Dmitry Balyasny’s Nuvalent NUVL Stock Holding History

Dmitry Balyasny’s Portfolio NUVL Stock Details NUVL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.61M	Buy	+77,800	New	+$8.37M	0.01%	1071

Other funds holding NUVL

Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return

PBA

Paradigm Biocapital Advisors New York $5.34B AUM 380.18% 1-Year Est. Return

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

HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

DTC

Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return

GCL

Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return

Dmitry Balyasny's NUVL Position: Q2 2026 in Review

Dmitry Balyasny opened a new position in Nuvalent (NUVL) in Q2 2026: 1,037,583 shares worth $128M. The stake represents 0.16% of the portfolio and ranks #141 among its holdings. This is a return to the name: Dmitry Balyasny previously reported a position in NUVL as recently as Q1 2025.

Dmitry Balyasny first reported a position in NUVL in Q1 2024 and has held it in 4 quarters since. 287 funds tracked by Wall St. Rank hold NUVL as of Q2 2026.

Dmitry Balyasny held 1,037,583 shares of Nuvalent worth $128M as of Q2 2026.
Nuvalent was a new Dmitry Balyasny position in Q2 2026.
Nuvalent made up 0.16% of Dmitry Balyasny's portfolio in Q2 2026, its #141 holding.
Dmitry Balyasny first reported a position in Nuvalent in Q1 2024 and has held it in 4 quarters since.
287 funds tracked by Wall St. Rank held Nuvalent as of Q2 2026.

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