Position in ENPH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$217,690
-$17,930,730 QoQ
Shares Held
4,421
-99.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#341
of 532 holders
Holding Since
Jun 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ENPH Over Time
Shares Held
Position Value (USD)
Derivatives in ENPH
reported options exposure · as of Jun 30, 2026CallValue
$556,412
CallShares
11,300
PutValue
$1,767,716
PutShares
35,900
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 Solar
Technology · as of Jun 30, 2026Balyasny Asset Management L.P. holds $134,641,142 across 7 Solar names. ENPH ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NXT |
Nextpower Inc.
|
545,312 | $64,968,471 | |
| 2 | RUN |
Sunrun Inc.
|
3,925,623 | $52,524,835 | |
| 3 | FSLR |
First Solar, Inc.
|
45,059 | $10,632,121 | |
| 4 | SEDG |
Solaredge Technologies, Inc.
|
43,898 | $2,565,399 | |
| 5 | JKS |
JinkoSolar Holding Co., Ltd.
|
114,603 | $1,925,330 | |
| 6 | CSIQ |
Canadian Solar Inc.
|
112,815 | $1,807,296 | |
| 7 | ENPH |
Enphase Energy, Inc.
This page
|
4,421 | $217,690 |
All Filings in ENPH
Export CSV
37 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $217,690 | 4,421 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $1,767,716 | 35,900 | Put | Sole | 2026-08-14 | |
| 2026-06-30 | $556,412 | 11,300 | Call | Sole | 2026-08-14 | |
| 2026-03-31 | $18,148,420 | 479,990 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $427,253 | 11,300 | Call | Sole | 2026-05-15 | |
| 2025-12-31 | $967,910 | 30,200 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $15,240,672 | 475,528 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,068,778 | 30,200 | Call | Sole | 2025-11-14 | |
| 2025-09-30 | $12,175,469 | 344,037 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $20,705,230 | 522,200 | Put | Sole | 2025-08-14 | |
| 2025-06-30 | $7,434,375 | 187,500 | Call | Sole | 2025-08-14 | |
| 2025-03-31 | $356,477 | 5,745 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $328,865 | 5,300 | Put | Sole | 2025-05-15 | |
| 2024-12-31 | $1,023,332 | 14,900 | Put | Sole | 2025-02-14 | |
| 2024-12-31 | $1,055,680 | 15,371 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,084,992 | 9,600 | Put | Sole | 2024-11-14 | |
| 2024-09-30 | $14,913,893 | 131,958 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $856,110 | 8,586 | Shares | Sole | 2024-08-14 | |
| 2024-06-30 | $1,994,200 | 20,000 | Put | Sole | 2024-08-14 | |
| 2024-03-31 | $18,295,563 | 151,228 | Shares | Sole | 2024-05-13 | |
| 2024-03-31 | $5,903,824 | 48,800 | Put | Sole | 2024-05-13 | |
| 2023-12-31 | $2,889,637 | 21,868 | Shares | Other | 2024-02-14 | |
| 2023-12-31 | $18,711,024 | 141,600 | Put | Sole | 2024-02-14 | |
| 2023-09-30 | $7,365,195 | 61,300 | Put | Sole | 2023-11-14 | |
| 2023-06-30 | $535,098 | 3,195 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $13,688,175 | 65,095 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $794,880 | 3,000 | Put | Sole | 2023-02-14 | |
| 2022-12-31 | $11,328,893 | 42,757 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,970,037 | 7,100 | Put | Sole | 2022-11-15 | |
| 2022-06-30 | $4,158,612 | 21,300 | Call | Sole | 2022-08-15 | |
| 2022-06-30 | $13,396,587 | 68,616 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $24,298,549 | 120,421 | Shares | Sole | 2022-05-16 | |
| 2021-06-30 | $18,463,996 | 100,550 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $17,569,549 | 108,347 | Shares | Sole | 2021-05-17 | |
| 2021-03-31 | $1,621,600 | 10,000 | Call | Sole | 2021-05-17 | |
| 2020-06-30 | $22,696,170 | 477,111 | Shares | Sole | 2020-08-14 | |
| 2020-06-30 | $2,378,500 | 50,000 | Call | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||