Balyasny Asset Management’s Navitas Semiconductor NVTS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$319K	Buy	+36,355	New	+$335K	﹤0.01%	2540
2025 Q4	–	Sell	-83,240	Closed	-$601K	–	3448
2025 Q3	$601K	Buy	83,240 +62,311	+298%	+$417K	﹤0.01%	2314
2025 Q2	$137K	Sell	20,929 -387,167	-95%	-$1.49M	﹤0.01%	2657
2025 Q1	$837K	Sell	408,096 -1,036,667	-72%	-$2.97M	﹤0.01%	2070
2024 Q4	$5.16M	Sell	1,444,763 -13,703	-0.9%	-$38.1K	0.01%	1268
2024 Q3	$3.57M	Buy	1,458,466 +1,390,998	+2,062%	+$4.52M	0.01%	1418
2024 Q2	$265K	Sell	67,468 -2,679	-4%	-$11.3K	﹤0.01%	2264
2024 Q1	$335K	Buy	+70,147	New	+$412K	﹤0.01%	2216
2023 Q4	–	Sell	-12,381	Closed	-$86K	–	2795
2023 Q3	$86K	Sell	12,381 -396,774	-97%	-$3.51M	﹤0.01%	2134
2023 Q2	$4.31M	Buy	+409,155	New	+$3.17M	0.01%	1113
2022 Q1	–	Sell	-13,525	Closed	-$230K	–	2771
2021 Q4	$230K	Sell	13,525 -166,274	-92%	-$2.49M	﹤0.01%	1802
2021 Q3	$1.79M	Sell	179,799 -272,400	-60%	-$2.71M	0.01%	1172
2021 Q2	$4.49M	Sell	452,199 -4,746	-1%	-$47.4K	0.02%	750
2021 Q1	$4.57M	Buy	+456,945	New	+$4.85M	0.03%	722