Position in CAMP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$11,609,047
-$3,329,150 QoQ
Shares Held
2,632,437
+8.0% QoQ
Ownership
5.07%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#5
of 46 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CAMP Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026Balyasny Asset Management L.P. holds $2,162,763,632 across 176 Biotechnology names. CAMP ranks #58 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TERN |
Terns Pharmaceuticals, Inc.
|
2,779,445 | $146,532,340 | |
| 2 | ERAS |
Erasca, Inc.
|
5,143,985 | $83,229,677 | |
| 3 | TNGX |
Tango Therapeutics, Inc.
|
3,826,659 | $80,053,706 | |
| 4 | APLS |
Apellis Pharmaceuticals, Inc.
|
1,917,501 | $77,141,065 | |
| 5 | BMRN |
Biomarin Pharmaceutical Inc
|
1,362,752 | $76,981,860 | |
| 6 | CYTK |
Cytokinetics Inc
|
992,545 | $65,418,640 | |
| 7 | DAWN |
Day One Biopharmaceuticals, Inc.
|
2,625,235 | $56,285,038 | |
| 8 | FOLD |
AMICUS THERAPEUTICS, INC.
|
3,827,513 | $55,345,837 |
All Filings in CAMP
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,609,047 | 2,632,437 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $14,938,197 | 2,436,900 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||