Holdings of Balyasny Asset Management L.P.
1747 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 13.1 % of the equity sleeve
Sector breakdown
- Technology 10.5 %
- Industrials 8.3 %
- Consumer discretionary 7.5 %
- Financials 7.5 %
- Communication 6.4 %
- Health care 4.9 %
- Consumer staples 4.4 %
- Utilities 2.3 %
- Materials 2.3 %
- Energy 2.2 %
- Real estate 1.3 %
- Funds 0.1 %
- Unattributed 42.1 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 97.9 %
- NL 0.4 %
- GB 0.4 %
- BE 0.2 %
- TW 0.2 %
- KY 0.2 %
- FR 0.2 %
- JP 0.1 %
- SG 0.0 %
- BR 0.0 %
- IN 0.0 %
- HK 0.0 %
- Other countries 0.1 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 1,675 | 42.6B $ | 97.95 % |
| 2 | NL | 5 | 192.7M $ | 0.44 % |
| 3 | GB | 10 | 172.7M $ | 0.40 % |
| 4 | BE | 1 | 91.1M $ | 0.21 % |
| 5 | TW | 2 | 89.1M $ | 0.20 % |
| 6 | KY | 18 | 87.8M $ | 0.20 % |
| 7 | FR | 3 | 68.8M $ | 0.16 % |
| 8 | JP | 5 | 52.9M $ | 0.12 % |
| 9 | SG | 1 | 21.4M $ | 0.05 % |
| 10 | BR | 5 | 20.4M $ | 0.05 % |
| 11 | IN | 3 | 16.8M $ | 0.04 % |
| 12 | HK | 1 | 16.4M $ | 0.04 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1,501 | Ameris Bancorp | 4,587 | 357.7K $ | |
| 1,502 | Delcath Systems Inc | 38,524 | 357.5K $ | |
| 1,503 | GoDaddy Inc | 4,309 | 356.2K $ | |
| 1,504 | CNB Financial Corp/PA | 12,295 | 356.1K $ | |
| 1,505 | Equifax Inc | 1,977 | 356K $ | |
| 1,506 | Loews Corp | 3,328 | 355.2K $ | |
| 1,507 | American Bitcoin Corp | 383,959 | 354.9K $ | |
| 1,508 | Omnicom Group Inc | 4,696 | 353.7K $ | |
| 1,509 | Cooper-Standard Holdings Inc | 12,591 | 350.9K $ | |
| 1,510 | Simply Good Foods Co/The | 24,370 | 349.7K $ | |
| 1,511 | New Fortress Energy Inc | 591,615 | 349.1K $ | |
| 1,512 | Supernus Pharmaceuticals Inc | 6,738 | 348.3K $ | |
| 1,513 | Seneca Foods Corp | 2,303 | 348K $ | |
| 1,514 | Powerfleet Inc NJ | 112,728 | 347.2K $ | |
| 1,515 | SELLAS Life Sciences Group Inc | 81,695 | 345.6K $ | |
| 1,516 | Pacific Biosciences of California Inc | 260,538 | 343.9K $ | |
| 1,517 | ASP Isotopes Inc | 76,521 | 338.2K $ | |
| 1,518 | Darden Restaurants Inc | 1,719 | 337K $ | |
| 1,519 | Arko Corp | 59,991 | 333.6K $ | |
| 1,520 | Albemarle Corp | 1,848 | 331.8K $ | |
| 1,521 | Gen Digital Inc | 17,603 | 331.5K $ | |
| 1,522 | AST SpaceMobile Inc | 3,989 | 330.6K $ | |
| 1,523 | Bilibili Inc | 14,618 | 329.8K $ | |
| 1,524 | Latam Airlines Group SA | 6,652 | 328.9K $ | |
| 1,525 | Shell PLC | 3,524 | 327.9K $ | |
| 1,526 | Intrepid Potash Inc | 7,656 | 327.4K $ | |
| 1,527 | Varex Imaging Corp | 30,704 | 325.8K $ | |
| 1,528 | Virtus Investment Partners Inc | 2,423 | 325.5K $ | |
| 1,529 | Williams-Sonoma Inc | 1,782 | 324.9K $ | |
| 1,530 | International Flavors & Fragrances Inc | 4,437 | 321.9K $ | |
| 1,531 | Orthofix Medical Inc | 28,055 | 321.8K $ | |
| 1,532 | Abacus Global Management Inc | 40,749 | 321.1K $ | |
| 1,533 | BEYOND AIR INC | 464,161 | 320.4K $ | |
| 1,534 | Navitas Semiconductor Corp | 36,355 | 318.8K $ | |
| 1,535 | Beacon Financial Corp | 10,626 | 318.8K $ | |
| 1,536 | BlackSky Technology Inc | 12,599 | 317K $ | |
| 1,537 | CF Industries Holdings Inc | 2,428 | 315.3K $ | |
| 1,538 | Sabre Corp | 217,343 | 315.1K $ | |
| 1,539 | Trimble Inc | 4,807 | 313.6K $ | |
| 1,540 | Incyte Corp | 3,322 | 312.7K $ | |
| 1,541 | Carriage Services Inc | 6,819 | 311.4K $ | |
| 1,542 | HealthStream Inc | 15,033 | 311.3K $ | |
| 1,543 | PTC Inc | 2,181 | 310.8K $ | |
| 1,544 | PONY AI INC | 32,815 | 309.8K $ | |
| 1,545 | NetApp Inc | 3,019 | 309.1K $ | |
| 1,546 | Omeros Corp | 29,083 | 307.1K $ | |
| 1,547 | NeuroPace Inc | 23,350 | 307.1K $ | |
| 1,548 | PubMatic Inc | 37,405 | 306K $ | |
| 1,549 | Fulton Financial Corp | 15,029 | 305.7K $ | |
| 1,550 | Ryerson Holding Corp | 13,533 | 304.2K $ | |
| 1,551 | Equity Residential | 5,132 | 303.6K $ | |
| 1,552 | Peapack-Gladstone Financial Corp | 8,573 | 301.9K $ | |
| 1,553 | General Mills, Inc. | 7,964 | 296.4K $ | |
| 1,554 | Vericel Corp | 9,212 | 296.4K $ | |
| 1,555 | Hovnanian Enterprises Inc | 2,662 | 295.2K $ | |
| 1,556 | Coursera Inc | 50,391 | 293.3K $ | |
| 1,557 | Metropolitan Bank Holding Corp | 3,501 | 291.6K $ | |
| 1,558 | Fortive Corp | 5,239 | 289.6K $ | |
| 1,559 | Financial Institutions Inc | 9,124 | 289.3K $ | |
| 1,560 | Bank First Corp | 2,136 | 288.5K $ | |
| 1,561 | Expeditors International of Washington Inc | 2,000 | 286.5K $ | |
| 1,562 | Perdoceo Education Corp | 7,689 | 286.1K $ | |
| 1,563 | Broadridge Financial Solutions Inc | 1,743 | 283.2K $ | |
| 1,564 | Winmark Corp | 660 | 282.2K $ | |
| 1,565 | Snap-on Inc | 775 | 281.5K $ | |
| 1,566 | West Pharmaceutical Services Inc | 1,121 | 281K $ | |
| 1,567 | TKO Group Holdings Inc | 1,384 | 279.1K $ | |
| 1,568 | N-able Inc/US | 59,748 | 279K $ | |
| 1,569 | Home BancShares Inc/AR | 10,343 | 278.5K $ | |
| 1,570 | F5 Inc | 962 | 278.3K $ | |
| 1,571 | Smith & Wesson Brands Inc | 19,404 | 278.1K $ | |
| 1,572 | Indivior Pharmaceuticals Inc | 9,121 | 278K $ | |
| 1,573 | Shenandoah Telecommunications Co | 18,008 | 277.7K $ | |
| 1,574 | Charter Communications, Inc. | 1,285 | 277.4K $ | |
| 1,575 | United Bankshares Inc/WV | 6,678 | 276.6K $ | |
| 1,576 | RxSight Inc | 44,793 | 275.9K $ | |
| 1,577 | Alliant Energy Corp | 3,837 | 275.3K $ | |
| 1,578 | Washington Trust Bancorp Inc | 8,196 | 274.2K $ | |
| 1,579 | Republic Bancorp Inc/KY | 3,887 | 274.2K $ | |
| 1,580 | SBA Communications Corp | 1,590 | 273.7K $ | |
| 1,581 | AnaptysBio Inc | 4,905 | 272K $ | |
| 1,582 | Axos Financial Inc | 3,195 | 271.9K $ | |
| 1,583 | Mid-America Apartment Communities, Inc. | 2,225 | 271.7K $ | |
| 1,584 | Howard Hughes Holdings Inc | 4,266 | 269.9K $ | |
| 1,585 | Sabra Health Care REIT Inc | 14,004 | 269.3K $ | |
| 1,586 | Nuvation Bio Inc | 62,521 | 268.2K $ | |
| 1,587 | Domo Inc | 87,186 | 266.8K $ | |
| 1,588 | EVgo Inc | 154,992 | 266.6K $ | |
| 1,589 | Mid Penn Bancorp Inc | 8,278 | 266.2K $ | |
| 1,590 | Principal Financial Group Inc | 2,953 | 266.1K $ | |
| 1,591 | Kimbell Royalty Partners LP | 18,335 | 265.3K $ | |
| 1,592 | Moderna Inc | 5,191 | 263.7K $ | |
| 1,593 | HP Inc | 13,702 | 263.2K $ | |
| 1,594 | Bar Harbor Bankshares | 8,066 | 261.7K $ | |
| 1,595 | TIC Solutions Inc | 39,458 | 259.6K $ | |
| 1,596 | Calumet Inc | 7,218 | 259.1K $ | |
| 1,597 | Crocs Inc | 3,088 | 256.4K $ | |
| 1,598 | CoStar Group Inc | 6,326 | 255.2K $ | |
| 1,599 | Bioventus Inc | 27,797 | 253.8K $ | |
| 1,600 | Carter Bankshares Inc | 10,821 | 252.3K $ |