Position in APPS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$371,081
-$117,044 QoQ
Shares Held
28,766
-83.0% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#103
of 209 holders
Holding Since
Jun 2021
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in APPS Over Time
Shares Held
Position Value (USD)
Derivatives in APPS
reported options exposure · as of Dec 31, 2022CallValue
$3,429,000
CallShares
225,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026Balyasny Asset Management L.P. holds $1,461,933,437 across 75 Software - Application names. APPS ranks #62 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DDOG |
Datadog, Inc.
|
911,351 | $237,279,346 | |
| 2 | NOW |
ServiceNow, Inc.
|
2,223,764 | $220,775,289 | |
| 3 | SNOW |
Snowflake Inc.
|
827,138 | $210,506,621 | |
| 4 | TYL |
Tyler Technologies Inc
|
324,159 | $94,803,540 | |
| 5 | SHOP |
Shopify Inc.
|
609,006 | $69,536,305 | |
| 6 | QNT |
Quantinuum Inc.
|
821,918 | $67,183,577 | |
| 7 | U |
Unity Software Inc.
|
2,253,979 | $64,418,719 | |
| 8 | SSNC |
SS&C Technologies Holdings Inc
|
922,003 | $57,210,286 |
All Filings in APPS
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $371,081 | 28,766 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $488,125 | 169,488 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $772,294 | 120,671 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $191,188 | 70,290 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $69,403 | 22,607 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $72,465 | 43,654 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $136,051 | 51,928 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $826,931 | 120,544 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,221,694 | 201,933 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,345,603 | 252,759 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,467,859 | 199,665 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,429,000 | 225,000 | Call | Sole | 2023-02-14 | |
| 2022-12-31 | $2,470,906 | 162,133 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $723,928 | 50,238 | Shares | Other | 2022-11-15 | |
| 2022-09-30 | $6,484,500 | 450,000 | Put | Sole | 2022-11-15 | |
| 2022-06-30 | $672,944 | 38,520 | Shares | Sole | 2022-08-15 | |
| 2021-09-30 | $947,168 | 13,777 | Shares | Sole | 2021-12-01 | |
| 2021-06-30 | $784,097 | 10,313 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||