Position in KOD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$69,633,909
+$306,400 QoQ
Shares Held
1,787,318
-1.7% QoQ
Ownership
2.84%
of shares outstanding
% of Portfolio
2.67%
of 13F equity value
Holder Rank
#7
of 200 holders
Holding Since
Dec 2022
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, 2026BRAIDWELL LP holds $1,531,675,908 across 50 Biotechnology names. KOD ranks #4 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAI |
Caris Life Sciences, Inc.
|
8,256,032 | $147,122,490 | |
| 2 | EWTX |
Edgewise Therapeutics, Inc.
|
1,996,965 | $81,136,687 | |
| 3 | SYRE |
Spyre Therapeutics, Inc.
|
879,467 | $78,079,080 | |
| 4 | KOD |
Kodiak Sciences Inc.
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|
1,787,318 | $69,633,909 | |
| 5 | XENE |
Xenon Pharmaceuticals Inc.
|
1,131,452 | $68,294,442 | |
| 6 | GLUE |
Monte Rosa Therapeutics, Inc.
|
2,451,562 | $59,327,800 | |
| 7 | DNTH |
Dianthus Therapeutics, Inc. /DE/
|
594,562 | $57,957,903 | |
| 8 | GENB |
Generate Biomedicines, Inc.
|
3,283,844 | $55,398,448 |
All Filings in KOD
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $69,633,909 | 1,787,318 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $69,327,509 | 1,818,665 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $57,955,152 | 2,072,788 | Shares | Sole | 2026-02-17 | |
| 2022-12-31 | $6,545,736 | 914,209 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||