Balyasny Asset Management’s Summit Therapeutics SMMT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.4M	Buy	548,335 +498,037	+990%	+$8.05M	0.01%	1012
2025 Q4	$880K	Sell	50,298 -144,553	-74%	-$2.72M	﹤0.01%	2254
2025 Q3	$4.03M	Buy	+194,851	New	+$4.73M	0.01%	1470
2025 Q2	–	Sell	-1,703,180	Closed	-$38.8M	–	3307
2025 Q1	$32.9M	Buy	1,703,180 +1,315,938	+340%	+$26.4M	0.05%	421
2024 Q4	$6.91M	Sell	387,242 -43,934	-10%	-$852K	0.01%	1121
2024 Q3	$9.44M	Sell	431,176 -578,981	-57%	-$8.1M	0.02%	984
2024 Q2	$7.88M	Buy	+1,010,157	New	+$5.46M	0.01%	978
2023 Q3	–	Sell	-10,157	Closed	-$25.5K	–	2691
2023 Q2	$25.5K	Sell	10,157 -25,406	-71%	-$46.4K	﹤0.01%	2151
2023 Q1	$62.2K	Buy	+35,563	New	+$97K	﹤0.01%	2363

Other funds holding SMMT

BBA

Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Balyasny Asset Management increased its Summit Therapeutics (SMMT) stake by 990% in Q1 2026, buying an estimated $8.05M and bringing the position to 548,335 shares worth $10.4M. The position accounts for 0.01% of the portfolio, ranked #1012.

Balyasny Asset Management first reported a position in SMMT in Q1 2023 and has held it in 9 quarters since. The position peaked at $32.9M in Q1 2025. 222 funds tracked by Wall St. Rank hold SMMT as of Q1 2026.

Balyasny Asset Management held 548,335 shares of Summit Therapeutics worth $10.4M as of Q1 2026.
Balyasny Asset Management bought 498,037 Summit Therapeutics shares in Q1 2026, an estimated $8.05M.
Summit Therapeutics made up 0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #1012 holding.
Balyasny Asset Management first reported a position in Summit Therapeutics in Q1 2023 and has held it in 9 quarters since.
Balyasny Asset Management's Summit Therapeutics position peaked at $32.9M in Q1 2025.
222 funds tracked by Wall St. Rank held Summit Therapeutics as of Q1 2026.

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