Balyasny Asset Management’s AST SpaceMobile ASTS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$331K	Buy	+3,989	New	+$376K	﹤0.01%	2523
2025 Q4	–	Sell	-10,116	Closed	-$722K	–	3067
2025 Q3	$496K	Buy	+10,116	New	+$488K	﹤0.01%	2399
2025 Q2	–	Sell	-9,543	Closed	-$276K	–	2804
2025 Q1	$217K	Sell	9,543 -13,557	-59%	-$347K	﹤0.01%	2559
2024 Q4	$487K	Sell	23,100 -5,350	-19%	-$131K	﹤0.01%	2201
2024 Q3	$744K	Buy	+28,450	New	+$642K	﹤0.01%	2081
2023 Q2	–	Sell	-38,981	Closed	-$198K	–	2260
2023 Q1	$198K	Sell	38,981 -7,663	-16%	-$44.2K	﹤0.01%	2224
2022 Q4	$225K	Buy	+46,644	New	+$281K	﹤0.01%	2096

Other funds holding ASTS

Rakuten Group Setagaya-Ku, Tokyo, Japan $2.58B AUM 250.19% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vodafone Ventures Newbury, United Kingdom $453M AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Balyasny Asset Management's ASTS Position: Q1 2026 in Review

Balyasny Asset Management opened a new position in AST SpaceMobile (ASTS) in Q1 2026: 3,989 shares worth $331K. The stake represents ﹤0.01% of the portfolio and ranks #2523 among its holdings. This is a return to the name: Balyasny Asset Management previously reported a position in ASTS as recently as Q3 2025.

Balyasny Asset Management first reported a position in ASTS in Q4 2022 and has held it in 7 quarters since. The position peaked at $744K in Q3 2024. 685 funds tracked by Wall St. Rank hold ASTS as of Q1 2026.

Balyasny Asset Management held 3,989 shares of AST SpaceMobile worth $331K as of Q1 2026.
AST SpaceMobile was a new Balyasny Asset Management position in Q1 2026.
AST SpaceMobile made up ﹤0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #2523 holding.
Balyasny Asset Management first reported a position in AST SpaceMobile in Q4 2022 and has held it in 7 quarters since.
Balyasny Asset Management's AST SpaceMobile position peaked at $744K in Q3 2024.
685 funds tracked by Wall St. Rank held AST SpaceMobile as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.