Position in AXSM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$18,663,712
+$18,663,712 QoQ
Shares Held
76,250
Ownership
0.146%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#89
of 503 holders
Holding Since
Sep 2020
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AXSM Over Time
Shares Held
Position Value (USD)
Derivatives in AXSM
reported options exposure · as of Dec 31, 2025CallValue
$821,880
CallShares
4,500
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, 2026Balyasny Asset Management L.P. holds $2,350,910,046 across 177 Biotechnology names. AXSM ranks #38 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APGE |
Apogee Therapeutics, Inc.
|
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 AXSM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,663,712 | 76,250 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $821,880 | 4,500 | Call | Sole | 2026-02-17 | |
| 2025-09-30 | $789,425 | 6,500 | Call | Sole | 2025-11-14 | |
| 2025-06-30 | $532,389 | 5,100 | Call | Sole | 2025-08-14 | |
| 2025-06-30 | $720,291 | 6,900 | Put | Sole | 2025-08-14 | |
| 2025-03-31 | $804,747 | 6,900 | Call | Sole | 2025-05-15 | |
| 2025-03-31 | $314,901 | 2,700 | Put | Sole | 2025-05-15 | |
| 2025-03-31 | $2,849,387 | 24,431 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $15,332,431 | 181,213 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,586,948 | 62,167 | Shares | Sole | 2024-11-14 | |
| 2024-09-30 | $422,389 | 4,700 | Call | Sole | 2024-11-14 | |
| 2024-03-31 | $766,558 | 9,606 | Shares | Sole | 2024-05-13 | |
| 2023-06-30 | $2,802,540 | 39,000 | Call | Sole | 2023-08-14 | |
| 2022-12-31 | $9,323,011 | 120,874 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,784,800 | 40,000 | Put | Sole | 2022-11-15 | |
| 2022-06-30 | $3,830,000 | 100,000 | Put | Sole | 2022-08-15 | |
| 2021-09-30 | $1,467,016 | 44,509 | Shares | Sole | 2021-12-01 | |
| 2020-09-30 | $2,370,345 | 33,268 | Shares | Sole | 2020-11-16 | |
| 2020-09-30 | $2,850,000 | 40,000 | Call | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||