Position in ETSY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$227,818,835
+$110,245,731 QoQ
Shares Held
4,558,200
+114.9% QoQ
Ownership
4.80%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ETSY Over Time
Shares Held
Position Value (USD)
Derivatives in ETSY
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$5,682,726
PutShares
113,700
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 Internet Retail
Consumer Cyclical · as of Mar 31, 2026Balyasny Asset Management L.P. holds $1,676,993,680 across 15 Internet Retail names. ETSY ranks #2 (13.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
|
4,343,035 | $904,523,899 | |
| 2 | ETSY |
Etsy Inc
This page
|
4,558,200 | $227,818,835 | |
| 3 | MELI |
Mercadolibre Inc
|
100,010 | $172,919,290 | |
| 4 | W |
Wayfair Inc.
|
1,591,870 | $119,724,542 | |
| 5 | GLBE |
Global-E Online Ltd.
|
2,215,126 | $68,336,636 | |
| 6 | EBAY |
Ebay Inc
|
626,282 | $57,004,187 | |
| 7 | CHWY |
Chewy, Inc.
|
1,351,444 | $36,488,988 | |
| 8 | DASH |
DoorDash, Inc.
|
241,016 | $36,188,552 |
All Filings in ETSY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $227,818,835 | 4,558,200 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $5,682,726 | 113,700 | Put | Sole | 2026-05-15 | |
| 2025-12-31 | $4,169,088 | 75,200 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $117,573,104 | 2,120,727 | Shares | Other | 2026-02-17 | |
| 2025-12-31 | $498,960 | 9,000 | Put | Sole | 2026-02-17 | |
| 2025-09-30 | $78,894,290 | 1,188,346 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $7,282,983 | 109,700 | Call | Sole | 2025-11-14 | |
| 2025-09-30 | $836,514 | 12,600 | Put | Sole | 2025-11-14 | |
| 2025-06-30 | $1,860,936 | 37,100 | Put | Sole | 2025-08-14 | |
| 2025-06-30 | $12,670,416 | 252,600 | Call | Sole | 2025-08-14 | |
| 2025-06-30 | $1,832,194 | 36,527 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,627,710 | 34,500 | Put | Sole | 2025-05-15 | |
| 2025-03-31 | $3,406,396 | 72,200 | Call | Sole | 2025-05-15 | |
| 2024-12-31 | $19,412,058 | 367,027 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $15,227,810 | 258,186 | Shares | Sole | 2024-08-14 | |
| 2023-09-30 | $275,821 | 4,271 | Shares | Sole | 2023-11-14 | |
| 2022-09-30 | $64,575,038 | 644,912 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $3,514,080 | 48,000 | Put | Sole | 2022-08-15 | |
| 2022-03-31 | $8,140,340 | 65,500 | Put | Sole | 2022-05-16 | |
| 2022-03-31 | $4,971,200 | 40,000 | Call | Sole | 2022-05-16 | |
| 2021-12-31 | $53,893,394 | 246,156 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $37,758,465 | 181,566 | Shares | Sole | 2021-12-01 | |
| 2020-12-31 | $2,797,990 | 15,727 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $6,081,500 | 50,000 | Put | Sole | 2020-11-16 | |
| 2020-06-30 | $2,655,750 | 25,000 | Put | Sole | 2020-08-14 | |
| 2020-03-31 | $1,537,600 | 40,000 | Call | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||