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Boxer Capital Management, LLC: KOD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Boxer Capital Management, LLC on KOD, newest first. How the timeline and the estimate are built.

Boxer Capital Management, LLC held 1,477,600 KOD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,477,600 shares
    Change vs previous 13F +116,600 shares

    4.34% of the 13F portfolio, value $57,567,296.

    13F-HR 0001213900-26-090024 filed by Boxer Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,361,000 shares
    Change vs previous 13F +225,000 shares

    6.81% of the 13F portfolio, value $51,881,320.

    13F-HR 0001213900-26-057335 filed by Boxer Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,136,000 shares
    Change vs previous 13F +386,000 shares

    6.95% of the 13F portfolio, value $31,762,560.

    13F-HR 0002018299-26-000006 filed by Boxer Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 750,000 shares
    Change vs previous 13F 0 shares

    3.91% of the 13F portfolio, value $12,277,500.

    13F-HR/A 0002018299-26-000005 filed by Boxer Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 750,000 shares
    Change vs previous 13F -285,000 shares

    1.41% of the 13F portfolio, value $2,797,500.

    13F-HR/A 0002018299-26-000004 filed by Boxer Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 1,035,000 shares
    Change vs previous 13F +35,000 shares

    0.87% of the 13F portfolio, value $2,908,350.

    13F-HR/A 0002018299-26-000003 filed by Boxer Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,000,000 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $9,950,000.

    13F-HR 0001213900-25-014345 filed by Boxer Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).