77,126 | $97,564 | |
| 6 | KDK |
Kodiak AI, Inc.
This page
|
89,799 | $66,451 |
All Filings in KDK
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 KDKRW | $66,451 | 89,799 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 KDKRW | $96,982 | 89,799 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 KDKRW | $128,428 | 83,940 | Shares | Sole | 2026-04-29 | |
| 2025-09-30 KDKRW | — | 38,888 | Shares | Sole | 2026-04-29 | |
| No filing history on record for this holder in this stock. | ||||||