Balyasny Asset Management’s Sutro Biopharma STRO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11.6M	Buy	465,792 +235,743	+102%	+$4.26M	0.02%	970
2025 Q4	$2.66M	Buy	+230,049	New	+$2.18M	﹤0.01%	1727
2023 Q3	–	Sell	-21,402	Closed	-$995K	–	2706
2023 Q2	$995K	Buy	+21,402	New	+$1.07M	﹤0.01%	1624
2023 Q1	–	Sell	-1,761	Closed	-$142K	–	3129
2022 Q4	$142K	Buy	+1,761	New	+$122K	﹤0.01%	2200
2021 Q3	–	Sell	-6,143	Closed	-$1.14M	–	2399
2021 Q2	$1.14M	Buy	+6,143	New	+$1.2M	0.01%	1215

Other funds holding STRO

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

AAA

Affinity Asset Advisors New York $1.94B AUM 374.45% 1-Year Est. Return

Samsara BioCapital Palo Alto, California $1.03B AUM 214.94% 1-Year Est. Return

KCM

Kynam Capital Management Princeton, New Jersey $1.62B AUM 138.67% 1-Year Est. Return

OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

EAM

Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return

Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return

RCM

RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

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

Balyasny Asset Management increased its Sutro Biopharma (STRO) stake by 102% in Q1 2026, buying an estimated $4.26M and bringing the position to 465,792 shares worth $11.6M. The position accounts for 0.02% of the portfolio, ranked #970.

Balyasny Asset Management first reported a position in STRO in Q2 2021 and has held it in 5 quarters since. 78 funds tracked by Wall St. Rank hold STRO as of Q1 2026.

Balyasny Asset Management held 465,792 shares of Sutro Biopharma worth $11.6M as of Q1 2026.
Balyasny Asset Management bought 235,743 Sutro Biopharma shares in Q1 2026, an estimated $4.26M.
Sutro Biopharma made up 0.02% of Balyasny Asset Management's portfolio in Q1 2026, its #970 holding.
Balyasny Asset Management first reported a position in Sutro Biopharma in Q2 2021 and has held it in 5 quarters since.
78 funds tracked by Wall St. Rank held Sutro Biopharma as of Q1 2026.

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