Balyasny Asset Management’s Stoke Therapeutics STOK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$777K	Buy	23,878 +14,538	+156%	+$477K	﹤0.01%	2184
2025 Q4	$296K	Buy	+9,340	New	+$281K	﹤0.01%	2730
2023 Q1	–	Sell	-29,038	Closed	-$268K	–	3126
2022 Q4	$268K	Buy	29,038 +17,608	+154%	+$183K	﹤0.01%	2034
2022 Q3	$147K	Buy	+11,430	New	+$182K	﹤0.01%	2360
2021 Q4	–	Sell	-61,031	Closed	-$1.55M	–	2580
2021 Q3	$1.55M	Sell	61,031 -3,774	-6%	-$105K	0.01%	1200
2021 Q2	$2.18M	Buy	+64,805	New	+$2.29M	0.01%	982

Other funds holding STOK

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

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

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

LCM

Lynx1 Capital Management San Juan, Puerto Rico $633M AUM 173.22% 1-Year Est. Return

Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BBA

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return

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

Balyasny Asset Management increased its Stoke Therapeutics (STOK) stake by 156% in Q1 2026, buying an estimated $477K and bringing the position to 23,878 shares worth $777K. The position accounts for ﹤0.01% of the portfolio, ranked #2184.

Balyasny Asset Management first reported a position in STOK in Q2 2021 and has held it in 6 quarters since. The position peaked at $2.18M in Q2 2021. 196 funds tracked by Wall St. Rank hold STOK as of Q1 2026.

Balyasny Asset Management held 23,878 shares of Stoke Therapeutics worth $777K as of Q1 2026.
Balyasny Asset Management bought 14,538 Stoke Therapeutics shares in Q1 2026, an estimated $477K.
Stoke Therapeutics made up ﹤0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #2184 holding.
Balyasny Asset Management first reported a position in Stoke Therapeutics in Q2 2021 and has held it in 6 quarters since.
Balyasny Asset Management's Stoke Therapeutics position peaked at $2.18M in Q2 2021.
196 funds tracked by Wall St. Rank held Stoke Therapeutics as of Q1 2026.

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