Position in CLVT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,604,427
+$2,266,824 QoQ
Shares Held
1,424,675
+255.7% QoQ
Ownership
0.223%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CLVT Over Time
Shares Held
Position Value (USD)
Derivatives in CLVT
reported options exposure · as of Jun 30, 2025CallValue
$2,150,000
CallShares
500,000
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 Information Technology Services
Technology · as of Jun 30, 2026Balyasny Asset Management L.P. holds $229,424,267 across 26 Information Technology Services names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APLD |
Applied Digital Corp.
|
1,336,486 | $49,850,927 | |
| 2 | JKHY |
Jack Henry & Associates Inc
|
350,942 | $48,338,751 | |
| 3 | IT |
Gartner Inc
|
308,288 | $39,960,290 | |
| 4 | IBM |
International Business Machines Corp
|
55,009 | $15,469,080 | |
| 5 | KD |
Kyndryl Holdings, Inc.
|
1,084,033 | $12,260,413 | |
| 6 | EXLS |
ExlService Holdings, Inc.
|
465,216 | $12,030,485 | |
| 7 | VNET |
VNET Group, Inc.
|
1,491,098 | $11,988,427 | |
| 8 | G |
Genpact LTD
|
380,006 | $10,450,165 |
All Filings in CLVT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,604,427 | 1,424,675 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,337,603 | 400,480 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $18,700,331 | 4,882,593 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,150,000 | 500,000 | Call | Sole | 2025-08-14 | |
| 2025-06-30 | $113,352 | 26,361 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,555,735 | 1,922,579 | Shares | Sole | 2025-05-15 | |
| 2024-03-31 | $482,244 | 64,905 | Shares | Sole | 2024-05-13 | |
| 2022-06-30 | $1,758,307 | 126,862 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,051,074 | 182,045 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $6,406,518 | 272,386 | Shares | Sole | 2022-02-14 | |
| 2020-03-31 | $686,493 | 33,084 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||