Question 1

Does Balyasny Asset Management own MSTR stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Balyasny Asset Management holds 43,092 shares of MSTR (Strategy), worth $3.7M.

Question 2

How many shares of MSTR does Balyasny Asset Management own?

Accepted Answer

As of its Q2 2026 13F, Balyasny Asset Management holds 43,092 shares of MSTR (Strategy).

Question 3

What is Balyasny Asset Management's MSTR position worth?

Accepted Answer

As of its Q2 2026 13F, Balyasny Asset Management's MSTR position is worth $3.7M.

Question 4

Is Balyasny Asset Management buying or selling MSTR?

Accepted Answer

In Q2 2026, Balyasny Asset Management increased its MSTR position by 20,277 shares (+88.9%).

Question 5

When did Balyasny Asset Management first buy MSTR?

Accepted Answer

Balyasny Asset Management already held MSTR in its Q4 2018 13F, the earliest on record, and has listed it in 19 quarterly 13F filings.

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%	$124.80	0
2025-Q4	Increased	27,056	+6.3%	$4.1M	0.0%	$151.95	28
2025-Q3	Increased	25,444	+34.6%	$8.2M	0.0%	$322.21	36
2025-Q2	Increased	18,900	+290.6%	$7.6M	0.0%	$404.23	44
2025-Q1	Decreased	4,839	-75.1%	$1.4M	0.0%	$288.27	0
2024-Q4	Decreased	19,431	-72.9%	$5.6M	0.0%	$289.62	0
2024-Q3	Increased	71,613	+6374.9%	$12.1M	0.0%	$168.60	45