Balyasny Asset Management L.P.
Position in FULC — Fulcrum Therapeutics, Inc.
CIK 1218710
Chicago, IL
Position in FULC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$13,652,185
+$2,676,520 QoQ
Shares Held
1,779,946
+83.4% QoQ
Ownership
2.67%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#13
of 168 holders
Holding Since
Dec 2021
11 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in FULC Over Time
Shares Held
Position Value (USD)
Derivatives in FULC
reported options exposure · as of Mar 31, 2026CallValue
$3,068,000
CallShares
400,000
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 $2,162,763,632 across 176 Biotechnology names. FULC ranks #46 (0.6% 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.
|
3,827,513 | $55,345,837 |
All Filings in FULC
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,068,000 | 400,000 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $13,652,185 | 1,779,946 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $10,975,665 | 970,439 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $13,344,416 | 1,450,480 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,206,912 | 1,338,214 | Shares | Sole | 2025-08-14 | |
| 2024-09-30 | $37,035 | 10,374 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $70,475 | 11,367 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $148,292 | 15,709 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $709,958 | 105,179 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $36,587 | 11,087 | Shares | Sole | 2023-08-14 | |
| 2022-06-30 | $76,851 | 15,684 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $207,574 | 11,734 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||