BALYASNY ASSET MANAGEMENT L.P. TMO — Scientific Inc Common Stock

Ownership history in BALYASNY ASSET MANAGEMENT L.P.  ·  72 quarters on record

AI Ownership Summary

BALYASNY ASSET MANAGEMENT L.P. reported Scientific Inc Common Stock (TMO) in 72 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.35% in 2026 Q1. The latest visible filing shows TMO at 0.35% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TMO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BALYASNY ASSET MANAGEMENT L.P.'s position in Scientific Inc Common Stock, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

TMO was reported at 0.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.35% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TMO stock page BALYASNY ASSET MANAGEMENT L.P. fund profile BALYASNY ASSET MANAGEMENT L.P. full holdings
How BALYASNY ASSET MANAGEMENT L.P. held TMO — position size vs. price
% of Fund (quarterly)    TMO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 28 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 555,473 +551,673 +14517.7% 0.35% $273.0M 2026-05-15 $438.34
2026 Q1 REDUCED — — — 3,800 -7,700 -67.0% 0.00% $1.9M 2026-05-15 $438.34
2026 Q1 ADDED — — — 11,500 +2,996 +35.2% 0.01% $5.7M 2026-05-15 $438.34
2025 Q4 REDUCED 68.3% -15.1% ✅ 8,504 -18,296 -68.3% 0.01% $4.9M 2026-02-17 $501.09
2025 Q4 ADDED — — — 26,800 +20,800 +346.7% 0.02% $15.5M 2026-02-17 $501.09
2025 Q4 ADDED — — — 6,000 +1,100 +22.4% 0.00% $3.5M 2026-02-17 $501.09
2025 Q3 REDUCED 41.7% +20.7% ❌ 4,900 -3,500 -41.7% 0.00% $2.4M 2025-11-14 $577.70
2025 Q3 REDUCED 96.6% +20.7% ❌ 8,400 -235,713 -96.6% 0.01% $4.1M 2025-11-14 $577.70
2025 Q2 ADDED — — — 244,113 +242,013 +11524.4% 0.15% $99.0M 2025-08-14 (Est.) $483.76
2025 Q2 REDUCED 93.5% +14.1% ❌ 2,100 -30,000 -93.5% 0.00% $851K 2025-08-14 (Est.) $483.76
2025 Q2 REDUCED — — — 32,100 -934 -2.8% 0.02% $13.0M 2025-08-14 (Est.) $483.76
2025 Q1 REDUCED 28.3% -18.4% ✅ 33,034 -13,066 -28.3% 0.03% $16.4M 2025-05-15 $403.45
2025 Q1 ADDED — — — 46,100 +8,300 +22.0% 0.04% $22.9M 2025-05-15 $403.45
2025 Q1 ADDED — — — 37,800 +27,442 +264.9% 0.03% $18.8M 2025-05-15 $403.45
2024 Q4 REDUCED 19.1% -4.3% ✅ 10,358 -2,442 -19.1% 0.01% $5.4M 2025-02-14 $529.45
2024 Q4 ADDED — — — 12,800 +7,900 +161.2% 0.01% $6.7M 2025-02-14 $529.45
2024 Q4 REDUCED 81.1% -4.3% ✅ 4,900 -21,063 -81.1% 0.00% $2.5M 2025-02-14 $529.45
2024 Q3 ADDED — — — 25,963 +23,863 +1136.3% 0.03% $16.1M 2024-11-14 $530.22
2024 Q3 REDUCED 52.3% -16.1% ✅ 2,100 -2,300 -52.3% 0.00% $1.3M 2024-11-14 $530.22
2024 Q3 REDUCED 96.6% -16.1% ✅ 4,400 -125,370 -96.6% 0.00% $2.7M 2024-11-14 $530.22
2024 Q2 ADDED — — — 129,770 +123,470 +1959.8% 0.13% $71.8M 2024-08-14 $598.56
2024 Q2 ADDED — — — 6,300 +4,200 +200.0% 0.01% $3.5M 2024-08-14 $598.56
2024 Q2 REDUCED 93.9% +11.9% ❌ 2,100 -32,237 -93.9% 0.00% $1.2M 2024-08-14 $598.56
2024 Q1 ADDED — — — 34,337 +33,437 +3715.2% 0.03% $20.0M 2024-05-13 $586.83
2024 Q1 REDUCED 99.6% -6.7% ✅ 900 -252,083 -99.6% 0.00% $523K 2024-05-13 $586.83
2023 Q4 ADDED — — — 252,983 +250,883 +11946.8% 0.25% $134.3M 2024-02-14 $544.32
2023 Q4 REDUCED 32.3% +8.9% ❌ 2,100 -1,000 -32.3% 0.00% $1.1M 2024-02-14 $544.32
2023 Q4 REDUCED 97.8% +8.9% ❌ 3,100 -135,449 -97.8% 0.00% $1.6M 2024-02-14 $544.32
44 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding TMO

As of 2026 Q1 — sorted by position size

Spinecap SAS 12.54% Cryder Capital Partners LLP 3Y 7Y 12.09% Teca Partners, LP 3Y 10.82% C Partners Holding GmbH 3Y 7Y 10.14% Lindsell Train Ltd 3Y 7Y 9.67% Tri Locum Partners LP 3Y 9.13% Unisphere Establishment 8.52% WORMSER FRERES GESTION 7.75% EdgePoint Investment Group Inc. 3Y 7Y 7.56% R.H. Dinel Investment Counsel, Inc. 3Y 7Y 7.13%

FAQ About BALYASNY ASSET MANAGEMENT L.P. and TMO

These are the practical questions this page is built to answer before you even open the full history table.

How long has BALYASNY ASSET MANAGEMENT L.P. reported owning TMO?

BALYASNY ASSET MANAGEMENT L.P. reported TMO across 28 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported TMO position in BALYASNY ASSET MANAGEMENT L.P.'s portfolio?

The largest reported portfolio weight for TMO was 0.35% in 2026 Q1.

What is the latest reported TMO position on this page?

The most recent filing on this page is 2026 Q1, when BALYASNY ASSET MANAGEMENT L.P. reported 555,473 shares, equal to 0.35% of portfolio, with an estimated market value of $273.0M.

What does the chart on this TMO ownership page compare?

The chart compares BALYASNY ASSET MANAGEMENT L.P.'s quarterly TMO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BALYASNY ASSET MANAGEMENT L.P. time their TMO position?

Based on 13F filing dates vs. subsequent TMO price moves, BALYASNY ASSET MANAGEMENT L.P. correctly timed 39 out of 71 reported position changes (55%). The annualised alpha on TMO relative to SPY over the holding period was -2.4%.

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