Position in CSCO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,638,698
-$4,246,947 QoQ
Shares Held
72,673
-43.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CSCO Over Time
Shares Held
Position Value (USD)
Derivatives in CSCO
reported options exposure · as of Mar 31, 2026CallValue
$7,844,349
CallShares
101,100
PutValue
$15,944,745
PutShares
205,500
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 Mar 31, 2026Balyasny Asset Management L.P. holds $515,820,097 across 13 Communication Equipment names. CSCO ranks #8 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSI |
Motorola Solutions, Inc.
|
320,420 | $139,052,667 | |
| 2 | CIEN |
Ciena Corp
|
323,419 | $125,560,958 | |
| 3 | VISN |
Vistance Networks, Inc.
|
5,854,502 | $106,551,936 | |
| 4 | LITE |
Lumentum Holdings Inc.
|
94,555 | $66,449,471 | |
| 5 | AAOI |
Applied Optoelectronics, Inc.
|
468,870 | $39,661,712 | |
| 6 | VIAV |
Viavi Solutions Inc.
|
445,079 | $14,812,229 | |
| 7 | ERIC |
Ericsson Lm Telephone Co
|
1,111,485 | $12,526,435 | |
| 8 | CSCO |
Cisco Systems, Inc.
This page
|
72,673 | $5,638,698 |
All Filings in CSCO
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,638,698 | 72,673 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $7,844,349 | 101,100 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $15,944,745 | 205,500 | Put | Sole | 2026-05-15 | |
| 2025-12-31 | $9,885,645 | 128,335 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $9,829,028 | 127,600 | Put | Sole | 2026-02-17 | |
| 2025-12-31 | $947,469 | 12,300 | Call | Sole | 2026-02-17 | |
| 2025-09-30 | $24,145,418 | 352,900 | Call | Sole | 2025-11-14 | |
| 2025-09-30 | $8,949,336 | 130,800 | Put | Sole | 2025-11-14 | |
| 2025-09-30 | $17,262,434 | 252,301 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $56,064,590 | 808,080 | Shares | Sole | 2025-08-14 | |
| 2025-06-30 | $2,116,090 | 30,500 | Call | Sole | 2025-08-14 | |
| 2025-06-30 | $52,166,822 | 751,900 | Put | Sole | 2025-08-14 | |
| 2025-03-31 | $6,783,780 | 109,930 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $64,949,775 | 1,052,500 | Put | Sole | 2025-05-15 | |
| 2025-03-31 | $5,948,844 | 96,400 | Call | Sole | 2025-05-15 | |
| 2024-12-31 | $97,597,120 | 1,648,600 | Put | Sole | 2025-02-14 | |
| 2024-12-31 | $12,059,040 | 203,700 | Call | Sole | 2025-02-14 | |
| 2024-12-31 | $241,276,112 | 4,075,610 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $30,793,092 | 578,600 | Put | Sole | 2024-11-14 | |
| 2024-09-30 | $12,352,362 | 232,100 | Call | Sole | 2024-11-14 | |
| 2024-06-30 | $11,511,673 | 242,300 | Put | Sole | 2024-08-14 | |
| 2024-06-30 | $5,211,847 | 109,700 | Call | Sole | 2024-08-14 | |
| 2024-06-30 | $1,213,215 | 25,536 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $126,441,994 | 2,533,400 | Put | Sole | 2024-05-13 | |
| 2024-03-31 | $57,558,208 | 1,153,240 | Shares | Sole | 2024-05-13 | |
| 2024-03-31 | $24,111,521 | 483,100 | Call | Sole | 2024-05-13 | |
| 2023-12-31 | $36,550,411 | 723,484 | Shares | Sole | 2024-02-14 | |
| 2023-12-31 | $10,311,132 | 204,100 | Call | Sole | 2024-02-14 | |
| 2023-12-31 | $164,397,132 | 3,254,100 | Put | Sole | 2024-02-14 | |
| 2023-09-30 | $130,932,480 | 2,435,500 | Put | Sole | 2023-11-14 | |
| 2023-09-30 | $11,133,696 | 207,100 | Call | Sole | 2023-11-14 | |
| 2023-09-30 | $21,540,503 | 400,679 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $9,294,935 | 179,647 | Shares | Sole | 2023-08-14 | |
| 2023-06-30 | $90,974,442 | 1,758,300 | Put | Sole | 2023-08-14 | |
| 2023-06-30 | $6,467,500 | 125,000 | Call | Sole | 2023-08-14 | |
| 2023-03-31 | $2,614,000 | 50,000 | Call | Sole | 2023-05-15 | |
| 2023-03-31 | $6,093,965 | 116,564 | Shares | Other | 2023-05-15 | |
| 2023-03-31 | $48,421,736 | 926,200 | Put | Sole | 2023-05-15 | |
| 2022-12-31 | $78,403,196 | 1,645,743 | Shares | Sole | 2023-02-14 | |
| 2022-12-31 | $35,215,488 | 739,200 | Put | Sole | 2023-02-14 | |
| 2022-09-30 | $22,180,000 | 554,500 | Put | Sole | 2022-11-15 | |
| 2022-09-30 | $9,000,000 | 225,000 | Call | Sole | 2022-11-15 | |
| 2022-09-30 | $52,400,680 | 1,310,017 | Shares | Other | 2022-11-15 | |
| 2022-06-30 | $1,066,000 | 25,000 | Call | Sole | 2022-08-15 | |
| 2022-06-30 | $14,671,997 | 344,090 | Shares | Sole | 2022-08-15 | |
| 2022-06-30 | $16,454,776 | 385,900 | Put | Sole | 2022-08-15 | |
| 2022-03-31 | $5,464,758 | 98,005 | Shares | Sole | 2022-05-16 | |
| 2022-03-31 | $22,448,976 | 402,600 | Put | Sole | 2022-05-16 | |
| 2021-12-31 | $42,996,545 | 678,500 | Put | Sole | 2022-02-14 | |
| 2021-12-31 | $20,491,576 | 323,364 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||