Balyasny Asset Management L.P.

CIK

1218710

City

Chicago

State / Country

IL

Stock

DSGX — Descartes Systems Group Inc

Top Portfolio Positions

1,965 positions · $67,182,907,250 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
SPY	Spdr S&P 500 ETF Trust	6,144,822	$3,996,223,539	5.95%
QQQ	Invesco Qqq Trust, Series 1	4,746,270	$2,739,452,118	4.08%
META	Meta Platforms, Inc. Communication Services	2,982,339	$1,706,285,612	2.54%
AMZN	Amazon Com Inc Consumer Cyclical	7,656,935	$1,594,709,852	2.37%
NVDA	Nvidia Corp Technology	8,330,677	$1,452,870,068	2.16%
AAPL	Apple Inc. Technology	5,627,148	$1,428,113,890	2.13%
GOOGL	Alphabet Inc. Communication Services	2,910,658	$836,988,814	1.25%
WBD	Warner Bros. Discovery, Inc. Communication Services	27,939,614	$767,221,800	1.14%
RTX	RTX Corp Industrials	3,727,941	$719,119,818	1.07%
MSFT	Microsoft Corp Technology	1,413,996	$523,418,899	0.78%

Portfolio Trend

25 quarters · across all stocks

Holdings in DSGX

Compact Export CSV

Shares Held

Position Value (USD)

12 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$8,194,621	114,514	+29.3%	Shares	Sole	2026-05-15
2025-12-31	$7,763,520	88,564	+81.3%	Shares	Sole	2026-02-17
2025-09-30	$4,602,758	48,846	+978.3%	Shares	Sole	2025-11-14
2025-06-30	$460,474	4,530	-47.1%	Shares	Sole	2025-08-14
2024-12-31	$972,643	8,562	-17.7%	Shares	Sole	2025-02-14
2023-12-31	$874,476	10,403	+124.1%	Shares	Sole	2024-02-14
2023-06-30	$371,950	4,643	-90.3%	Shares	Sole	2023-08-14
2022-09-30	$3,041,244	47,871	+23.5%	Shares	Sole	2022-11-15
2021-12-31	$3,205,999	38,776	+138.6%	Shares	Sole	2022-02-14
2021-09-30	$1,320,556	16,251	-12.0%	Shares	Sole	2021-12-01
2020-12-31	$1,080,125	18,470	-82.6%	Shares	Sole	2021-02-16
2020-09-30	$6,057,429	106,308	—	Shares	Sole	2020-11-16
No 13F history on record for this holder in this stock.