Dmitry Balyasny’s Janux Therapeutics JANX Stock Holding History

Dmitry Balyasny’s Portfolio JANX Stock Details JANX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.25M	Sell	211,635 -878,512	-81%	-$12.7M	﹤0.01%	1585
2026 Q1	$15.2M	Buy	1,090,147 +204,596	+23%	+$2.81M	0.02%	811
2025 Q4	$12.2M	Buy	+885,551	New	+$20.8M	0.02%	934
2025 Q3	–	Sell	-10,054	Closed	-$232K	–	3183
2025 Q2	$232K	Buy	+10,054	New	+$265K	﹤0.01%	2558
2024 Q4	–	Sell	-63,215	Closed	-$2.87M	–	2999
2024 Q3	$2.87M	Buy	+63,215	New	+$2.75M	﹤0.01%	1518
2022 Q4	–	Sell	-12,182	Closed	-$165K	–	2998
2022 Q3	$165K	Buy	+12,182	New	+$163K	﹤0.01%	2341

Other funds holding JANX

RCM

RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return

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

Prosight Management Dallas, Texas $580M AUM 29.81% 1-Year Est. Return

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

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

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TCM

TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Dmitry Balyasny's JANX Position: Q2 2026 in Review

Dmitry Balyasny reduced its Janux Therapeutics (JANX) stake by 81% in Q2 2026, selling an estimated $12.7M and leaving 211,635 shares worth $3.25M. The position accounts for ﹤0.01% of the portfolio, ranked #1585.

Dmitry Balyasny first reported a position in JANX in Q3 2022 and has held it in 6 quarters since. The position peaked at $15.2M in Q1 2026. 196 funds tracked by Wall St. Rank hold JANX as of Q2 2026.

Dmitry Balyasny held 211,635 shares of Janux Therapeutics worth $3.25M as of Q2 2026.
Dmitry Balyasny sold 878,512 Janux Therapeutics shares in Q2 2026, an estimated $12.7M.
Janux Therapeutics made up ﹤0.01% of Dmitry Balyasny's portfolio in Q2 2026, its #1585 holding.
Dmitry Balyasny first reported a position in Janux Therapeutics in Q3 2022 and has held it in 6 quarters since.
Dmitry Balyasny's Janux Therapeutics position peaked at $15.2M in Q1 2026.
196 funds tracked by Wall St. Rank held Janux Therapeutics as of Q2 2026.

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