SCHEDULE 13G 0001029160 XXXXXXXX LIVE Common Stock, par value $0.0001 per share 09/24/2025 0001853138 Kodiak AI, Inc. 500081104 1049 TERRA BELLA AVENUE MOUNTAIN VIEW CA 94043 Rule 13d-1(c) SOROS FUND MANAGEMENT LLC b DE 0.00 9967978.00 0.00 9967978.00 9967978.00 N 5.7 OO GEORGE SOROS b X1 0.00 9967978.00 0.00 9967978.00 9967978.00 N 5.7 IN Kodiak AI, Inc. 1049 Terra Bella Avenue, Mountain View, California 94043 This statement is filed on behalf of each of the following persons (collectively, the "Reporting Persons"): (i) Soros Fund Management LLC ("SFM LLC"); and (ii) George Soros. This statement relates to shares of common stock, par value $0.0001 per share ("Common Stock"), of Kodiak AI, Inc., a Delaware corporation (the "Company"), held for the accounts of Quantum Partners LP, a Cayman Islands exempted limited partnership ("Quantum Partners"), and certain other funds/accounts (the "Other Funds/Accounts" and, together with Quantum Partners, the "Accounts"). SFM LLC serves as investment manager to the Accounts. As such, SFM LLC has been granted investment discretion over portfolio investments, including the shares of Common Stock, held for the Accounts. George Soros serves as Chairman of SFM LLC and has sole discretion to replace FPR Manager LLC, the Manager of SFM LLC. The address of the business office of each of the Reporting Persons is 250 West 55th Street, 29th Floor, New York, NY 10019. (i) SFM LLC is a Delaware limited liability company; and (ii) George Soros is a citizen of the United States. Y The information required by Item 4(a) is set forth in Row 9 of the cover page for each of the Reporting Persons and is incorporated herein by reference. The percentages set forth herein are calculated based upon 174,957,392 shares of Common Stock outstanding which is based on 181,207,392 shares of Common Stock outstanding minus 6,250,000 sponsor earnout shares which are subject to vesting, each as reported by the Company in the Current Report on Form 8-K filed with the Securities and Exchange Commission on September 30, 2025. 5.7% The information required by Item 4(c)(i) is set forth in Row 5 of the cover page for each of the Reporting Persons and is incorporated herein by reference. The information required by Item 4(c)(ii) is set forth in Row 6 of the cover page for each of the Reporting Persons and is incorporated herein by reference. The information required by Item 4(c)(iii) is set forth in Row 7 of the cover page for each of the Reporting Persons and is incorporated herein by reference. The information required by Item 4(c)(iv) is set forth in Row 8 of the cover page for each of the Reporting Persons and is incorporated herein by reference. Y N See Item 2(a). The Accounts have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, the shares of Common Stock reported herein. Quantum Partners has the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, more than 5% of the shares of Common Stock. Y Y Y N By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11. Exhibit 99.1: Joint Filing Agreement Exhibit 99.2: Power of Attorney SOROS FUND MANAGEMENT LLC /s/ John DeSisto 10/01/2025 GEORGE SOROS /s/ John DeSisto 10/01/2025