DB
DAWN

Dmitry Balyasny’s Day One Biopharmaceuticals DAWN Stock Holding History

Dmitry Balyasny’s Portfolio DAWN Stock Details DAWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,625,235
Closed -$56.3M – 3099
2026
Q1 		$56.3M Buy
2,625,235
+1,135,311
+76% +$16M 0.07% 311
2025
Q4 		$13.9M Buy
1,489,924
+105,877
+8% +$885K 0.02% 884
2025
Q3 		$9.76M Buy
+1,384,047
New +$9.52M 0.01% 1068
2025
Q2 		– Sell
-133,641
Closed -$1.06M – 2926
2025
Q1 		$1.06M Buy
133,641
+104,186
+354% +$1.12M ﹤0.01% 1963
2024
Q4 		$373K Buy
+29,455
New +$410K ﹤0.01% 2300
2024
Q2 		– Sell
-53,152
Closed -$878K – 2663
2024
Q1 		$878K Buy
53,152
+37,547
+241% +$562K ﹤0.01% 1847
2023
Q4 		$228K Buy
+15,605
New +$189K ﹤0.01% 2272
2023
Q1 		– Sell
-9,883
Closed -$213K – 2747
2022
Q4 		$213K Buy
+9,883
New +$203K ﹤0.01% 2116

Other funds holding DAWN

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Dmitry Balyasny's DAWN Position: Q2 2026 in Review

Dmitry Balyasny sold out of Day One Biopharmaceuticals (DAWN) in Q2 2026, closing a stake of 2,625,235 shares — an estimated $56.3M sold.

Dmitry Balyasny first reported a position in DAWN in Q4 2022 and held it in 8 quarters. The position peaked at $56.3M in Q1 2026. 1 fund tracked by Wall St. Rank holds DAWN as of Q2 2026.

  • Dmitry Balyasny reported no remaining Day One Biopharmaceuticals position as of Q2 2026 after selling out during the quarter.
  • Dmitry Balyasny sold 2,625,235 Day One Biopharmaceuticals shares in Q2 2026, an estimated $56.3M.
  • Dmitry Balyasny first reported a position in Day One Biopharmaceuticals in Q4 2022 and held it in 8 quarters.
  • Dmitry Balyasny's Day One Biopharmaceuticals position peaked at $56.3M in Q1 2026.
  • 1 fund tracked by Wall St. Rank held Day One Biopharmaceuticals as of Q2 2026.

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