Dmitry Balyasny’s QXO Inc QXO Stock Holding History

Dmitry Balyasny’s Portfolio QXO Stock Details QXO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$20.7M	Buy	1,200,000 +800,000	+200%	+$14.9M	0.03%	701
2026 Q1	$7.77M	Buy	400,000 +287,500	+256%	+$6.58M	0.01%	1152
2025 Q4	$2.17M	Buy	+112,500	New	+$2.16M	﹤0.01%	1807

Other funds holding QXO

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

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Affinity Partners Sunny Isles Beach, Florida $565M AUM 19.78% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dmitry Balyasny's QXO Position: Q2 2026 in Review

Dmitry Balyasny increased its QXO Inc (QXO) stake by 4,521% in Q2 2026, buying an estimated $141M and bringing the position to 7,762,412 shares worth $134M. The position accounts for 0.17% of the portfolio, ranked #135.

Dmitry Balyasny first reported a position in QXO in Q3 2024 and has held it in 7 quarters since. 639 funds tracked by Wall St. Rank hold QXO as of Q2 2026.

Dmitry Balyasny held 7,762,412 shares of QXO Inc worth $134M as of Q2 2026.
Dmitry Balyasny bought 7,594,439 QXO Inc shares in Q2 2026, an estimated $141M.
QXO Inc made up 0.17% of Dmitry Balyasny's portfolio in Q2 2026, its #135 holding.
Dmitry Balyasny first reported a position in QXO Inc in Q3 2024 and has held it in 7 quarters since.
639 funds tracked by Wall St. Rank held QXO Inc as of Q2 2026.

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