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Balyasny Asset Management L.P.
Dmitry Balyasny · Hedge Fund · Multi-Strategy
Balyasny Asset Management L.P. (BAM) is a global multi-strategy investment firm founded in 2001 by Dmitry Balyasny, Scott Schroeder, and Taylor O'Malley. Headquartered in Chicago, the firm operates as a diversified multi-manager platform that manages approximately $29 billion in assets. BAM focuses on generating consistent, uncorrelated absolute returns across diverse market environments by utilizing a wide range of strategies including equities long/short, macro, commodities, multi-asset arbitrage, and systematic investing. The institution has expanded its global presence with over 20 offices worldwide, emphasizing a collaborative culture and proprietary research to maintain its competitive edge in the hedge fund industry.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +52.2% |
| YTD return | +43.1% |
| Sharpe ratio | 2.69 |
| Win rate | 57% |
| AUM | $10.5B |
| Inception | Oct 1, 2025 |
| Updated | Aug 20, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $10.5B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.bamfunds.com |
Current Holdings
Updated on Aug 20, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AMZN | Amazon.com Inc | 11.5% | +4.8% |
| NVDA | NVIDIA Corporation | 9.0% | +12.3% |
| GOOGL | Alphabet Inc Class A | 7.7% | +4.8% |
| AAPL | Apple Inc | 7.0% | +13.8% |
| META | Meta Platforms Inc. | 6.6% | -14.9% |
| WBD | Warner Bros Discovery Inc | 6.4% | +4.9% |
| RTX | Raytheon Technologies Corp | 4.7% | +17.4% |
| KVUE | Kenvue Inc. | 4.5% | +8.9% |
| NSC | Norfolk Southern Corporation | 4.3% | +14.8% |
| AMAT | Applied Materials Inc | 4.0% | +6.1% |
| TXNM | TXNM Energy, Inc. | 3.9% | -2.7% |
| ROST | Ross Stores Inc | 3.8% | -0.4% |
| TGT | Target Corporation | 3.7% | +24.1% |
| ETSY | Etsy, Inc. | 3.6% | +16.9% |
| JCI | Johnson Controls International PLC | 3.4% | +6.1% |
| PH | Parker-Hannifin Corporation | 3.3% | +3.1% |
| DDOG | Datadog Inc | 3.3% | -6.2% |
| TMO | Thermo Fisher Scientific Inc | 3.1% | +17.9% |
| STX | Seagate Technology PLC | 3.0% | -3.2% |
| KKR | KKR & Co LP | 2.9% | +4.1% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 10, 2026 | BUY | AAPL | 7.7% → 7.0% |
| Aug 10, 2026 | SELL | AMZN | 10.0% → 11.5% |
| Aug 10, 2026 | SELL | AMAT | 4.2% → 4.0% |
| Aug 10, 2026 | SELL | NVDA | 8.7% → 9.0% |
| Aug 10, 2026 | SELL | DDOG | 3.6% → 3.3% |
Investment Style Analysis
Balyasny Asset Management L.P. is widely recognized for employing a Multi-Strategy strategy. As of Aug 20, 2026, the firm oversees approximately $10.5B in assets under management (AUM). The portfolio demonstrates a clear preference for the Internet Retail and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 10, Balyasny Asset Management L.P. made a significant move by increasing exposure to AAPL. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Balyasny Asset Management's investment philosophy is centered on the pursuit of uncorrelated alpha through a diversified, multi-manager platform. The firm operates on an entrepreneurial model that encourages specialist teams to take ownership of their strategies while benefiting from firm-wide resources in technology, risk management, and data science. Core values such as humility and adaptability drive the firm's approach, allowing it to pivot and scale in response to evolving market dynamics. By integrating fundamental research with advanced quantitative tools and a focus on 'people first' leadership, BAM aims to deliver absolute returns and maintain strong partnerships with its investors.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Balyasny Asset Management L.P..
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Frequently asked questions
How is the simulated portfolio for Balyasny Asset Management L.P. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Balyasny Asset Management L.P.'s largest holding?
As of the latest filing, Balyasny Asset Management L.P.'s top position is Amazon.com Inc (AMZN), representing 11.5% of the portfolio. This reflects a high-conviction bet by the institution.
What is Balyasny Asset Management L.P.'s historical performance and risk profile?
Our simulation indicates a total return of +52.2% with a win rate of 57%. Notably, the portfolio maintains a Sharpe Ratio of 2.69, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does Balyasny Asset Management L.P. primarily invest in?
Balyasny Asset Management L.P. has a strong preference for the Internet Retail sector, which makes up 15.2% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Balyasny Asset Management L.P.'s portfolio concentrated or diversified?
Balyasny Asset Management L.P. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 28.2% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Balyasny Asset Management L.P. performed in 2026?
Our AI-simulated model portfolio for Balyasny Asset Management L.P. tracks a Year-to-Date (YTD) return of +43.1%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Dmitry Balyasny manage Balyasny Asset Management L.P. directly?
Yes, Dmitry Balyasny serves as the key portfolio manager for Balyasny Asset Management L.P., overseeing the investment strategy and final capital allocation decisions.