Dmitry Balyasny’s Cameco CCJ Stock Holding History

Dmitry Balyasny’s Portfolio CCJ Stock Details CCJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$306K	Sell	3,000 -62,000	-95%	-$6.95M	﹤0.01%	2705
2026 Q1	$7.06M	Sell	65,000 -141,000	-68%	-$16.1M	0.01%	1196
2025 Q4	$18.8M	Sell	206,000 -34,300	-14%	-$3.09M	0.02%	747
2025 Q3	$20.2M	Sell	240,300 -77,300	-24%	-$5.99M	0.03%	713
2025 Q2	$23.6M	Buy	317,600 +165,100	+108%	+$8.81M	0.04%	605
2025 Q1	$6.28M	Sell	152,500 -56,300	-27%	-$2.65M	0.01%	1143
2024 Q4	$10.7M	Hold	208,800	–	–	0.02%	930
2024 Q3	$9.97M	Buy	208,800 +108,800	+109%	+$4.74M	0.02%	956
2024 Q2	$4.92M	Hold	100,000	–	–	0.01%	1178
2024 Q1	$4.33M	Buy	+100,000	New	+$4.38M	0.01%	1279

Other funds holding CCJ

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Dmitry Balyasny's CCJ Position: Q2 2026 in Review

Dmitry Balyasny opened a new position in Cameco (CCJ) in Q2 2026: 328,416 shares worth $33.5M. The stake represents 0.04% of the portfolio and ranks #495 among its holdings. This is a return to the name: Dmitry Balyasny previously reported a position in CCJ as recently as Q4 2025.

Dmitry Balyasny first reported a position in CCJ in Q3 2013 and has held it in 24 quarters since. The position peaked at $55.4M in Q4 2024. 1,033 funds tracked by Wall St. Rank hold CCJ as of Q2 2026.

Dmitry Balyasny held 328,416 shares of Cameco worth $33.5M as of Q2 2026.
Cameco was a new Dmitry Balyasny position in Q2 2026.
Cameco made up 0.04% of Dmitry Balyasny's portfolio in Q2 2026, its #495 holding.
Dmitry Balyasny first reported a position in Cameco in Q3 2013 and has held it in 24 quarters since.
Dmitry Balyasny's Cameco position peaked at $55.4M in Q4 2024.
1,033 funds tracked by Wall St. Rank held Cameco as of Q2 2026.

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