Position
BRAIDWELL LP in Kodiak Sciences Inc.
Back to the book · All holders of KOD
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark $18.5M$27.96 → $38.12
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 2.07M | $58M | — | — | — | 1.9% |
| Q1 2026 | 1.82M | $69.3M | $38.12 | $18.5M | −$7.11M | 2.3% |