Balyasny Asset Management
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Balyasny Asset Management’s Virgin Galactic SPCE Stock Holding History

Balyasny Asset Management’s Portfolio SPCE Stock Details SPCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$581K Buy
239,095
+196,620
+463% +$533K ﹤0.01% 2306
2025
Q4 		$136K Buy
42,475
+27,475
+183% +$103K ﹤0.01% 2932
2025
Q3 		$57.9K Hold
15,000
– – ﹤0.01% 2814
2025
Q2 		$41K Sell
15,000
-16,883
-53% -$51.7K ﹤0.01% 2709
2025
Q1 		$96.6K Sell
31,883
-17,438
-35% -$76.5K ﹤0.01% 2682
2024
Q4 		$290K Buy
49,321
+18,240
+59% +$121K ﹤0.01% 2399
2024
Q3 		$190K Buy
+31,081
New +$208K ﹤0.01% 2579
2023
Q4 		– Sell
-3,065
Closed -$110K – 2874
2023
Q3 		$110K Sell
3,065
-1,174
-28% -$70K ﹤0.01% 2117
2023
Q2 		$329K Sell
4,239
-3,481
-45% -$276K ﹤0.01% 1964
2023
Q1 		$625K Sell
7,720
-1,593
-17% -$159K ﹤0.01% 1896
2022
Q4 		$648K Buy
9,313
+2,802
+43% +$261K ﹤0.01% 1796
2022
Q3 		$613K Buy
6,511
+90
+1% +$11.6K ﹤0.01% 1976
2022
Q2 		$773K Buy
6,421
+3,525
+122% +$511K ﹤0.01% 1847
2022
Q1 		$572K Sell
2,896
-1,033
-26% -$193K ﹤0.01% 1786
2021
Q4 		$1.05M Buy
3,929
+2,020
+106% +$730K ﹤0.01% 1419
2021
Q3 		$966K Buy
1,909
+1,622
+565% +$963K ﹤0.01% 1355
2021
Q2 		$264K Buy
+287
New +$163K ﹤0.01% 1681
2020
Q3 		– Sell
-3,388
Closed -$1.11M – 1576
2020
Q2 		$1.11M Buy
+3,388
New +$1.11M 0.01% 812

Other funds holding SPCE

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

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

Balyasny Asset Management increased its Virgin Galactic (SPCE) stake by 463% in Q1 2026, buying an estimated $533K and bringing the position to 239,095 shares worth $581K. The position accounts for ﹤0.01% of the portfolio, ranked #2306.

Balyasny Asset Management first reported a position in SPCE in Q2 2020 and has held it in 18 quarters since. The position peaked at $1.11M in Q2 2020. 159 funds tracked by Wall St. Rank hold SPCE as of Q1 2026.

  • Balyasny Asset Management held 239,095 shares of Virgin Galactic worth $581K as of Q1 2026.
  • Balyasny Asset Management bought 196,620 Virgin Galactic shares in Q1 2026, an estimated $533K.
  • Virgin Galactic made up ﹤0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #2306 holding.
  • Balyasny Asset Management first reported a position in Virgin Galactic in Q2 2020 and has held it in 18 quarters since.
  • Balyasny Asset Management's Virgin Galactic position peaked at $1.11M in Q2 2020.
  • 159 funds tracked by Wall St. Rank held Virgin Galactic as of Q1 2026.

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