Position in APGE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$221,008,988
+$184,087,481 QoQ
Shares Held
1,665,102
+279.6% QoQ
Ownership
2.20%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#9
of 285 holders
Holding Since
Mar 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in APGE Over Time
Shares Held
Position Value (USD)
Derivatives in APGE
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$66,365,000
PutShares
500,000
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, 2026Balyasny Asset Management L.P. holds $2,350,910,046 across 177 Biotechnology names. APGE ranks #1 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APGE |
Apogee Therapeutics, Inc.
This page
|
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 APGE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $66,365,000 | 500,000 | Put | Sole | 2026-08-14 | |
| 2026-06-30 | $221,008,988 | 1,665,102 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $36,921,507 | 438,654 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $2,874,386 | 72,348 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,889,518 | 158,635 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,211,592 | 112,730 | Shares | Sole | 2025-05-15 | |
| 2024-03-31 | $236,628 | 3,561 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||