DB
NVCR icon

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
-83,500
Closed -$1.35M – 2775
2023
Q3 		$1.35M Buy
83,500
+20,800
+33% +$600K ﹤0.01% 1491
2023
Q2 		$2.6M Buy
+62,700
New +$3.89M 0.01% 1294

Other funds holding NVCR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
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.