Dmitry Balyasny’s Circle Internet Group CRCL Stock Holding History

Dmitry Balyasny’s Portfolio CRCL Stock Details CRCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.54M	Buy	88,400 +27,700	+46%	+$2.7M	0.01%	1327
2026 Q1	$5.79M	Buy	+60,700	New	+$5.15M	0.01%	1300

Other funds holding CRCL

ICCFIA

IDG China Capital Fund III Associates Central Hong Kong, China $564M AUM 61.98% 1-Year Est. Return

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

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

IACCIA

IDG-Accel China Capital II Associates Palo Alto, California $437M AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dmitry Balyasny's CRCL Position: Q1 2026 in Review

Dmitry Balyasny sold out of Circle Internet Group (CRCL) in Q1 2026, closing a stake of 358,166 shares — an estimated $30.4M sold.

Dmitry Balyasny first reported a position in CRCL in Q2 2025 and held it in 2 quarters. The position peaked at $28.4M in Q4 2025. 537 funds tracked by Wall St. Rank hold CRCL as of Q1 2026.

Dmitry Balyasny reported no remaining Circle Internet Group position as of Q1 2026 after selling out during the quarter.
Dmitry Balyasny sold 358,166 Circle Internet Group shares in Q1 2026, an estimated $30.4M.
Dmitry Balyasny first reported a position in Circle Internet Group in Q2 2025 and held it in 2 quarters.
Dmitry Balyasny's Circle Internet Group position peaked at $28.4M in Q4 2025.
537 funds tracked by Wall St. Rank held Circle Internet Group as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.