Balyasny Asset Management
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Balyasny Asset Management’s Disc Medicine IRON Stock Holding History

Balyasny Asset Management’s Portfolio IRON Stock Details IRON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-221,761
Closed -$17.6M – 3195
2025
Q4 		$17.6M Sell
221,761
-116,340
-34% -$9.83M 0.02% 779
2025
Q3 		$22.3M Buy
+338,101
New +$20.1M 0.03% 669
2024
Q4 		– Sell
-15,419
Closed -$758K – 2995
2024
Q3 		$758K Buy
15,419
+5,144
+50% +$242K ﹤0.01% 2077
2024
Q2 		$463K Buy
+10,275
New +$349K ﹤0.01% 2076

Other funds holding IRON

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AVLSA
Atlas Venture Life Science Advisors Cambridge, Massachusetts $790M AUM 223.66% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
FLSM
Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return

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

Balyasny Asset Management sold out of Disc Medicine (IRON) in Q1 2026, closing a stake of 221,761 shares — an estimated $17.6M sold.

Balyasny Asset Management first reported a position in IRON in Q2 2024 and held it in 4 quarters. The position peaked at $22.3M in Q3 2025. 203 funds tracked by Wall St. Rank hold IRON as of Q1 2026.

  • Balyasny Asset Management reported no remaining Disc Medicine position as of Q1 2026 after selling out during the quarter.
  • Balyasny Asset Management sold 221,761 Disc Medicine shares in Q1 2026, an estimated $17.6M.
  • Balyasny Asset Management first reported a position in Disc Medicine in Q2 2024 and held it in 4 quarters.
  • Balyasny Asset Management's Disc Medicine position peaked at $22.3M in Q3 2025.
  • 203 funds tracked by Wall St. Rank held Disc Medicine as of Q1 2026.

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