Dmitry Balyasny’s Verona Pharma VRNA Stock Holding History

Dmitry Balyasny’s Portfolio VRNA Stock Details VRNA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,863,426	Closed	-$199M	–	3599
2025 Q3	$199M	Buy	1,863,426 +1,269,777	+214%	+$133M	0.25%	71
2025 Q2	$56.1M	Buy	593,649 +132,420	+29%	+$9.8M	0.08%	296
2025 Q1	$29.3M	Buy	461,229 +277,332	+151%	+$16.6M	0.05%	462
2024 Q4	$8.54M	Buy	+183,897	New	+$6.9M	0.01%	1030
2023 Q4	–	Sell	-10,024	Closed	-$163K	–	2947
2023 Q3	$163K	Buy	+10,024	New	+$193K	﹤0.01%	2065

Other funds holding VRNA

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Dmitry Balyasny's VRNA Position: Q4 2025 in Review

Dmitry Balyasny sold out of Verona Pharma (VRNA) in Q4 2025, closing a stake of 1,863,426 shares — an estimated $199M sold.

Dmitry Balyasny first reported a position in VRNA in Q3 2023 and held it in 5 quarters. The position peaked at $199M in Q3 2025. 1 fund tracked by Wall St. Rank holds VRNA as of Q4 2025.

Dmitry Balyasny reported no remaining Verona Pharma position as of Q4 2025 after selling out during the quarter.
Dmitry Balyasny sold 1,863,426 Verona Pharma shares in Q4 2025, an estimated $199M.
Dmitry Balyasny first reported a position in Verona Pharma in Q3 2023 and held it in 5 quarters.
Dmitry Balyasny's Verona Pharma position peaked at $199M in Q3 2025.
1 fund tracked by Wall St. Rank held Verona Pharma as of Q4 2025.

Based on Balyasny Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.