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BAKER BROS. ADVISORS LP: KOD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BAKER BROS. ADVISORS LP on KOD, newest first. How the timeline and the estimate are built.

BAKER BROS. ADVISORS LP held 19,919,186 KOD shares at 2026-06-30 per its 13F-HR filed 2026-08-14, and reported 22,049,297 shares, 35%, in a 13D/A filed 2026-09-30.

Estimated current stake: 22,049,297 shares, 35% of the class

Estimated from 13D/A of 2026-09-30. As of 2026-09-28, 13D/A 0001104659-26-112371.

Shares are the reporting group's aggregate and may include entities that do not file a 13F.

Percent of portfolio stays on the 13F for 2026-06-30.

  1. event date2026-09-28
    13D/A 22,049,297 shares
    Share basis changed not comparable

    35% of the class. Different basis (group aggregate from 13D/A).

    13D/A 0001104659-26-112371 filed by BAKER BROS. ADVISORS LP
    Accepted , ingested

    A 13D/G states the aggregate of its reporting persons, which may include entities that do not file a 13F.

  2. period ended2026-06-30
    13F 19,919,186 shares
    Change vs previous 13F 0 shares

    3.89% of the 13F portfolio, value $776,051,487.

    13F-HR 0001104659-26-097191 filed by BAKER BROS. ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 19,919,186 shares
    Change vs previous 13F 0 shares

    4.36% of the 13F portfolio, value $759,319,370.

    13F-HR 0001104659-26-062547 filed by BAKER BROS. ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 19,919,186 shares
    Change vs previous 13F +2,608,696 shares

    3.26% of the 13F portfolio, value $556,940,441.

    13F-HR 0001104659-26-016374 filed by BAKER BROS. ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 17,310,490 shares
    Change vs previous 13F 0 shares

    2.05% of the 13F portfolio, value $283,372,721.

    13F-HR 0001104659-25-112595 filed by BAKER BROS. ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 17,310,490 shares
    Change vs previous 13F 0 shares

    0.63% of the 13F portfolio, value $64,568,128.

    13F-HR 0001104659-25-078573 filed by BAKER BROS. ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 17,310,490 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $48,555,924.

    13F-HR 0001104659-25-049518 filed by BAKER BROS. ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 17,310,490 shares
    Change vs previous 13F 0 shares

    1.84% of the 13F portfolio, value $172,239,376.

    13F-HR 0001104659-25-014085 filed by BAKER BROS. ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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

  9. period ended2024-09-30
    13F 17,310,490 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $45,180,379.

    13F-HR 0001104659-24-118899 filed by BAKER BROS. ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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