Position in BULL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,058,352
-$2,204,581 QoQ
Shares Held
220,490
-47.5% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BULL Over Time
Shares Held
Position Value (USD)
Derivatives in BULL
reported options exposure · as of Mar 31, 2026CallValue
$242,880
CallShares
50,600
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 Software - Application
Technology · as of Mar 31, 2026Balyasny Asset Management L.P. holds $1,081,197,058 across 75 Software - Application names. BULL ranks #52 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DDOG |
Datadog, Inc.
|
1,474,452 | $174,059,058 | |
| 2 | CWAN |
Clearwater Analytics Holdings, Inc.
|
7,313,635 | $172,967,467 | |
| 3 | INTU |
Intuit Inc.
|
203,328 | $87,914,960 | |
| 4 | GRAB |
Grab Holdings Ltd
|
16,773,762 | $61,391,968 | |
| 5 | SNOW |
Snowflake Inc.
|
393,273 | $59,313,433 | |
| 6 | ESTC |
Elastic N.V.
|
948,382 | $47,409,616 | |
| 7 | ALIT |
Alight, Inc. / Delaware
|
3,543,853 | $41,300,062 | |
| 8 | TYL |
Tyler Technologies Inc
|
111,561 | $38,196,255 |
All Filings in BULL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $242,880 | 50,600 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $1,058,352 | 220,490 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,262,933 | 419,940 | Shares | Other | 2026-02-17 | |
| 2025-12-31 | $393,162 | 50,600 | Call | Sole | 2026-02-17 | |
| 2025-09-30 | $1,626,900 | 110,000 | Call | Sole | 2025-11-14 | |
| 2025-06-30 | $2,625,052 | 219,486 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||