Dmitry Balyasny’s Arcutis Biotherapeutics ARQT Stock Holding History

Dmitry Balyasny’s Portfolio ARQT Stock Details ARQT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.37M	Buy	+243,119	New	+$5.66M	0.01%	1269
2025 Q2	–	Sell	-427,433	Closed	-$6.69M	–	2794
2025 Q1	$6.69M	Buy	427,433 +324,292	+314%	+$4.57M	0.01%	1115
2024 Q4	$1.44M	Buy	+103,141	New	+$1.13M	﹤0.01%	1793
2024 Q3	–	Sell	-437,362	Closed	-$4.07M	–	2723
2024 Q2	$4.07M	Sell	437,362 -343,418	-44%	-$3.11M	0.01%	1264
2024 Q1	$7.74M	Buy	+780,780	New	+$5.83M	0.01%	1044
2023 Q4	–	Sell	-38,069	Closed	-$202K	–	2477
2023 Q3	$202K	Buy	+38,069	New	+$324K	﹤0.01%	2032
2023 Q2	–	Sell	-44,288	Closed	-$487K	–	2253
2023 Q1	$487K	Buy	+44,288	New	+$641K	﹤0.01%	1961

Other funds holding ARQT

SCM

Suvretta Capital Management New York $5.47B AUM 131.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FLSM

Frazier Life Sciences Management Palo Alto, California $4.59B AUM 237.58% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

PCH

Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Dmitry Balyasny's ARQT Position: Q2 2026 in Review

Dmitry Balyasny opened a new position in Arcutis Biotherapeutics (ARQT) in Q2 2026: 243,119 shares worth $6.37M. The stake represents 0.01% of the portfolio and ranks #1269 among its holdings. This is a return to the name: Dmitry Balyasny previously reported a position in ARQT as recently as Q1 2025.

Dmitry Balyasny first reported a position in ARQT in Q1 2023 and has held it in 7 quarters since. The position peaked at $7.74M in Q1 2024. 271 funds tracked by Wall St. Rank hold ARQT as of Q2 2026.

Dmitry Balyasny held 243,119 shares of Arcutis Biotherapeutics worth $6.37M as of Q2 2026.
Arcutis Biotherapeutics was a new Dmitry Balyasny position in Q2 2026.
Arcutis Biotherapeutics made up 0.01% of Dmitry Balyasny's portfolio in Q2 2026, its #1269 holding.
Dmitry Balyasny first reported a position in Arcutis Biotherapeutics in Q1 2023 and has held it in 7 quarters since.
Dmitry Balyasny's Arcutis Biotherapeutics position peaked at $7.74M in Q1 2024.
271 funds tracked by Wall St. Rank held Arcutis Biotherapeutics as of Q2 2026.

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