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Dmitry Balyasny Balyasny Asset Management

AUM $80.2B
1-Year Est. Return 51.53%
 

Dmitry Balyasny is the founder of Balyasny Asset Management, a major multi-strategy and multi-manager hedge fund platform. The firm allocates capital across fundamental equities, macro, quant, and other teams under a central risk framework. Balyasny’s platform is often cited alongside other leading pod-shop multi-strategy firms.

This Fund
S&P 500
This Quarter Est. Return
+12.34%
1 Year Est. Return
+51.53%
3 Year Est. Return
+149.76%
5 Year Est. Return
+199.37%
10 Year Est. Return
+1,172.21%
AUM
$78.9B
AUM Growth
+$12.5B
Cap. Flow
+$4.74B
Cap. Flow %
6.01%
Top 10 Hldgs %
15.31%
Holding
3,573
New
822
Increased
973
Reduced
952
Closed
730

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.03B
2
MSFT icon
Microsoft
MSFT
+$736M
3
AAPL icon
Apple
AAPL
+$435M
4
TSLA icon
Tesla
TSLA
+$381M
5
META icon
Meta Platforms (Facebook)
META
+$332M

Top Sells

Rank Stock Value
1
ANET icon
Arista Networks
ANET
+$470M
2
BRO icon
Brown & Brown
BRO
+$433M
3
INTU icon
Intuit
INTU
+$310M
4
AMZN icon
Amazon
AMZN
+$292M
5
DLTR icon
Dollar Tree
DLTR
+$257M

Sector Composition

Rank Sector Weight
1 Technology 11.77%
2 Financials 9.44%
3 Industrials 7.97%
4 Consumer Discretionary 7.81%
5 Healthcare 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WLY icon
3476
John Wiley & Sons Class A
WLY
$2.62B
– –
-99,486
Closed -$4.44M
WMB icon
3477
CALL
Williams Companies
WMB
$86.2B
– –
-200,000
Closed -$12.6M
WRBY icon
3478
Warby Parker
WRBY
$3.39B
– –
-1,026,772
Closed -$22.5M
WT icon
3479
WisdomTree
WT
$3.56B
– –
-1,202,765
Closed -$13.8M
WTRG icon
3480
Essential Utilities
WTRG
$11.4B
– –
-1,271,201
Closed -$47.2M
WU icon
3481
Western Union
WU
$2.28B
– –
-227,503
Closed -$1.92M
WU icon
3482
PUT
Western Union
WU
$2.28B
– –
-150,000
Closed -$1.26M
XHB icon
3483
CALL
State Street SPDR S&P Homebuilders ETF
XHB
$1.46B
– –
-235,000
Closed -$23.2M
XHB icon
3484
State Street SPDR S&P Homebuilders ETF
XHB
$1.46B
– –
-48,468
Closed -$4.78M
XLC icon
3485
State Street Communication Services Select Sector SPDR ETF
XLC
$22.5B
– –
-10,235
Closed -$1.14M
XLI icon
3486
State Street Industrial Select Sector SPDR ETF
XLI
$33.8B
– –
-25,115
Closed -$3.8M
XLK icon
3487
State Street Technology Select Sector SPDR ETF
XLK
$120B
– –
-117,420
Closed -$15.6M
XPER icon
3488
Xperi
XPER
$305M
– –
-16,661
Closed -$132K
XPEV icon
3489
XPeng
XPEV
$11.7B
– –
-32,254
Closed -$647K
XPRO icon
3490
Expro Ltd
XPRO
$2.05B
– –
-939,398
Closed -$8.07M
XRAY icon
3491
Dentsply Sirona
XRAY
$2.18B
– –
-325,709
Closed -$5.17M
YETI icon
3492
PUT
Yeti Holdings
YETI
$3.19B
– –
-350,000
Closed -$11M
YPF icon
3493
CALL
YPF Sociedad Anonima ADS
YPF
$20.1B
– –
-21,900
Closed -$689K
ZS icon
3494
Zscaler
ZS
$29.4B
– –
-9,206
Closed -$2.62M
ZTS icon
3495
Zoetis
ZTS
$32.1B
– –
-3,631
Closed -$566K
AVBP icon
3496
ArriVent BioPharma
AVBP
$1.44B
– –
-14,292
Closed -$311K
FLUT icon
3497
CALL
Flutter Entertainment
FLUT
$17.8B
– –
-8,500
Closed -$2.43M
FLUT icon
3498
PUT
Flutter Entertainment
FLUT
$17.8B
– –
-4,900
Closed -$1.4M
SOC icon
3499
Sable Offshore Corp
SOC
$979M
– –
-12,160
Closed -$267K
ASTH icon
3500
Astrana Health
ASTH
$1.95B
– –
-72,960
Closed -$1.82M
138 139
140
141 142

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CBU
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Dmitry Balyasny's Q3 2025 Portfolio in Review

As of Q3 2025, Dmitry Balyasny held 3,573 positions worth $78.9B, up 19% from $66.4B the previous quarter. Its ten largest holdings account for 15% of the portfolio.

Dmitry Balyasny deployed $4.74B of net new capital in Q3 2025, opening 822 new positions and adding to 973 existing holdings. Its largest new stake was Aon: 846,715 shares worth $302M.

By sector, the portfolio is most concentrated in Technology at 12% of assets, up from 11% a quarter earlier, followed by Financials and Industrials.

On the sell side, the largest reduction was Brown & Brown, an estimated $433M trimmed.

  • Dmitry Balyasny's largest Q3 2025 buy was Aon: 846,715 shares worth $302M.
  • Dmitry Balyasny added most to iShares Core S&P 500 ETF in Q3 2025, an estimated $1.03B increase.
  • Dmitry Balyasny's biggest Q3 2025 reduction was Brown & Brown, cutting an estimated $433M.
  • Dmitry Balyasny fully exited Arista Networks in Q3 2025, selling an estimated $470M.
  • Dmitry Balyasny's ten largest holdings make up 15% of its $78.9B portfolio in Q3 2025.
  • Dmitry Balyasny opened 822 new positions and closed 730 in Q3 2025.
  • Dmitry Balyasny's portfolio value rose 19% quarter-over-quarter to $78.9B.

Based on Balyasny Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.