Balyasny Asset Management L.P.
Position in ASX — ASE Technology Holding Co., Ltd.
CIK 1218710
Chicago, IL
Position in ASX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$7,207,104
+$5,164,605 QoQ
Shares Held
332,431
+68.1% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ASX Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026Balyasny Asset Management L.P. holds $2,049,701,415 across 37 Semiconductors names. ASX ranks #23 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
4,212,277 | $734,621,108 | |
| 2 | SLAB |
Silicon Laboratories Inc.
|
1,233,893 | $256,834,827 | |
| 3 | AVGO |
Broadcom Inc.
|
496,654 | $153,719,379 | |
| 4 | ARM |
Arm Holdings PLC /Uk
|
924,723 | $139,892,095 | |
| 5 | MCHP |
Microchip Technology Inc
|
1,957,095 | $126,447,907 | |
| 6 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
242,320 | $81,892,044 | |
| 7 | ADI |
Analog Devices Inc
|
249,996 | $79,533,727 | |
| 8 | AMD |
Advanced Micro Devices Inc
|
361,764 | $73,593,649 |
All Filings in ASX
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,207,104 | 332,431 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $2,042,499 | 197,725 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,351,615 | 154,294 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $369,075 | 36,651 | Shares | Sole | 2025-02-14 | |
| 2024-03-31 | $1,570,240 | 142,879 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,129,981 | 120,083 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,221,377 | 295,396 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $351,648 | 45,141 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||