Position in SMMT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$27,744,980
+$17,348,550 QoQ
Shares Held
1,904,254
+247.3% QoQ
Ownership
0.239%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#14
of 242 holders
Holding Since
Mar 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SMMT Over Time
Shares Held
Position Value (USD)
Derivatives in SMMT
reported options exposure · as of Jun 30, 2025CallValue
$808,640
CallShares
38,000
PutValue
$268,128
PutShares
12,600
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 $2,351,657,469 across 178 Biotechnology names. SMMT ranks #23 (1.2% 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 SMMT
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,744,980 | 1,904,254 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $10,396,430 | 548,335 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $879,712 | 50,298 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,025,621 | 194,851 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $268,128 | 12,600 | Put | Sole | 2025-08-14 | |
| 2025-06-30 | $808,640 | 38,000 | Call | Sole | 2025-08-14 | |
| 2025-03-31 | $32,854,342 | 1,703,180 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $6,213,309 | 322,100 | Call | Sole | 2025-05-15 | |
| 2024-12-31 | $6,910,333 | 387,242 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $9,442,754 | 431,176 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,879,224 | 1,010,157 | Shares | Sole | 2024-08-14 | |
| 2023-06-30 | $25,494 | 10,157 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $62,235 | 35,563 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||