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Kardigan (KARD): which funds own it

Health Care →(by SIC code, unreviewed)Data as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

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Sections with a free account

4 concentrated managers hold it (+4 vs last quarter) with a median weight of 0.1%. 1 officer or director bought in 6 months.

Who owns Kardigan?

Holders that filed a Schedule 13D or 13G with the SEC for owning more than 5% of the shares: Hrtg GPE (13G filed Jun 29, 2026), Paul Berns (13D filed Jun 29, 2026), Gianakakos Anastasios (13G filed Aug 13, 2026), FMR (13G/A filed Aug 7, 2026) and Perceptive Advisors (13D/A filed Oct 1, 2026). Hrtg Pv, L.P. and Nelsen Robert are listed on their Form 4 filings as owners of more than 10%. As of Jun 30, 2026, the largest holders reported on Form 13F were Hrtg GPE (16.9 million shares), FMR (8.9 million shares) and Perceptive Advisors (8.2 million shares).

Which institutions hold the most Kardigan shares?

Per Form 13F filings as of Jun 30, 2026:

  1. 1. Hrtg GPE: 16.9 million shares
  2. 2. FMR: 8.9 million shares
  3. 3. Perceptive Advisors: 8.2 million shares
  4. 4. T. Rowe Price Investment Management: 4.2 million shares
  5. 5. Capital Research Global Investors: 3.6 million shares
  6. 6. JPMorgan Chase: 1.8 million shares
  7. 7. Alliancebernstein: 1.5 million shares
  8. 8. Liberty Mutual Group Asset Management: 1.2 million shares
  9. 9. Jennison Associates: 903,575 shares
  10. 10. Paradigm Biocapital Advisors: 900,000 shares

Sources:13G by Hrtg GPE (Jun 29, 2026) ↗13D by Paul Berns (Jun 29, 2026) ↗13G by Gianakakos Anastasios (Aug 13, 2026) ↗13G/A by FMR (Aug 7, 2026) ↗13D/A by Perceptive Advisors (Oct 1, 2026) ↗All of the company's proxy statements on EDGAR ↗

We hold 13D and 13G filings made since Dec 23, 2024: a holder above 5% that has not filed since then does not appear here.

Well-known investors holding it

George Soros 13F (Q2 2026)

Concentrated managers
4
All 13F: 69
Consensus
—
No score: it needs 5 or more concentrated managers
Price at Jun 30, 2026 (per 13F)
$23.85
reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

Change in managers (0 → 4): 4 opened · 0 exited = +4

Net flow in the quarter: +$27.5M (+1.2 M shares) · bought $27.5M and sold $0Shares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.

Concentrated managers holding it

Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.

Other relevant holders

Filers with $100M or more in the stock that do not count as concentrated managers because of their type: they are left out of the counts, the consensus and the accumulation.

  • Hrtg GPEPrivate equity or venture capital$403M16.3%

Largest holders of KARD (all 13F filers)

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

Fundamentals

Balance sheet only, for now. KARD has not yet filed its first annual report (10-K) with the SEC, so there are no 12-month figures (revenue, margins, earnings and cash flow). We show the balance sheet from its latest filing; once the 12-month figures are available, this section fills in automatically.

Balance sheet as of Jun 30, 2026
Cash and equivalents
$384M
Investments
$277M
Shareholders' equity
$616M

Balance sheet figures the company filed with the SEC (10-Q or 10-K), in dollars. Net debt = total debt − cash − investments; when negative, the company has more cash than debt (net cash). How each figure is calculated

Insiders (Form 4)

Officers and directors who bought (6 m)
1
Amount (6 m)
$20.0M
CEO/CFO bought (12 m)
No

10% owners who bought (6 m): 1 · $50.0M

Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.

Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →

Above 5% (13D/13G)

Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.

This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.

Above 5% over time (13D/13G)

Each holder with its filings in order. History since December 2024.

Flagged material events (8-K)

  • Sep 30, 2026Routinefiling ↗

    Change in directors or officers (Item 5.02)

    «Kardigan Announces Appointment of Kristin Reinke to its Board of Directors»

Alert items the company itself flagged in its 8-K filings with the SEC, most serious first. It is the form's label, with no interpretation from us: Item 5.02 covers routine appointments as well as a chief executive's departure; open the filing. The quoted headline is the original press release's.

All material events (8-K)

Earnings, agreements, financing, management changes and announcements from the last year, with a filter by type and a link to each filing.

Other Health Care stocks in managers' portfolios

Same sector and a similar number of concentrated managers holding them. It is a list to keep exploring, not a recommendation.

All of Health Care →

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