Position in FN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$25,769,681
+$18,815,212 QoQ
Shares Held
45,847
+243.8% QoQ
Ownership
0.128%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#93
of 750 holders
Holding Since
Mar 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FN Over Time
Shares Held
Position Value (USD)
Derivatives in FN
reported options exposure · as of Mar 31, 2024CallValue
$0
CallShares
0
PutValue
$2,835,300
PutShares
15,000
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 Electronic Components
Technology · as of Jun 30, 2026Balyasny Asset Management L.P. holds $275,843,789 across 14 Electronic Components names. FN ranks #3 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RAL |
Ralliant Corp
|
1,371,098 | $100,953,945 | |
| 2 | FLEX |
Flex Ltd.
|
537,319 | $87,083,290 | |
| 3 | FN |
Fabrinet
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|
45,847 | $25,769,681 | |
| 4 | PLXS |
Plexus Corp
|
58,864 | $17,698,638 | |
| 5 | JBL |
Jabil Inc
|
24,729 | $9,532,534 | |
| 6 | LFUS |
Littelfuse Inc /De
|
19,416 | $8,840,687 | |
| 7 | TTMI |
Ttm Technologies Inc
|
43,746 | $8,181,376 | |
| 8 | BHE |
Benchmark Electronics Inc
|
58,578 | $5,779,891 |
All Filings in FN
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,769,681 | 45,847 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,954,469 | 13,335 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $34,511,153 | 117,114 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $91,391,629 | 462,719 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $309,810 | 1,409 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $456,565 | 1,931 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $2,835,300 | 15,000 | Put | Sole | 2024-05-13 | |
| 2023-12-31 | $3,529,669 | 18,545 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $571,341 | 4,399 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $652,942 | 5,498 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||