Balyasny Asset Management
NUVL

Balyasny Asset Management’s Nuvalent NUVL Stock Holding History

Balyasny Asset Management’s Portfolio NUVL Stock Details NUVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$128M Buy
+1,037,583
New +$112M 0.16% 141
2025
Q2 		– Sell
-73,221
Closed -$5.19M – 3193
2025
Q1 		$5.19M Buy
73,221
+28,906
+65% +$2.26M 0.01% 1230
2024
Q4 		$3.47M Buy
+44,315
New +$4.14M 0.01% 1446
2024
Q2 		– Sell
-31,078
Closed -$2.33M – 2947
2024
Q1 		$2.33M Buy
+31,078
New +$2.47M ﹤0.01% 1495

Other funds holding NUVL

DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
PBA
Paradigm Biocapital Advisors New York $5.34B AUM 380.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return

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

Balyasny Asset Management opened a new position in Nuvalent (NUVL) in Q2 2026: 1,037,583 shares worth $128M. The stake represents 0.16% of the portfolio and ranks #141 among its holdings. This is a return to the name: Balyasny Asset Management previously reported a position in NUVL as recently as Q1 2025.

Balyasny Asset Management first reported a position in NUVL in Q1 2024 and has held it in 4 quarters since. 293 funds tracked by Wall St. Rank hold NUVL as of Q2 2026.

  • Balyasny Asset Management held 1,037,583 shares of Nuvalent worth $128M as of Q2 2026.
  • Nuvalent was a new Balyasny Asset Management position in Q2 2026.
  • Nuvalent made up 0.16% of Balyasny Asset Management's portfolio in Q2 2026, its #141 holding.
  • Balyasny Asset Management first reported a position in Nuvalent in Q1 2024 and has held it in 4 quarters since.
  • 293 funds tracked by Wall St. Rank held Nuvalent as of Q2 2026.

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