Balyasny Asset Management’s ProFrac Holding ACDC Stock Holding History

Balyasny Asset Management’s Portfolio ACDC Stock Details ACDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$436K	Buy	75,100 +34,946	+87%	+$235K	﹤0.01%	2582
2026 Q1	$249K	Buy	+40,154	New	+$215K	﹤0.01%	2625
2024 Q4	–	Sell	-91,225	Closed	-$619K	–	2672
2024 Q3	$619K	Sell	91,225 -427,028	-82%	-$2.99M	﹤0.01%	2176
2024 Q2	$3.84M	Buy	518,253 +2,703	+0.5%	+$22.4K	0.01%	1291
2024 Q1	$4.31M	Buy	515,550 +176,072	+52%	+$1.35M	0.01%	1282
2023 Q4	$2.88M	Sell	339,478 -11,251	-3%	-$98.6K	0.01%	1337
2023 Q3	$3.82M	Buy	350,729 +290,448	+482%	+$3.36M	0.01%	1193
2023 Q2	$673K	Sell	60,281 -45,784	-43%	-$542K	﹤0.01%	1770
2023 Q1	$1.34M	Buy	+106,065	New	+$2.06M	﹤0.01%	1630
2022 Q3	–	Sell	-133,076	Closed	-$2.44M	–	2806
2022 Q2	$2.44M	Buy	+133,076	New	+$2.61M	0.01%	1309

Other funds holding ACDC

FFB

First Financial Bankshares Abilene, Texas $5.34B AUM 28.75% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Balyasny Asset Management's ACDC Position: Q2 2026 in Review

Balyasny Asset Management increased its ProFrac Holding (ACDC) stake by 87% in Q2 2026, buying an estimated $235K and bringing the position to 75,100 shares worth $436K. The position accounts for ﹤0.01% of the portfolio, ranked #2582.

Balyasny Asset Management first reported a position in ACDC in Q2 2022 and has held it in 10 quarters since. The position peaked at $4.31M in Q1 2024. 145 funds tracked by Wall St. Rank hold ACDC as of Q2 2026.

Balyasny Asset Management held 75,100 shares of ProFrac Holding worth $436K as of Q2 2026.
Balyasny Asset Management bought 34,946 ProFrac Holding shares in Q2 2026, an estimated $235K.
ProFrac Holding made up ﹤0.01% of Balyasny Asset Management's portfolio in Q2 2026, its #2582 holding.
Balyasny Asset Management first reported a position in ProFrac Holding in Q2 2022 and has held it in 10 quarters since.
Balyasny Asset Management's ProFrac Holding position peaked at $4.31M in Q1 2024.
145 funds tracked by Wall St. Rank held ProFrac Holding as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.