Balyasny Asset Management L.P.
Position in CDNS — Cadence Design Systems Inc
CIK 1218710
Chicago, IL
Position in CDNS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,071,994
+$1,943,009 QoQ
Shares Held
8,185
+101.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#548
of 1,494 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CDNS Over Time
Shares Held
Position Value (USD)
Derivatives in CDNS
reported options exposure · as of Jun 30, 2026CallValue
$4,653,968
CallShares
12,400
PutValue
$3,490,476
PutShares
9,300
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. CDNS ranks #35 (0.2% 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 CDNS
Export CSV
44 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,653,968 | 12,400 | Call | Sole | 2026-08-14 | |
| 2026-06-30 | $3,071,994 | 8,185 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $3,490,476 | 9,300 | Put | Sole | 2026-08-14 | |
| 2026-03-31 | $1,128,985 | 4,063 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $2,750,913 | 9,900 | Put | Sole | 2026-05-15 | |
| 2026-03-31 | $5,918,631 | 21,300 | Call | Sole | 2026-05-15 | |
| 2025-12-31 | $1,000,256 | 3,200 | Put | Sole | 2026-02-17 | |
| 2025-12-31 | $1,303,458 | 4,170 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $2,625,672 | 8,400 | Call | Sole | 2026-02-17 | |
| 2025-09-30 | $4,706,884 | 13,400 | Call | Sole | 2025-11-14 | |
| 2025-09-30 | $5,409,404 | 15,400 | Put | Sole | 2025-11-14 | |
| 2025-09-30 | $9,507,905 | 27,068 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $18,766,335 | 60,900 | Call | Sole | 2025-08-14 | |
| 2025-06-30 | $3,656,816 | 11,867 | Shares | Sole | 2025-08-14 | |
| 2025-06-30 | $23,943,255 | 77,700 | Put | Sole | 2025-08-14 | |
| 2025-03-31 | $2,566,444 | 10,091 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $3,331,723 | 13,100 | Put | Sole | 2025-05-15 | |
| 2025-03-31 | $737,557 | 2,900 | Call | Sole | 2025-05-15 | |
| 2024-12-31 | $435,366 | 1,449 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $8,181,853 | 30,188 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,401,801 | 4,555 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $22,613,869 | 72,648 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $59,921,400 | 220,000 | Put | Sole | 2024-02-14 | |
| 2023-12-31 | $1,075,861 | 3,950 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $71,725,789 | 306,128 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $90,748,216 | 386,953 | Shares | Other | 2023-08-14 | |
| 2023-06-30 | $9,380,800 | 40,000 | Call | Sole | 2023-08-14 | |
| 2023-06-30 | $9,380,800 | 40,000 | Put | Sole | 2023-08-14 | |
| 2023-03-31 | $70,531,834 | 335,722 | Shares | Other | 2023-05-15 | |
| 2023-03-31 | $8,403,600 | 40,000 | Call | Sole | 2023-05-15 | |
| 2023-03-31 | $8,403,600 | 40,000 | Put | Sole | 2023-05-15 | |
| 2022-12-31 | $658,624 | 4,100 | Put | Sole | 2023-02-14 | |
| 2022-12-31 | $1,053,316 | 6,557 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $1,487,213 | 9,100 | Put | Sole | 2022-11-15 | |
| 2022-09-30 | $42,680,398 | 261,154 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,500,300 | 10,000 | Put | Sole | 2022-08-15 | |
| 2022-06-30 | $61,924,281 | 412,746 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $27,453,965 | 166,934 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $14,684,228 | 96,964 | Shares | Sole | 2021-12-01 | |
| 2021-06-30 | $1,094,560 | 8,000 | Put | Sole | 2021-08-16 | |
| 2021-06-30 | $957,740 | 7,000 | Call | Sole | 2021-08-16 | |
| 2021-03-31 | $4,032,848 | 29,439 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $10,967,198 | 80,387 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $24,614,042 | 230,836 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||