Position in KOD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$27,695,971
+$20,334,719 QoQ
Shares Held
726,547
+176.0% QoQ
Ownership
1.16%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KOD Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026Balyasny Asset Management L.P. holds $2,162,785,356 across 177 Biotechnology names. KOD ranks #23 (1.3% 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 KOD
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,695,971 | 726,547 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,361,252 | 263,278 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $252,409 | 15,419 | Shares | Sole | 2025-11-14 | |
| 2024-06-30 | $23,586 | 10,037 | Shares | Sole | 2024-08-14 | |
| 2023-03-31 | $82,230 | 13,263 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $171,388 | 23,937 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $146,254 | 18,896 | Shares | Other | 2022-11-15 | |
| 2022-06-30 | $435,411 | 56,991 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $96,638 | 12,518 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||