Cliff Asness’s KOD Holdings & Trades

First Buy
Q2 2020
Duration Held
22 Quarters
Largest Add
Q4 2022
+95,926 Shares
Current Position
41,173 Shares
$674,003 Value

Cliff Asness's KOD Position Overview

Cliff Asness (via Aqr Capital Management LLC) currently holds 41,173 shares of Kodiak Sciences Inc. (KOD) worth $674,003, representing 0.00% of the portfolio. First purchased in 2020-Q2, this long-term strategic position has been held for 22 quarters.

Based on 13F filings, Cliff Asness has maintained a strategic position in KOD, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2022, adding 95,926 shares. Largest reduction occurred in Q3 2023, reducing 74,242 shares.

Analysis based on 13F filings available since 2013 Q2

Cliff Asness's Kodiak Sciences (KOD) Holding Value Over Time

Track share changes against reported price movement

Quarterly Kodiak Sciences (KOD) Trades by Cliff Asness

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2020 +7,758 New Buy 7,758 $54.14
Q3 2020 +4,158 Add 53.60% 11,916 $59.25
Q4 2020 -7,518 Reduce 63.09% 4,398 $146.88
Q1 2021 +2,116 Add 48.11% 6,514 $113.45
Q2 2021 -6,514 Sold Out 6,514 $0.00
Q1 2022 +38,411 New Buy 38,411 $7.73
Q2 2022 -16,191 Reduce 42.15% 22,220 $7.65
Q3 2022 +39,056 Add 175.77% 61,276 $7.74
Q4 2022 +95,926 Add 156.55% 157,202 $7.16
Q1 2023 -37,842 Reduce 24.07% 119,360 $6.20
Q2 2023 -119,360 Sold Out 119,360 $0.00
Q3 2023 +45,118 New Buy 45,118 $1.80
Q4 2023 -45,118 Sold Out 45,118 $0.00
Q1 2024 +23,246 New Buy 23,246 $5.26
Q2 2024 -23,246 Sold Out 23,246 $0.00
Q3 2024 +35,537 New Buy 35,537 $2.61
Q4 2024 -35,537 Sold Out 35,537 $0.00
Q1 2025 +66,994 New Buy 66,994 $2.80
Q2 2025 -10,393 Reduce 15.51% 56,601 $3.73
Q3 2025 -15,428 Reduce 27.26% 41,173 $16.37

Cliff Asness's Kodiak Sciences Investment FAQs

Cliff Asness first purchased Kodiak Sciences Inc. (KOD) in Q2 2020, acquiring 7,758 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Cliff Asness has held Kodiak Sciences Inc. (KOD) for 22 quarters since Q2 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Cliff Asness's largest addition to Kodiak Sciences Inc. (KOD) was in Q4 2022, adding 157,202 shares worth $1.13 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 41,173 shares of Kodiak Sciences Inc. (KOD), valued at approximately $674,003. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, Kodiak Sciences Inc. (KOD) represents approximately 0.00% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Cliff Asness's peak holding in Kodiak Sciences Inc. (KOD) was 157,202 shares, as reported at the end of Q4 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.