Dmitry Balyasny’s Stoke Therapeutics STOK Stock Holding History

Dmitry Balyasny’s Portfolio STOK Stock Details STOK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$652K	Sell	19,939 -3,939	-16%	-$126K	﹤0.01%	2412
2026 Q1	$777K	Buy	23,878 +14,538	+156%	+$477K	﹤0.01%	2184
2025 Q4	$296K	Buy	+9,340	New	+$281K	﹤0.01%	2730
2023 Q1	–	Sell	-29,038	Closed	-$268K	–	3126
2022 Q4	$268K	Buy	29,038 +17,608	+154%	+$183K	﹤0.01%	2034
2022 Q3	$147K	Buy	+11,430	New	+$182K	﹤0.01%	2360
2021 Q4	–	Sell	-61,031	Closed	-$1.55M	–	2580
2021 Q3	$1.55M	Sell	61,031 -3,774	-6%	-$105K	0.01%	1200
2021 Q2	$2.18M	Buy	+64,805	New	+$2.29M	0.01%	982

Other funds holding STOK

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

RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return

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

LCM

Lynx1 Capital Management San Juan, Puerto Rico $866M AUM 231.68% 1-Year Est. Return

Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

BBA

Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

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

Dmitry Balyasny's STOK Position: Q2 2026 in Review

Dmitry Balyasny reduced its Stoke Therapeutics (STOK) stake by 16% in Q2 2026, selling an estimated $126K and leaving 19,939 shares worth $652K. The position accounts for ﹤0.01% of the portfolio, ranked #2412.

Dmitry Balyasny first reported a position in STOK in Q2 2021 and has held it in 7 quarters since. The position peaked at $2.18M in Q2 2021. 196 funds tracked by Wall St. Rank hold STOK as of Q2 2026.

Dmitry Balyasny held 19,939 shares of Stoke Therapeutics worth $652K as of Q2 2026.
Dmitry Balyasny sold 3,939 Stoke Therapeutics shares in Q2 2026, an estimated $126K.
Stoke Therapeutics made up ﹤0.01% of Dmitry Balyasny's portfolio in Q2 2026, its #2412 holding.
Dmitry Balyasny first reported a position in Stoke Therapeutics in Q2 2021 and has held it in 7 quarters since.
Dmitry Balyasny's Stoke Therapeutics position peaked at $2.18M in Q2 2021.
196 funds tracked by Wall St. Rank held Stoke Therapeutics as of Q2 2026.

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