Position in ETSY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$202,650,732
-$25,168,103 QoQ
Shares Held
2,690,173
-41.0% QoQ
Ownership
2.93%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#10
of 554 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ETSY Over Time
Shares Held
Position Value (USD)
Derivatives in ETSY
reported options exposure · as of Jun 30, 2026CallValue
$2,598,885
CallShares
34,500
PutValue
$451,980
PutShares
6,000
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 Jun 30, 2026Balyasny Asset Management L.P. holds $1,761,377,319 across 14 Internet Retail names. ETSY ranks #2 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
|
4,770,545 | $1,137,011,695 | |
| 2 | ETSY |
Etsy Inc
This page
|
2,690,173 | $202,650,732 | |
| 3 | MELI |
Mercadolibre Inc
|
90,861 | $154,226,552 | |
| 4 | GLBE |
Global-E Online Ltd.
|
2,098,803 | $72,891,428 | |
| 5 | CPNG |
Coupang, Inc.
|
3,290,427 | $57,154,716 | |
| 6 | BABA |
Alibaba Group Holding Ltd
|
494,857 | $47,496,374 | |
| 7 | EBAY |
Ebay Inc
|
276,816 | $30,934,187 | |
| 8 | W |
Wayfair Inc.
|
201,718 | $18,642,777 |
All Filings in ETSY
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,598,885 | 34,500 | Call | Sole | 2026-08-14 | |
| 2026-06-30 | $451,980 | 6,000 | Put | Sole | 2026-08-14 | |
| 2026-06-30 | $202,650,732 | 2,690,173 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||