Position in KD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$12,260,413
+$7,970,738 QoQ
Shares Held
1,084,033
+231.6% QoQ
Ownership
0.498%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#34
of 652 holders
Holding Since
Dec 2022
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KD Over Time
Shares Held
Position Value (USD)
Derivatives in KD
reported options exposure · as of Dec 31, 2024CallValue
$653,940
CallShares
18,900
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. KD ranks #5 (5.3% 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.
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|
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 KD
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,260,413 | 1,084,033 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,289,675 | 326,957 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,357,624 | 88,766 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $3,871,494 | 123,296 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,551,394 | 44,838 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $653,940 | 18,900 | Call | Sole | 2025-02-14 | |
| 2024-09-30 | $350,582 | 15,256 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,977,380 | 75,157 | Shares | Sole | 2024-08-14 | |
| 2022-12-31 | $261,375 | 23,505 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||