English 13F investor view
Balyasny Asset Management L.P.
SEC 13F holding rows linked to this institution. The page separates new or increased positions, reduced or sold positions, and unchanged positions.
Quarter
2026 Q1
Holding rows
250
Priced rows
249
Tickers
250
Average return
+11.8%
New or increased
167
Reduced or sold
81
Unchanged
2
Highest-return holding row
MU
MICRON TECHNOLOGY INC
Reduced · May 15, 2026 · Filing price $337.84 · Current $923.19
+173.3%
Mar 31, 2026
Ranked rows
Holding rows by current return
MU
MICRON TECHNOLOGY INC
+173.3%
Reduced · May 15, 2026
Filing $337.84 · Current $923.19
AMD
ADVANCED MICRO DEVICES INC
+155.1%
Increased · May 15, 2026
Filing $203.43 · Current $518.97
DDOG
DATADOG INC
+126.2%
Increased · May 15, 2026
Filing $118.05 · Current $266.98
PANW
PALO ALTO NETWORKS INC
+116.6%
Increased · May 15, 2026
Filing $160.32 · Current $347.25
STX
SEAGATE TECHNOLOGY HLDNGS PL
+110.0%
Increased · May 15, 2026
Filing $391.76 · Current $822.72
FLEX
FLEXTRONICS INTL LTD
+98.7%
Increased · May 15, 2026
Filing $65.46 · Current $130.08
ARM
ARM HOLDINGS PLC
+98.2%
Increased · May 15, 2026
Filing $151.28 · Current $299.81
WDC
WESTERN DIGITAL CORP
+95.9%
Increased · May 15, 2026
Filing $270.49 · Current $529.77
STM
STMICROELECTRONICS N V
+95.3%
New · May 15, 2026
Filing $34.55 · Current $67.46
Latest rows
Most recent 13F records
SPY
May 15, 2026
STATE STR SPDR S&P 500 ETF T · Increased
+15.1%
QQQ
May 15, 2026
INVESCO QQQ TR · Increased
+23.2%
IWM
May 15, 2026
ISHARES TR · Increased
+19.7%
META
May 15, 2026
META PLATFORMS INC · Increased
+8.1%
AMZN
May 15, 2026
AMAZON COM INC · Reduced
+18.1%
NVDA
May 15, 2026
NVIDIA CORPORATION · Reduced
+13.0%
AAPL
May 15, 2026
APPLE INC · Increased
+23.3%
GOOGL
May 15, 2026
ALPHABET INC · Reduced
+28.5%
WBD
May 15, 2026
WARNER BROS DISCOVERY INC · Increased
-4.4%
RTX
May 15, 2026
RTX CORPORATION · Increased
+4.1%
XLFI
May 15, 2026
SELECT SECTOR SPDR TR · New
-51.7%
XLE
May 15, 2026
SELECT SECTOR SPDR TR · Increased
-11.7%
MSFT
May 15, 2026
MICROSOFT CORP · Reduced
+5.8%
HYG
May 15, 2026
ISHARES TR · Increased
+0.3%
GDX
May 15, 2026
VANECK ETF TRUST · Reduced
-16.7%
TSLA
May 15, 2026
TESLA INC · Reduced
+8.9%
GLD
May 15, 2026
SPDR GOLD TR · Increased
-11.7%
KVUE
May 15, 2026
KENVUE INC · Reduced
+15.4%