Position in FORM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$12,998,950
+$11,541,967 QoQ
Shares Held
81,279
+441.1% QoQ
Ownership
0.104%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#95
of 508 holders
Holding Since
Mar 2022
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FORM Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Balyasny Asset Management L.P. holds $673,773,064 across 11 Semiconductor Equipment & Materials names. FORM ranks #7 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
121,216 | $241,151,946 | |
| 2 | AMAT |
Applied Materials Inc /De
|
166,354 | $120,273,942 | |
| 3 | ACLS |
Axcelis Technologies Inc
|
616,196 | $116,738,332 | |
| 4 | Q |
Qnity Electronics, Inc.
|
531,829 | $86,852,993 | |
| 5 | ONTO |
Onto Innovation Inc.
|
154,951 | $58,641,205 | |
| 6 | LRCX |
Lam Research Corp
|
34,501 | $14,950,317 | |
| 7 | FORM |
Formfactor Inc
This page
|
81,279 | $12,998,950 | |
| 8 | KLAC |
Kla Corp
|
35,558 | $10,728,203 |
All Filings in FORM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,998,950 | 81,279 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,456,983 | 15,022 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $2,459,041 | 67,519 | Shares | Sole | 2025-11-14 | |
| 2024-09-30 | $1,897,316 | 41,246 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $529,455 | 8,747 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $666,699 | 14,611 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $11,811,938 | 283,192 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,830,473 | 224,112 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $418,271 | 12,223 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $219,924 | 6,905 | Shares | Other | 2023-05-15 | |
| 2022-03-31 | $226,415 | 5,387 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||