Dmitry Balyasny’s Sutro Biopharma STRO Stock Holding History

Dmitry Balyasny’s Portfolio STRO Stock Details STRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$23.6M	Buy	711,162 +245,370	+53%	+$7.65M	0.03%	643
2026 Q1	$11.6M	Buy	465,792 +235,743	+102%	+$4.26M	0.02%	970
2025 Q4	$2.66M	Buy	+230,049	New	+$2.18M	﹤0.01%	1727
2023 Q3	–	Sell	-21,402	Closed	-$995K	–	2706
2023 Q2	$995K	Buy	+21,402	New	+$1.07M	﹤0.01%	1624
2023 Q1	–	Sell	-1,761	Closed	-$142K	–	3129
2022 Q4	$142K	Buy	+1,761	New	+$122K	﹤0.01%	2200
2021 Q3	–	Sell	-6,143	Closed	-$1.14M	–	2399
2021 Q2	$1.14M	Buy	+6,143	New	+$1.2M	0.01%	1215

Other funds holding STRO

Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return

BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return

AAA

Affinity Asset Advisors New York $2.21B AUM 431.26% 1-Year Est. Return

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

Samsara BioCapital Palo Alto, California $1.22B AUM 242.83% 1-Year Est. Return

KCM

Kynam Capital Management Princeton, New Jersey $1.81B AUM 192.15% 1-Year Est. Return

OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

EAM

Eventide Asset Management Boston, Massachusetts $7.48B AUM 104.76% 1-Year Est. Return

VCIM

Velan Capital Investment Management Alpharetta, Georgia $164M AUM 542.31% 1-Year Est. Return

Dmitry Balyasny's STRO Position: Q2 2026 in Review

Dmitry Balyasny increased its Sutro Biopharma (STRO) stake by 53% in Q2 2026, buying an estimated $7.65M and bringing the position to 711,162 shares worth $23.6M. The position accounts for 0.03% of the portfolio, ranked #643.

Dmitry Balyasny first reported a position in STRO in Q2 2021 and has held it in 6 quarters since. 99 funds tracked by Wall St. Rank hold STRO as of Q2 2026.

Dmitry Balyasny held 711,162 shares of Sutro Biopharma worth $23.6M as of Q2 2026.
Dmitry Balyasny bought 245,370 Sutro Biopharma shares in Q2 2026, an estimated $7.65M.
Sutro Biopharma made up 0.03% of Dmitry Balyasny's portfolio in Q2 2026, its #643 holding.
Dmitry Balyasny first reported a position in Sutro Biopharma in Q2 2021 and has held it in 6 quarters since.
99 funds tracked by Wall St. Rank held Sutro Biopharma as of Q2 2026.

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