Why One Healthcare Fund Increased Its Kodiak Sciences Stake Amid an Eye-Popping Rally
Key takeaways
- According to a SEC filing dated May 15, 2026, Boxer Capital Management increased its position in Kodiak Sciences by 225,000 shares over the first quarter.
- Boxer Capital Management was a net buyer of Kodiak Sciences, with the post-trade stake representing 6.81% of its 13F reportable AUM.
- NASDAQ:TNGX: $227.53 million (29.9% of AUM)
Jonathan Ponciano, The Motley Fool Mon, May 18, 2026 at 3:17 AM GMT+7 4 min read KOD TNGX Boxer Capital Management increased its stake in Kodiak Sciences (NASDAQ:KOD) during the first quarter, adding 225,000 shares in a transaction estimated at $5.81 million based on quarterly average pricing, according to a May 15, 2026, SEC filing.
According to a SEC filing dated May 15, 2026, Boxer Capital Management increased its position in Kodiak Sciences by 225,000 shares over the first quarter. The estimated transaction value was $5.81 million, based on the average closing price for the quarter. The fund’s stake in Kodiak Sciences stood at 1,361,000 shares, with a quarter-end market value of $51.88 million. The net position value change for the quarter was $20.12 million, which includes both trading activity and price movement.
Boxer Capital Management was a net buyer of Kodiak Sciences, with the post-trade stake representing 6.81% of its 13F reportable AUM.