Dmitry Balyasny’s Adecoagro AGRO Stock Holding History

Dmitry Balyasny’s Portfolio AGRO Stock Details AGRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$184K	Buy	+19,280	New	+$243K	﹤0.01%	2834
2026 Q1	–	Sell	-113,777	Closed	-$902K	–	2832
2025 Q4	$902K	Buy	+113,777	New	+$893K	﹤0.01%	2246
2025 Q3	–	Sell	-17,599	Closed	-$161K	–	2862
2025 Q2	$161K	Sell	17,599 -128,445	-88%	-$1.25M	﹤0.01%	2632
2025 Q1	$1.63M	Buy	+146,044	New	+$1.5M	﹤0.01%	1798
2024 Q2	–	Sell	-71,222	Closed	-$785K	–	2523
2024 Q1	$785K	Sell	71,222 -269,757	-79%	-$2.77M	﹤0.01%	1890
2023 Q4	$3.78M	Buy	340,979 +197,730	+138%	+$2.18M	0.01%	1227
2023 Q3	$1.67M	Buy	143,249 +93,386	+187%	+$1.01M	﹤0.01%	1422
2023 Q2	$467K	Buy	49,863 +16,986	+52%	+$150K	﹤0.01%	1870
2023 Q1	$266K	Sell	32,877 -3,869	-11%	-$31.1K	﹤0.01%	2160
2022 Q4	$305K	Buy	+36,746	New	+$301K	﹤0.01%	1987
2022 Q3	–	Sell	-24,252	Closed	-$205K	–	2818
2022 Q2	$205K	Buy	+24,252	New	+$261K	﹤0.01%	2199
2021 Q2	–	Sell	-54,432	Closed	-$428K	–	1926
2021 Q1	$428K	Buy	+54,432	New	+$439K	﹤0.01%	1441

Other funds holding AGRO

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

DCM

Discovery Capital Management South Norwalk, Connecticut $2.41B AUM 286.33% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

CWP

Capital Wealth Planning Naples, Florida $20B AUM 25.34% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Dmitry Balyasny's AGRO Position: Q2 2026 in Review

Dmitry Balyasny opened a new position in Adecoagro (AGRO) in Q2 2026: 19,280 shares worth $184K. The stake represents ﹤0.01% of the portfolio and ranks #2834 among its holdings. This is a return to the name: Dmitry Balyasny previously reported a position in AGRO as recently as Q4 2025.

Dmitry Balyasny first reported a position in AGRO in Q1 2021 and has held it in 12 quarters since. The position peaked at $3.78M in Q4 2023. 87 funds tracked by Wall St. Rank hold AGRO as of Q2 2026.

Dmitry Balyasny held 19,280 shares of Adecoagro worth $184K as of Q2 2026.
Adecoagro was a new Dmitry Balyasny position in Q2 2026.
Adecoagro made up ﹤0.01% of Dmitry Balyasny's portfolio in Q2 2026, its #2834 holding.
Dmitry Balyasny first reported a position in Adecoagro in Q1 2021 and has held it in 12 quarters since.
Dmitry Balyasny's Adecoagro position peaked at $3.78M in Q4 2023.
87 funds tracked by Wall St. Rank held Adecoagro as of Q2 2026.

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