Balyasny Asset Management
FOLD

Balyasny Asset Management’s Amicus Therapeutics FOLD Stock Holding History

Balyasny Asset Management’s Portfolio FOLD Stock Details FOLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-59,500
Closed -$847K – 3098
2025
Q4 		$847K Buy
+59,500
New +$585K ﹤0.01% 2269
2024
Q4 		– Sell
-150,000
Closed -$1.6M – 2910
2024
Q3 		$1.6M Buy
+150,000
New +$1.63M ﹤0.01% 1762

Other funds holding FOLD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

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

Balyasny Asset Management reduced its Amicus Therapeutics (FOLD) stake by 25% in Q1 2026, selling an estimated $18.6M and leaving 3,827,513 shares worth $55.3M. The position accounts for 0.07% of the portfolio, ranked #314.

Balyasny Asset Management first reported a position in FOLD in Q2 2013 and has held it in 27 quarters since. The position peaked at $73M in Q4 2025. 298 funds tracked by Wall St. Rank hold FOLD as of Q1 2026.

  • Balyasny Asset Management held 3,827,513 shares of Amicus Therapeutics worth $55.3M as of Q1 2026.
  • Balyasny Asset Management sold 1,296,914 Amicus Therapeutics shares in Q1 2026, an estimated $18.6M.
  • Amicus Therapeutics made up 0.07% of Balyasny Asset Management's portfolio in Q1 2026, its #314 holding.
  • Balyasny Asset Management first reported a position in Amicus Therapeutics in Q2 2013 and has held it in 27 quarters since.
  • Balyasny Asset Management's Amicus Therapeutics position peaked at $73M in Q4 2025.
  • 298 funds tracked by Wall St. Rank held Amicus Therapeutics as of Q1 2026.

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