Position in FN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$6,954,469
-$27,556,684 QoQ
Shares Held
13,335
-88.6% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
9 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
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 Mar 31, 2026Balyasny Asset Management L.P. holds $300,447,150 across 14 Electronic Components names. FN ranks #7 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JBL |
Jabil Inc
|
371,511 | $98,684,466 | |
| 2 | FLEX |
Flex Ltd.
|
1,057,889 | $69,249,413 | |
| 3 | GLW |
Corning Inc /Ny
|
335,029 | $45,553,892 | |
| 4 | TEL |
TE Connectivity plc
|
217,355 | $45,431,542 | |
| 5 | TTMI |
Ttm Technologies Inc
|
138,033 | $13,447,174 | |
| 6 | PLXS |
Plexus Corp
|
47,919 | $9,705,514 | |
| 7 | FN |
Fabrinet
This page
|
13,335 | $6,954,469 | |
| 8 | LFUS |
Littelfuse Inc /De
|
13,381 | $4,540,842 |
All Filings in FN
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||