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Dmitry Balyasny’s Carlyle Secured Lending CGBD Stock Holding History

Dmitry Balyasny’s Portfolio CGBD Stock Details CGBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$868K Buy
82,388
+9,925
+14% +$111K ﹤0.01% 2289
2026
Q1 		$793K Buy
+72,463
New +$856K ﹤0.01% 2175

Other funds holding CGBD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LC
Lalia Capital New York $206M AUM
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return

Dmitry Balyasny's CGBD Position: Q2 2026 in Review

Dmitry Balyasny increased its Carlyle Secured Lending (CGBD) stake by 14% in Q2 2026, buying an estimated $111K and bringing the position to 82,388 shares worth $868K. The position accounts for ﹤0.01% of the portfolio, ranked #2289.

Dmitry Balyasny first reported a position in CGBD in Q1 2026 and has held it in 2 quarters since. 142 funds tracked by Wall St. Rank hold CGBD as of Q2 2026.

  • Dmitry Balyasny held 82,388 shares of Carlyle Secured Lending worth $868K as of Q2 2026.
  • Dmitry Balyasny bought 9,925 Carlyle Secured Lending shares in Q2 2026, an estimated $111K.
  • Carlyle Secured Lending made up ﹤0.01% of Dmitry Balyasny's portfolio in Q2 2026, its #2289 holding.
  • Dmitry Balyasny first reported a position in Carlyle Secured Lending in Q1 2026 and has held it in 2 quarters since.
  • 142 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q2 2026.

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