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Equibles

Balyasny Asset Management L.P.

Position in ALEC — Alector, Inc.

CIK 1218710 Chicago, IL
Back to ALEC Full portfolio

Position in ALEC

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$6,527,326
+$216,533 QoQ
Shares Held
3,247,426
+10.6% QoQ
Ownership
2.91%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#8
of 140 holders
Holding Since
Dec 2022
5 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in ALEC Over Time

Shares Held

Position Value (USD)

Derivatives in ALEC

reported options exposure · as of Jun 30, 2026
CallValue
$1,012,839
CallShares
503,900
PutValue
$0
PutShares
0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Biotechnology

Healthcare · as of Jun 30, 2026

Balyasny Asset Management L.P. holds $2,351,657,469 across 178 Biotechnology names. ALEC ranks #76 (0.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1
1,665,102 $221,008,988
2 INSM
INSMED Inc
 1,326,430 $141,423,966
3 BBIO
BridgeBio Pharma, Inc.
 1,230,052 $91,614,272
4 ABVX
Abivax S.A.
 603,840 $80,467,718
5 VRTX
Vertex Pharmaceuticals Inc / Ma
 145,005 $72,028,333
6 TNGX
Tango Therapeutics, Inc.
 2,016,379 $63,032,007
7 CYTK
Cytokinetics Inc
 711,676 $60,627,678
8 BMRN
Biomarin Pharmaceutical Inc
 1,054,613 $60,344,955

All Filings in ALEC

Export CSV
6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,012,839 503,900
2026-06-30 $6,527,326 3,247,426
2026-03-31 $6,310,793 2,935,253
2025-12-31 $5,094,297 3,265,575
2023-12-31 $328,264 41,136
2022-12-31 $29,702 3,218