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
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 $5.72T AUM 30.48% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OCA
Octagon Capital Advisors New York $904M AUM 737.04% 1-Year Est. Return
CC
Commodore Capital New York $1.73B AUM 298.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Balyasny Asset Management reduced its Definium Therapeutics (DFTX) stake by 2.6% in Q1 2026, selling an estimated $575K and leaving 1,274,221 shares worth $24.1M. The position accounts for 0.03% of the portfolio, ranked #608.

Balyasny Asset Management first reported a position in DFTX in Q2 2022 and has held it in 7 quarters since. 247 funds tracked by Wall St. Rank hold DFTX as of Q1 2026.

  • Balyasny Asset Management held 1,274,221 shares of Definium Therapeutics worth $24.1M as of Q1 2026.
  • Balyasny Asset Management sold 33,894 Definium Therapeutics shares in Q1 2026, an estimated $575K.
  • Definium Therapeutics made up 0.03% of Balyasny Asset Management's portfolio in Q1 2026, its #608 holding.
  • Balyasny Asset Management first reported a position in Definium Therapeutics in Q2 2022 and has held it in 7 quarters since.
  • 247 funds tracked by Wall St. Rank held Definium Therapeutics as of Q1 2026.

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