Position in KVYO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,855,374
+$3,463,124 QoQ
Shares Held
718,899
+215.8% QoQ
Ownership
0.252%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#44
of 275 holders
Holding Since
Sep 2023
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KVYO Over Time
Shares Held
Position Value (USD)
Derivatives in KVYO
reported options exposure · as of Jun 30, 2026CallValue
$6,040,000
CallShares
400,000
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 Software - Application
Technology · as of Jun 30, 2026Balyasny Asset Management L.P. holds $1,461,933,437 across 75 Software - Application names. KVYO ranks #23 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DDOG |
Datadog, Inc.
|
911,351 | $237,279,346 | |
| 2 | NOW |
ServiceNow, Inc.
|
2,223,764 | $220,775,289 | |
| 3 | SNOW |
Snowflake Inc.
|
827,138 | $210,506,621 | |
| 4 | TYL |
Tyler Technologies Inc
|
324,159 | $94,803,540 | |
| 5 | SHOP |
Shopify Inc.
|
609,006 | $69,536,305 | |
| 6 | QNT |
Quantinuum Inc.
|
821,918 | $67,183,577 | |
| 7 | U |
Unity Software Inc.
|
2,253,979 | $64,418,719 | |
| 8 | SSNC |
SS&C Technologies Holdings Inc
|
922,003 | $57,210,286 |
All Filings in KVYO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,040,000 | 400,000 | Call | Sole | 2026-08-14 | |
| 2026-06-30 | $10,855,374 | 718,899 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $7,392,250 | 227,664 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $15,965,250 | 576,571 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,924,125 | 116,859 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,754,781 | 124,084 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $25,288,532 | 613,204 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $15,161,462 | 428,532 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $1,745,405 | 68,501 | Shares | Sole | 2024-05-13 | |
| 2023-09-30 | $12,276,273 | 355,834 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||