Position in AIOT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$347,202
New position
Shares Held
112,728
first reported quarter
Ownership
0.084%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#73
of 193 holders
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Balyasny Asset Management L.P. holds $1,081,385,431 across 54 Software - Infrastructure names. AIOT ranks #44 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TWLO |
Twilio Inc
|
1,103,774 | $138,876,844 | |
| 2 | MSFT |
Microsoft Corp
|
316,996 | $117,342,409 | |
| 3 | PANW |
Palo Alto Networks Inc
|
512,832 | $82,217,226 | |
| 4 | NET |
Cloudflare, Inc.
|
350,237 | $72,267,902 | |
| 5 | OKTA |
Okta, Inc.
|
831,630 | $65,457,597 | |
| 6 | TOST |
Toast, Inc.
|
2,221,675 | $58,896,604 | |
| 7 | MQ |
Marqeta, Inc.
|
3,372,057 | $55,031,970 | |
| 8 | ORCL |
Oracle Corp
|
321,090 | $47,235,549 |
All Filings in AIOT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $347,202 | 112,728 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||