Dmitry Balyasny’s NovoCure NVCR Stock Holding History

Dmitry Balyasny’s Portfolio NVCR Stock Details NVCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-65,000	Closed	-$1.05M	–	2774
2023 Q3	$1.05M	Sell	65,000 -325,000	-83%	-$9.37M	﹤0.01%	1555
2023 Q2	$16.2M	Buy	390,000 +325,000	+500%	+$20.2M	0.04%	603
2023 Q1	$3.91M	Buy	+65,000	New	+$5.19M	0.01%	1179
2022 Q3	–	Sell	-23,800	Closed	-$1.65M	–	3142
2022 Q2	$1.65M	Hold	23,800	–	–	0.01%	1507
2022 Q1	$1.97M	Buy	+23,800	New	+$1.75M	0.01%	1361

Other funds holding NVCR

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

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

SCM

Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Dmitry Balyasny's NVCR Position: Q2 2026 in Review

Dmitry Balyasny increased its NovoCure (NVCR) stake by 3,957% in Q2 2026, buying an estimated $7.08M and bringing the position to 479,999 shares worth $7.27M. The position accounts for 0.01% of the portfolio, ranked #1207.

Dmitry Balyasny first reported a position in NVCR in Q1 2018 and has held it in 22 quarters since. The position peaked at $40.4M in Q2 2025. 215 funds tracked by Wall St. Rank hold NVCR as of Q2 2026.

Dmitry Balyasny held 479,999 shares of NovoCure worth $7.27M as of Q2 2026.
Dmitry Balyasny bought 468,168 NovoCure shares in Q2 2026, an estimated $7.08M.
NovoCure made up 0.01% of Dmitry Balyasny's portfolio in Q2 2026, its #1207 holding.
Dmitry Balyasny first reported a position in NovoCure in Q1 2018 and has held it in 22 quarters since.
Dmitry Balyasny's NovoCure position peaked at $40.4M in Q2 2025.
215 funds tracked by Wall St. Rank held NovoCure as of Q2 2026.

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