Dmitry Balyasny’s Arcus Biosciences RCUS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-1,232,500
Closed -$29.4M 3418
2025
Q4
$29.4M Sell
1,232,500
-540,000
-30% -$11M 0.04% 544
2025
Q3
$24.1M Buy
1,772,500
+65,000
+4% +$676K 0.03% 632
2025
Q2
$13.9M Buy
+1,707,500
New +$14.6M 0.02% 813

Other funds holding RCUS

Dmitry Balyasny's RCUS Position: Q2 2026 in Review

Dmitry Balyasny opened a new position in Arcus Biosciences (RCUS) in Q2 2026: 22,845 shares worth $704K. The stake represents ﹤0.01% of the portfolio and ranks #2376 among its holdings. This is a return to the name: Dmitry Balyasny previously reported a position in RCUS as recently as Q4 2025.

Dmitry Balyasny first reported a position in RCUS in Q1 2020 and has held it in 17 quarters since. The position peaked at $37.9M in Q2 2023. 228 funds tracked by Wall St. Rank hold RCUS as of Q2 2026.

  • Dmitry Balyasny held 22,845 shares of Arcus Biosciences worth $704K as of Q2 2026.
  • Arcus Biosciences was a new Dmitry Balyasny position in Q2 2026.
  • Arcus Biosciences made up ﹤0.01% of Dmitry Balyasny's portfolio in Q2 2026, its #2376 holding.
  • Dmitry Balyasny first reported a position in Arcus Biosciences in Q1 2020 and has held it in 17 quarters since.
  • Dmitry Balyasny's Arcus Biosciences position peaked at $37.9M in Q2 2023.
  • 228 funds tracked by Wall St. Rank held Arcus Biosciences as of Q2 2026.

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