Position in GDS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,092,400
-$20,086,640 QoQ
Shares Held
69,677
-87.3% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#88
of 197 holders
Holding Since
Jun 2020
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GDS Over Time
Shares Held
Position Value (USD)
Derivatives in GDS
reported options exposure · as of Sep 30, 2025CallValue
$1,161,000
CallShares
30,000
PutValue
$0
PutShares
0
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 Information Technology Services
Technology · as of Jun 30, 2026Balyasny Asset Management L.P. holds $229,424,267 across 26 Information Technology Services names. GDS ranks #16 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APLD |
Applied Digital Corp.
|
1,336,486 | $49,850,927 | |
| 2 | JKHY |
Jack Henry & Associates Inc
|
350,942 | $48,338,751 | |
| 3 | IT |
Gartner Inc
|
308,288 | $39,960,290 | |
| 4 | IBM |
International Business Machines Corp
|
55,009 | $15,469,080 | |
| 5 | KD |
Kyndryl Holdings, Inc.
|
1,084,033 | $12,260,413 | |
| 6 | EXLS |
ExlService Holdings, Inc.
|
465,216 | $12,030,485 | |
| 7 | VNET |
VNET Group, Inc.
|
1,491,098 | $11,988,427 | |
| 8 | G |
Genpact LTD
|
380,006 | $10,450,165 |
All Filings in GDS
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,092,400 | 69,677 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $22,179,040 | 550,485 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,425,408 | 270,069 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,161,000 | 30,000 | Call | Sole | 2025-11-14 | |
| 2025-09-30 | $11,263,635 | 291,050 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $12,969,475 | 424,255 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $10,894,433 | 430,100 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $1,359,884 | 66,661 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,252,633 | 350,122 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,739,081 | 411,892 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $5,428,424 | 595,222 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,932,063 | 541,741 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,571,750 | 325,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $8,292,056 | 444,376 | Shares | Sole | 2023-05-15 | |
| 2022-06-30 | $947,641 | 28,381 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $603,625 | 15,379 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $25,059,209 | 442,664 | Shares | Sole | 2021-12-01 | |
| 2021-06-30 | $21,795,103 | 277,680 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $13,733,321 | 169,359 | Shares | Sole | 2021-05-17 | |
| 2020-09-30 | $6,113,273 | 74,707 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $998,777 | 12,538 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||