Balyasny Asset Management’s Kingsoft Cloud Holdings KC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.97M	Buy	147,738 +52,188	+55%	+$682K	﹤0.01%	1785
2025 Q4	$988K	Buy	+95,550	New	+$1.17M	﹤0.01%	2206
2025 Q3	–	Sell	-15,245	Closed	-$191K	–	3196
2025 Q2	$191K	Buy	+15,245	New	+$197K	﹤0.01%	2608
2022 Q3	–	Sell	-10,539	Closed	-$47K	–	3053
2022 Q2	$47K	Buy	+10,539	New	+$45.1K	﹤0.01%	2377
2021 Q4	–	Sell	-102,459	Closed	-$2.9M	–	2430
2021 Q3	$2.9M	Buy	+102,459	New	+$3.04M	0.01%	1009
2021 Q2	–	Sell	-16,194	Closed	-$637K	–	2156
2021 Q1	$637K	Buy	+16,194	New	+$859K	﹤0.01%	1351

Other funds holding KC

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Defiance ETFs New York $6.98B AUM

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Balyasny Asset Management increased its Kingsoft Cloud Holdings (KC) stake by 55% in Q1 2026, buying an estimated $682K and bringing the position to 147,738 shares worth $1.97M. The position accounts for ﹤0.01% of the portfolio, ranked #1785.

Balyasny Asset Management first reported a position in KC in Q1 2021 and has held it in 6 quarters since. The position peaked at $2.9M in Q3 2021. 83 funds tracked by Wall St. Rank hold KC as of Q1 2026.

Balyasny Asset Management held 147,738 shares of Kingsoft Cloud Holdings worth $1.97M as of Q1 2026.
Balyasny Asset Management bought 52,188 Kingsoft Cloud Holdings shares in Q1 2026, an estimated $682K.
Kingsoft Cloud Holdings made up ﹤0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #1785 holding.
Balyasny Asset Management first reported a position in Kingsoft Cloud Holdings in Q1 2021 and has held it in 6 quarters since.
Balyasny Asset Management's Kingsoft Cloud Holdings position peaked at $2.9M in Q3 2021.
83 funds tracked by Wall St. Rank held Kingsoft Cloud Holdings as of Q1 2026.

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