BAKER BROS. ADVISORS LP: KODIAK SCIENCES INC (KOD): Quarterly 13F Position History
As of Q1 2026, BAKER BROS. ADVISORS LP reported 19,919,186 shares of KODIAK SCIENCES INC (KOD), worth $759.3M and representing 4.4% of its 13F equity book. The position first appeared in Q4 2018 and has been disclosed across 30 13F-HR filings in Pactolio's tracked window.
- 19,919,186Shares Held (Latest Filing)
- $759.3MReported Market Value (Latest Filing)
- 4.4%Portfolio Weight (% of 13F Equity Book)
- 0Quarter-over-Quarter Share Change
- +$202.4MQuarter-over-Quarter Value Change
- 19,919,186Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 30 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 19,919,186 | 0 | — | $759.3M | 4.4% | $38.1 |
| Q4 2025 | 19,919,186 | +2,608,696 | +15.1% | $556.9M | 3.3% | $28.0 |
| Q3 2025 | 17,310,490 | 0 | — | $283.4M | 2.0% | $16.4 |
| Q2 2025 | 17,310,490 | 0 | — | $64.6M | 0.6% | $3.7 |
| Q1 2025 | 17,310,490 | 0 | — | $48.6M | 0.5% | $2.8 |
| Q4 2024 | 17,310,490 | 0 | — | $172.2M | 1.8% | $9.9 |
| Q3 2024 | 17,310,490 | 0 | — | $45.2M | 0.5% | $2.6 |
| Q2 2024 | 17,310,490 | 0 | — | $40.7M | 0.5% | $2.4 |
| Q1 2024 | 17,310,490 | 0 | — | $91.1M | 1.1% | $5.3 |
| Q4 2023 | 17,310,490 | 0 | — | $52.6M | 0.6% | $3.0 |
| Q3 2023 | 17,310,490 | 0 | — | $31.2M | 0.2% | $1.8 |
| Q2 2023 | 17,310,490 | 0 | — | $119.4M | 0.7% | $6.9 |
| Q1 2023 | 17,310,490 | 0 | — | $107.3M | 0.6% | $6.2 |
| Q4 2022 | 17,310,490 | 0 | — | $123.9M | 0.7% | $7.2 |
| Q3 2022 | 17,310,490 | 0 | — | $134.0M | 0.9% | $7.7 |
| Q2 2022 | 17,310,490 | +1,379,445 | +8.7% | $132.3M | 0.8% | $7.6 |
| Q1 2022 | 15,931,045 | +1,249,741 | +8.5% | $123.0M | 0.7% | $7.7 |
| Q4 2021 | 14,681,304 | 0 | — | $1.2B | 6.1% | $84.8 |
| Q3 2021 | 14,681,304 | +543,423 | +3.8% | $1.4B | 6.2% | $96.0 |
| Q2 2021 | 14,137,881 | +257,929 | +1.9% | $1.3B | 5.8% | $93.0 |
| Q1 2021 | 13,879,952 | 0 | — | $1.6B | 6.8% | $113.4 |
| Q4 2020 | 13,879,952 | +1,527,777 | +12.4% | $2.0B | 7.7% | $146.9 |
| Q3 2020 | 12,352,175 | +777,637 | +6.7% | $731.4M | 2.9% | $59.2 |
| Q2 2020 | 11,574,538 | 0 | — | $626.4M | 2.8% | $54.1 |
| Q1 2020 | 11,574,538 | +527,249 | +4.8% | $552.1M | 3.4% | $47.7 |
| Q4 2019 | 11,047,289 | +1,902,173 | +20.8% | $794.9M | 4.2% | $72.0 |
| Q3 2019 | 9,145,116 | +1 | +0.0% | $131.5M | 0.9% | $14.4 |
| Q2 2019 | 9,145,115 | 0 | — | $107.0M | 0.7% | $11.7 |
| Q1 2019 | 9,145,115 | 0 | — | $59.7M | 0.4% | $6.5 |
| Q4 2018 | 9,145,115 | — | — | $64.9M | 0.5% | $7.1 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did BAKER BROS. ADVISORS LP first disclose a KOD position in 13F-HR filings?
BAKER BROS. ADVISORS LP first reported KODIAK SCIENCES INC (KOD) on its 13F-HR filing for the period ending 2018-12-31 (Q4 2018). The position has appeared on 30 reported quarters within Pactolio's tracked window.
What was BAKER BROS. ADVISORS LP's most recent quarter-over-quarter share-count change in KOD?
BAKER BROS. ADVISORS LP held the same 19,919,186 shares of KOD between Q4 2025 and Q1 2026 — the reported share count was unchanged quarter-over-quarter.
Does the implied price-per-share represent BAKER BROS. ADVISORS LP's cost basis in KOD?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.