Position in IT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$39,960,290
+$38,539,347 QoQ
Shares Held
308,288
+3335.3% QoQ
Ownership
0.488%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#39
of 638 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IT Over Time
Shares Held
Position Value (USD)
Derivatives in IT
reported options exposure · as of Jun 30, 2025CallValue
$0
CallShares
0
PutValue
$44,464,200
PutShares
110,000
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 Information Technology Services
Technology · as of Jun 30, 2026Balyasny Asset Management L.P. holds $229,424,267 across 26 Information Technology Services names. IT ranks #3 (17.4% 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
This page
|
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 IT
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,960,290 | 308,288 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,420,943 | 8,974 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $272,210 | 1,079 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $30,293,138 | 115,240 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $44,464,200 | 110,000 | Put | Sole | 2025-08-14 | |
| 2024-12-31 | $440,383 | 909 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $26,555,744 | 52,403 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $64,524,434 | 135,365 | Shares | Sole | 2024-05-13 | |
| 2023-06-30 | $136,634,562 | 390,039 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $123,628,085 | 379,495 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $20,347,898 | 60,534 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $11,975,696 | 43,282 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $25,707,737 | 106,305 | Shares | Other | 2022-08-15 | |
| 2021-09-30 | $27,856,679 | 91,670 | Shares | Sole | 2021-12-01 | |
| 2020-12-31 | $24,610,790 | 153,635 | Shares | Sole | 2021-02-16 | |
| 2020-03-31 | $7,034,919 | 70,653 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||