Balyasny Asset Management
DFTX

Balyasny Asset Management’s Definium Therapeutics DFTX Stock Holding History

Balyasny Asset Management’s Portfolio DFTX Stock Details DFTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$42.2M Sell
897,658
-376,563
-30% -$9.31M 0.05% 417
2026
Q1 		$24.1M Sell
1,274,221
-33,894
-3% -$575K 0.03% 608
2025
Q4 		$17.5M Buy
+1,308,115
New +$16.2M 0.02% 784
2025
Q3 		– Sell
-38,937
Closed -$253K – 3264
2025
Q2 		$253K Sell
38,937
-130,621
-77% -$859K ﹤0.01% 2529
2025
Q1 		$992K Buy
+169,558
New +$1.21M ﹤0.01% 1992
2024
Q4 		– Sell
-26,386
Closed -$150K – 3073
2024
Q3 		$150K Buy
26,386
+8,723
+49% +$60.7K ﹤0.01% 2607
2024
Q2 		$127K Buy
+17,663
New +$154K ﹤0.01% 2388
2022
Q3 		– Sell
-4,420
Closed -$42K – 3109
2022
Q2 		$42K Buy
+4,420
New +$55.9K ﹤0.01% 2388

Other funds holding DFTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Balyasny Asset Management reduced its Definium Therapeutics (DFTX) stake by 30% in Q2 2026, selling an estimated $9.31M and leaving 897,658 shares worth $42.2M. The position accounts for 0.05% of the portfolio, ranked #417.

Balyasny Asset Management first reported a position in DFTX in Q2 2022 and has held it in 8 quarters since. 362 funds tracked by Wall St. Rank hold DFTX as of Q2 2026.

  • Balyasny Asset Management held 897,658 shares of Definium Therapeutics worth $42.2M as of Q2 2026.
  • Balyasny Asset Management sold 376,563 Definium Therapeutics shares in Q2 2026, an estimated $9.31M.
  • Definium Therapeutics made up 0.05% of Balyasny Asset Management's portfolio in Q2 2026, its #417 holding.
  • Balyasny Asset Management first reported a position in Definium Therapeutics in Q2 2022 and has held it in 8 quarters since.
  • 362 funds tracked by Wall St. Rank held Definium Therapeutics as of Q2 2026.

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