Position in EVTC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,934,403
+$342,836 QoQ
Shares Held
139,419
+12.9% QoQ
Ownership
0.233%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EVTC Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Balyasny Asset Management L.P. holds $1,755,840,712 across 52 Software - Infrastructure names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
599,967 | $223,799,690 | |
| 2 | TOST |
Toast, Inc.
|
7,126,975 | $198,272,444 | |
| 3 | NET |
Cloudflare, Inc.
|
670,903 | $164,559,087 | |
| 4 | CRWV |
CoreWeave, Inc.
|
1,611,219 | $160,380,739 | |
| 5 | TWLO |
Twilio Inc
|
755,608 | $155,904,598 | |
| 6 | OKTA |
Okta, Inc.
|
950,408 | $129,683,171 | |
| 7 | IOT |
Samsara Inc.
|
3,083,647 | $100,002,671 | |
| 8 | SNPS |
Synopsys Inc
|
162,940 | $72,682,645 |
All Filings in EVTC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,934,403 | 139,419 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $3,591,567 | 123,464 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,416,215 | 71,528 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,669,691 | 46,316 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $514,706 | 13,998 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $955,168 | 27,662 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $304,935 | 9,171 | Shares | Sole | 2024-08-14 | |
| 2023-03-31 | $1,222,930 | 36,235 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $90,955 | 2,809 | Shares | Other | 2023-02-14 | |
| 2020-03-31 | $768,137 | 33,794 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||