Position in ERIC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$12,526,435
-$7,980,422 QoQ
Shares Held
1,111,485
-47.7% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ERIC Over Time
Shares Held
Position Value (USD)
Derivatives in ERIC
reported options exposure · as of Sep 30, 2023CallValue
$7,761,420
CallShares
1,597,000
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 Communication Equipment
Technology · as of Jun 30, 2026Balyasny Asset Management L.P. holds $440,861,107 across 15 Communication Equipment names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CIEN |
Ciena Corp
|
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 ERIC
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,526,435 | 1,111,485 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $20,506,857 | 2,125,063 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $109,800 | 13,277 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $731,391 | 86,249 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $8,324,237 | 1,072,711 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $272,500 | 33,809 | Shares | Sole | 2025-02-14 | |
| 2024-03-31 | $6,083,486 | 1,104,081 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $8,275,560 | 1,313,581 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,761,420 | 1,597,000 | Call | Sole | 2023-11-14 | |
| 2023-09-30 | $29,547,555 | 6,079,744 | Shares | Sole | 2023-11-14 | |
| 2022-03-31 | $6,213,207 | 679,782 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $7,663,350 | 705,000 | Put | Sole | 2022-02-14 | |
| 2021-09-30 | $5,583,121 | 498,493 | Shares | Sole | 2021-12-01 | |
| 2021-06-30 | $10,903,639 | 866,744 | Shares | Sole | 2021-08-16 | |
| 2020-06-30 | $19,907,756 | 2,140,619 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $27,257,782 | 3,369,318 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||