Position in APPN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,091,963
-$80,690 QoQ
Shares Held
47,684
+17.2% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#63
of 213 holders
Holding Since
Dec 2020
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in APPN Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Balyasny Asset Management L.P. holds $1,755,840,712 across 52 Software - Infrastructure names. APPN ranks #40 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
599,967 | $223,799,690 | |
| 2 | TOST |
Toast, Inc.
|
7,126,975 | $198,272,444 | |
| 3 | NET |
Cloudflare, Inc.
|
670,903 | $164,559,087 | |
| 4 | CRWV |
CoreWeave, Inc.
|
1,611,219 | $160,380,739 | |
| 5 | TWLO |
Twilio Inc
|
755,608 | $155,904,598 | |
| 6 | OKTA |
Okta, Inc.
|
950,408 | $129,683,171 | |
| 7 | IOT |
Samsara Inc.
|
3,083,647 | $100,002,671 | |
| 8 | SNPS |
Synopsys Inc
|
162,940 | $72,682,645 |
All Filings in APPN
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,091,963 | 47,684 | Shares | Sole | 2026-08-14 | |
| 2025-03-31 | $1,172,653 | 40,703 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,721,212 | 82,511 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,577,963 | 163,385 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,380,854 | 141,959 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,487,520 | 162,391 | Shares | Sole | 2024-05-13 | |
| 2023-09-30 | $3,541,798 | 77,654 | Shares | Sole | 2023-11-14 | |
| 2022-12-31 | $13,093,417 | 402,132 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,069,582 | 26,196 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $659,298 | 13,921 | Shares | Sole | 2022-08-15 | |
| 2021-03-31 | $685,357 | 5,155 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $739,940 | 4,565 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||