Position in ASTS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$0
-$330,568 QoQ
Shares Held
0
-100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
10 quarters on record
Common Shares in ASTS Over Time
Shares Held
Position Value (USD)
Derivatives in ASTS
reported options exposure · as of Jun 30, 2026CallValue
$3,341,136
CallShares
37,600
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 Communication Equipment
Technology · as of Jun 30, 2026Balyasny Asset Management L.P. holds $440,861,107 across 15 Communication Equipment names.
| # | 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 ASTS
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,341,136 | 37,600 | Call | Sole | 2026-08-14 | |
| 2026-03-31 | $2,419,804 | 29,200 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $488,933 | 5,900 | Put | Sole | 2026-05-15 | |
| 2026-03-31 | $330,568 | 3,989 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $827,982 | 11,400 | Put | Sole | 2026-02-17 | |
| 2025-12-31 | $4,227,066 | 58,200 | Call | Sole | 2026-02-17 | |
| 2025-09-30 | $496,493 | 10,116 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $1,590,192 | 32,400 | Put | Sole | 2025-11-14 | |
| 2025-09-30 | $2,866,272 | 58,400 | Call | Sole | 2025-11-14 | |
| 2025-06-30 | $644,874 | 13,800 | Put | Sole | 2025-08-14 | |
| 2025-06-30 | $1,822,470 | 39,000 | Call | Sole | 2025-08-14 | |
| 2025-03-31 | $250,140 | 11,000 | Call | Sole | 2025-05-15 | |
| 2025-03-31 | $217,007 | 9,543 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $487,410 | 23,100 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $743,967 | 28,450 | Shares | Sole | 2024-11-14 | |
| 2023-03-31 | $198,023 | 38,981 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $224,824 | 46,644 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||