Position in CIEN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$182,708,581
+$57,147,623 QoQ
Shares Held
372,449
+15.2% QoQ
Ownership
0.263%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#41
of 1,218 holders
Holding Since
Dec 2020
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CIEN Over Time
Shares Held
Position Value (USD)
Derivatives in CIEN
reported options exposure · as of Jun 30, 2026CallValue
$294,336
CallShares
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. CIEN ranks #1 (41.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CIEN |
Ciena Corp
This page
|
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 CIEN
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $294,336 | 600 | Call | Sole | 2026-08-14 | |
| 2026-06-30 | $182,708,581 | 372,449 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $125,560,958 | 323,419 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $102,922,912 | 440,086 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $90,850,591 | 623,674 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $83,964,522 | 1,032,393 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,696,270 | 28,070 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,061,900 | 24,312 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,925,401 | 47,498 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $15,608,447 | 315,641 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $12,111,470 | 269,084 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $12,567,378 | 265,920 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $2,745,023 | 64,604 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $74,937,111 | 1,426,830 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $36,407,213 | 714,147 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $7,943,848 | 196,484 | Shares | Sole | 2022-11-15 | |
| 2022-03-31 | $1,087,702 | 17,940 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,390,913 | 44,055 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,121,813 | 80,269 | Shares | Sole | 2021-12-01 | |
| 2021-06-30 | $4,977,875 | 87,500 | Put | Sole | 2021-08-16 | |
| 2020-12-31 | $24,054,360 | 455,144 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||