Question 1

How many shares of MSTR does BALYASNY ASSET MANAGEMENT L.P. own?

Accepted Answer

As of 2026-Q2, BALYASNY ASSET MANAGEMENT L.P. holds 43,092 shares of MSTR (STRATEGY INC).

Question 2

What is BALYASNY ASSET MANAGEMENT L.P.'s MSTR position worth?

Accepted Answer

As of 2026-Q2, BALYASNY ASSET MANAGEMENT L.P.'s MSTR position is worth $3.7M.

Question 3

Is BALYASNY ASSET MANAGEMENT L.P. buying or selling MSTR?

Accepted Answer

In 2026-Q2, BALYASNY ASSET MANAGEMENT L.P. increased their MSTR position (+88.9% change in shares).

Question 4

When did BALYASNY ASSET MANAGEMENT L.P. first buy MSTR?

Accepted Answer

Based on available 13F filings, BALYASNY ASSET MANAGEMENT L.P. first reported a position in MSTR in 2024-Q3. They have held the position across 23 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	43,092	+88.9%	$3.7M	0.0%	$86.93	42
2026-Q1	Decreased	22,815	-15.7%	$2.8M	0.0%	$132.68	0
2025-Q4	Increased	27,056	+6.3%	$4.1M	0.0%	$155.61	28
2025-Q3	Increased	25,444	+34.6%	$8.2M	0.0%	$326.42	36
2025-Q2	Increased	18,900	+290.6%	$7.6M	0.0%	$383.88	44
2025-Q1	Decreased	4,839	-75.1%	$1.4M	0.0%	$289.41	0
2024-Q4	Decreased	19,431	-72.9%	$5.6M	0.0%	$302.96	0
2024-Q3	Increased	71,613	+6374.9%	$12.1M	0.0%	$176.22	45