Position in KOD
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,381,872
-$194,542 QoQ
Shares Held
35,469
-14.2% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#82
of 200 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KOD Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026POLEN CAPITAL MANAGEMENT LLC holds $34,878,895 across 19 Biotechnology names. KOD ranks #11 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TWST |
Twist Bioscience Corp
|
55,310 | $5,690,292 | |
| 2 | TSHA |
Taysha Gene Therapies, Inc.
|
489,219 | $3,331,581 | |
| 3 | SRRK |
Scholar Rock Holding Corp
|
52,132 | $2,867,260 | |
| 4 | DRTS |
Alpha Tau Medical Ltd.
|
220,751 | $2,777,047 | |
| 5 | PTGX |
Protagonist Therapeutics, Inc
|
22,651 | $2,776,559 | |
| 6 | MIRM |
Mirum Pharmaceuticals, Inc.
|
20,899 | $2,446,645 | |
| 7 | PRAX |
Praxis Precision Medicines, Inc.
|
7,252 | $2,427,897 | |
| 8 | AKTS |
Aktis Oncology, Inc.
|
63,514 | $2,047,056 |
All Filings in KOD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,381,872 | 35,469 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,576,414 | 41,354 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,155,866 | 41,340 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $353,051 | 21,567 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||