Position in FOLD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$55,345,837
-$17,626,003 QoQ
Shares Held
3,827,513
-25.3% QoQ
Ownership
1.22%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FOLD Over Time
Shares Held
Position Value (USD)
Derivatives in FOLD
reported options exposure · as of Dec 31, 2025CallValue
$847,280
CallShares
59,500
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 Mar 31, 2026Balyasny Asset Management L.P. holds $2,162,785,356 across 177 Biotechnology names. FOLD ranks #8 (2.6% 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.
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|
3,827,513 | $55,345,837 |
All Filings in FOLD
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $55,345,837 | 3,827,513 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $847,280 | 59,500 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $72,971,840 | 5,124,427 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $10,851,264 | 1,377,064 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,416,999 | 421,815 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,370,389 | 903,234 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,001,395 | 849,405 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,602,000 | 150,000 | Call | Sole | 2024-11-14 | |
| 2024-09-30 | $20,452,018 | 1,914,983 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $11,081,632 | 1,117,100 | Shares | Sole | 2024-08-14 | |
| 2023-12-31 | $22,087,301 | 1,556,540 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $41,166,852 | 3,385,432 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $40,506,414 | 3,225,033 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $23,495,362 | 2,118,608 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $24,418,241 | 1,999,856 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $17,591,065 | 1,684,968 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $23,124,122 | 2,153,084 | Shares | Sole | 2022-08-15 | |
| 2021-03-31 | $133,063 | 13,468 | Shares | Sole | 2021-05-17 | |
| 2020-09-30 | $324,534 | 22,984 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||