Position in KOD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,894,157
-$1,474,469 QoQ
Shares Held
48,618
-45.0% QoQ
Ownership
0.077%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#74
of 200 holders
Holding Since
Mar 2020
5 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in KOD Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Informed Momentum Co LLC holds $124,057,032 across 35 Biotechnology names. KOD ranks #25 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RVMD |
Revolution Medicines, Inc.
|
49,357 | $9,243,578 | |
| 2 | TVTX |
Travere Therapeutics, Inc.
|
117,987 | $6,702,841 | |
| 3 | TWST |
Twist Bioscience Corp
|
62,564 | $6,436,584 | |
| 4 | AXSM |
Axsome Therapeutics, Inc.
|
26,152 | $6,401,225 | |
| 5 | LGND |
Ligand Pharmaceuticals Inc
|
19,498 | $6,163,122 | |
| 6 | KRYS |
Krystal Biotech, Inc.
|
16,227 | $6,031,089 | |
| 7 | JAZZ |
Jazz Pharmaceuticals plc
|
24,544 | $5,914,367 | |
| 8 | CYTK |
Cytokinetics Inc
|
68,185 | $5,808,680 |
All Filings in KOD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,894,157 | 48,618 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,368,626 | 88,369 | Shares | Sole | 2026-05-13 | |
| 2020-12-31 | $1,783,928 | 12,143 | Shares | Sole | 2021-02-11 | |
| 2020-06-30 | $839,076 | 15,504 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,840,361 | 38,582 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||