Position in MNKD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,914,295
+$2,408,339 QoQ
Shares Held
684,107
+231.3% QoQ
Ownership
0.213%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#30
of 254 holders
Holding Since
Mar 2022
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MNKD Over Time
Shares Held
Position Value (USD)
Derivatives in MNKD
reported options exposure · as of Dec 31, 2024CallValue
$0
CallShares
0
PutValue
$103,523
PutShares
16,100
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. MNKD ranks #96 (0.1% 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 MNKD
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,914,295 | 684,107 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $505,956 | 206,513 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,105,525 | 194,978 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $604,210 | 112,516 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,257,283 | 336,172 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,165,791 | 629,382 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,077,359 | 323,073 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $103,523 | 16,100 | Put | Sole | 2025-02-14 | |
| 2023-12-31 | $496,852 | 136,498 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $890,251 | 218,735 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $303,408 | 74,002 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $314,163 | 101,671 | Shares | Other | 2022-11-15 | |
| 2022-03-31 | $38,003 | 10,327 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||