Dmitry Balyasny’s Kingsoft Cloud Holdings KC Stock Holding History

Dmitry Balyasny’s Portfolio KC Stock Details KC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.79M	Buy	197,701 +49,963	+34%	+$691K	﹤0.01%	1879
2026 Q1	$1.97M	Buy	147,738 +52,188	+55%	+$682K	﹤0.01%	1785
2025 Q4	$988K	Buy	+95,550	New	+$1.17M	﹤0.01%	2206
2025 Q3	–	Sell	-15,245	Closed	-$191K	–	3196
2025 Q2	$191K	Buy	+15,245	New	+$197K	﹤0.01%	2608
2022 Q3	–	Sell	-10,539	Closed	-$47K	–	3053
2022 Q2	$47K	Buy	+10,539	New	+$45.1K	﹤0.01%	2377
2021 Q4	–	Sell	-102,459	Closed	-$2.9M	–	2430
2021 Q3	$2.9M	Buy	+102,459	New	+$3.04M	0.01%	1009
2021 Q2	–	Sell	-16,194	Closed	-$637K	–	2156
2021 Q1	$637K	Buy	+16,194	New	+$859K	﹤0.01%	1351

Other funds holding KC

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Defiance ETFs New York $7.37B AUM

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

MICM

Matthews International Capital Management San Francisco, California $292M AUM 75.01% 1-Year Est. Return

Dmitry Balyasny's KC Position: Q2 2026 in Review

Dmitry Balyasny increased its Kingsoft Cloud Holdings (KC) stake by 34% in Q2 2026, buying an estimated $691K and bringing the position to 197,701 shares worth $1.79M. The position accounts for ﹤0.01% of the portfolio, ranked #1879.

Dmitry Balyasny first reported a position in KC in Q1 2021 and has held it in 7 quarters since. The position peaked at $2.9M in Q3 2021. 85 funds tracked by Wall St. Rank hold KC as of Q2 2026.

Dmitry Balyasny held 197,701 shares of Kingsoft Cloud Holdings worth $1.79M as of Q2 2026.
Dmitry Balyasny bought 49,963 Kingsoft Cloud Holdings shares in Q2 2026, an estimated $691K.
Kingsoft Cloud Holdings made up ﹤0.01% of Dmitry Balyasny's portfolio in Q2 2026, its #1879 holding.
Dmitry Balyasny first reported a position in Kingsoft Cloud Holdings in Q1 2021 and has held it in 7 quarters since.
Dmitry Balyasny's Kingsoft Cloud Holdings position peaked at $2.9M in Q3 2021.
85 funds tracked by Wall St. Rank held Kingsoft Cloud Holdings as of Q2 2026.

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