Position in KOD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$57,567,296
+$5,685,976 QoQ
Shares Held
1,477,600
+8.6% QoQ
Ownership
2.35%
of shares outstanding
% of Portfolio
4.36%
of 13F equity value
Holder Rank
#10
of 200 holders
Holding Since
Dec 2024
7 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, 2026Boxer Capital Management, LLC holds $1,304,041,012 across 59 Biotechnology names. KOD ranks #5 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TNGX |
Tango Therapeutics, Inc.
|
10,876,219 | $339,990,605 | |
| 2 | RVMD |
Revolution Medicines, Inc.
|
500,000 | $93,640,000 | |
| 3 | ABVX |
Abivax S.A.
|
605,000 | $80,622,300 | |
| 4 | QURE |
uniQure N.V.
|
1,503,300 | $69,241,998 | |
| 5 | KOD |
Kodiak Sciences Inc.
This page
|
1,477,600 | $57,567,296 | |
| 6 | KYMR |
Kymera Therapeutics, Inc.
|
429,100 | $49,204,897 | |
| 7 | DFTX |
Definium Therapeutics, Inc.
|
998,500 | $46,969,440 | |
| 8 | REPL |
Replimune Group, Inc.
|
3,983,000 | $44,091,810 |
All Filings in KOD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $57,567,296 | 1,477,600 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||