Position in KOD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$51,881,320
+$20,118,760 QoQ
Shares Held
1,361,000
+19.8% QoQ
Ownership
2.17%
of shares outstanding
% of Portfolio
6.89%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in KOD Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026Boxer Capital Management, LLC holds $739,844,214 across 50 Biotechnology names. KOD ranks #2 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TNGX |
Tango Therapeutics, Inc.
|
10,876,219 | $227,530,501 | |
| 2 | KOD |
Kodiak Sciences Inc.
This page
|
1,361,000 | $51,881,320 | |
| 3 | RVMD |
Revolution Medicines, Inc.
|
500,000 | $48,625,000 | |
| 4 | KYMR |
Kymera Therapeutics, Inc.
|
329,100 | $27,410,739 | |
| 5 | CELC |
Celcuity Inc.
|
225,000 | $25,681,500 | |
| 6 | SRZN |
Surrozen, Inc./DE
|
766,318 | $22,322,843 | |
| 7 | ABVX |
Abivax S.A.
|
200,000 | $22,270,000 | |
| 8 | TERN |
Terns Pharmaceuticals, Inc.
|
375,000 | $19,770,000 |
All Filings in KOD
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $51,881,320 | 1,361,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $31,762,560 | 1,136,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $12,277,500 | 750,000 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $2,797,500 | 750,000 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $2,908,350 | 1,035,000 | Shares | Sole | 2026-02-17 | |
| 2024-12-31 | $9,950,000 | 1,000,000 | Shares | Other | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||