Balyasny Asset Management’s Virgin Galactic SPCE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-250,000
Closed -$803K 3488
2025
Q4
$803K Buy
+250,000
New +$942K ﹤0.01% 2288

Other funds holding SPCE

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.