Balyasny Asset Management’s ZTO Express ZTO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$457K	Buy	+20,399	New	+$486K	﹤0.01%	2559
2023 Q3	–	Sell	-1,706,326	Closed	-$42.8M	–	2800
2023 Q2	$42.8M	Buy	1,706,326 +277,353	+19%	+$7.63M	0.09%	296
2023 Q1	$41M	Buy	1,428,973 +211,211	+17%	+$5.77M	0.1%	275
2022 Q4	$32.7M	Buy	1,217,762 +1,103,476	+966%	+$25.4M	0.09%	296
2022 Q3	$2.75M	Sell	114,286 -1,062,613	-90%	-$27.7M	0.01%	1333
2022 Q2	$32.3M	Sell	1,176,899 -390,443	-25%	-$10M	0.11%	269
2022 Q1	$39.2M	Buy	1,567,342 +441,982	+39%	+$12.5M	0.12%	206
2021 Q4	$31.8M	Buy	1,125,360 +658,919	+141%	+$19.7M	0.11%	246
2021 Q3	$14.3M	Buy	466,441 +149,005	+47%	+$4.28M	0.06%	440
2021 Q2	$9.63M	Buy	+317,436	New	+$9.8M	0.05%	530
2017 Q3	–	Sell	-25,000	Closed	-$349K	–	2128
2017 Q2	$349K	Buy	+25,000	New	+$345K	﹤0.01%	1282

Other funds holding ZTO

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SCMS

Serenity Capital Management (Singapore) Singapore $332M AUM 8.08% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

PIM

Platinum Investment Management Sydney Australia 2000, Australia $407M AUM 87.11% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Balyasny Asset Management's ZTO Position: Q2 2026 in Review

Balyasny Asset Management opened a new position in ZTO Express (ZTO) in Q2 2026: 20,399 shares worth $457K. The stake represents ﹤0.01% of the portfolio and ranks #2559 among its holdings. This is a return to the name: Balyasny Asset Management previously reported a position in ZTO as recently as Q2 2023.

Balyasny Asset Management first reported a position in ZTO in Q2 2017 and has held it in 11 quarters since. The position peaked at $42.8M in Q2 2023. 197 funds tracked by Wall St. Rank hold ZTO as of Q2 2026.

Balyasny Asset Management held 20,399 shares of ZTO Express worth $457K as of Q2 2026.
ZTO Express was a new Balyasny Asset Management position in Q2 2026.
ZTO Express made up ﹤0.01% of Balyasny Asset Management's portfolio in Q2 2026, its #2559 holding.
Balyasny Asset Management first reported a position in ZTO Express in Q2 2017 and has held it in 11 quarters since.
Balyasny Asset Management's ZTO Express position peaked at $42.8M in Q2 2023.
197 funds tracked by Wall St. Rank held ZTO Express as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.