Skip to main content
Equibles

Balyasny Asset Management L.P.

Position in ADTN — ADTRAN Holdings, Inc.

CIK 1218710 Chicago, IL
Back to ADTN Full portfolio

Position in ADTN

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$3,829,297
+$2,938,546 QoQ
Shares Held
275,489
+168.8% QoQ
Ownership
0.338%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#58
of 249 holders
Holding Since
Dec 2023
7 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in ADTN Over Time

Shares Held

Position Value (USD)

Position in Communication Equipment

Technology · as of Jun 30, 2026

Balyasny Asset Management L.P. holds $440,861,107 across 15 Communication Equipment names. ADTN ranks #9 (0.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CIEN
Ciena Corp
 372,449 $182,708,581
2 LITE
Lumentum Holdings Inc.
 154,180 $132,295,690
3 VISN
Vistance Networks, Inc.
 3,508,746 $44,841,773
4 AAOI
Applied Optoelectronics, Inc.
 175,683 $26,029,193
5 VIAV
Viavi Solutions Inc.
 308,561 $14,733,787
6 MSI
Motorola Solutions, Inc.
 35,351 $14,680,916
7 CSCO
Cisco Systems, Inc.
 89,604 $10,524,885
8 BDC
Belden Inc.
 35,785 $4,290,979

All Filings in ADTN

Export CSV
7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,829,297 275,489
2025-12-31 $890,751 102,503
2025-09-30 $2,607,199 277,953
2024-12-31 $498,333 59,824
2024-09-30 $155,721 26,260
2024-06-30 $468,508 89,070
2023-12-31 $1,279,406 174,306