Position in CDW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$14,132,231
+$13,864,327 QoQ
Shares Held
116,776
+5836.8% QoQ
Ownership
0.091%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
12 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CDW Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Mar 31, 2026Balyasny Asset Management L.P. holds $323,475,091 across 31 Information Technology Services names. CDW ranks #8 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VNET |
VNET Group, Inc.
|
6,791,611 | $56,981,616 | |
| 2 | JKHY |
Jack Henry & Associates Inc
|
322,342 | $50,942,929 | |
| 3 | CTSH |
Cognizant Technology Solutions Corp
|
766,681 | $47,035,879 | |
| 4 | CACI |
Caci International Inc /De/
|
57,409 | $31,223,032 | |
| 5 | GDS |
GDS Holdings Ltd
|
550,485 | $22,179,040 | |
| 6 | DXC |
DXC Technology Co
|
1,367,206 | $17,185,779 | |
| 7 | INFY |
Infosys Ltd
|
1,081,011 | $14,604,458 | |
| 8 | CDW |
CDW Corp
This page
|
116,776 | $14,132,231 |
All Filings in CDW
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,132,231 | 116,776 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $267,904 | 1,967 | Shares | Other | 2026-02-17 | |
| 2025-03-31 | $17,119,774 | 106,825 | Shares | Sole | 2025-05-15 | |
| 2023-12-31 | $266,419 | 1,172 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $602,657 | 2,987 | Shares | Other | 2023-11-14 | |
| 2022-12-31 | $26,734,317 | 149,705 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $7,696,148 | 49,309 | Shares | Other | 2022-11-15 | |
| 2022-06-30 | $28,698,607 | 182,144 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $16,176,843 | 90,429 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $58,247,008 | 284,437 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $60,955,585 | 334,884 | Shares | Sole | 2021-12-01 | |
| 2021-03-31 | $8,438,498 | 50,911 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||