Balyasny Asset Management
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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
2025
Q3 		– Sell
-38,000
Closed -$809K – 3428
2025
Q2 		$809K Sell
38,000
-284,100
-88% -$6.48M ﹤0.01% 2120
2025
Q1 		$6.21M Buy
+322,100
New +$6.46M 0.01% 1146

Other funds holding SMMT

BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
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.