Balyasny Asset Management LLC

CIK
0001218710
City
Chicago
State / Country
IL

Top Portfolio Positions

1,824 positions · $60,532,318,591 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
QQQ
Invesco Qqq Trust, Series 1
4,172,300 $2,563,085,613 4.23%
AMZN
Amazon Com Inc
8,606,081 $1,986,455,616 3.28%
NVDA
Nvidia Corp
Technology
9,399,977 $1,753,095,710 2.90%
MSFT
Microsoft Corp
Technology
3,382,169 $1,635,684,571 2.70%
TSLA
Tesla, Inc.
Consumer Cyclical
3,032,188 $1,363,635,587 2.25%
SPY
Spdr S&P 500 Etf Trust
1,851,292 $1,262,433,040 2.09%
META
Meta Platforms, Inc.
Communication Services
1,787,458 $1,179,883,151 1.95%
GOOGL
Alphabet Inc.
Communication Services
3,678,102 $1,151,245,926 1.90%
AAPL
Apple Inc.
4,193,184 $1,139,959,002 1.88%
AVGO
Broadcom Inc.
Technology
1,661,676 $575,106,063 0.95%

Portfolio Trend

37 quarters · across all stocks

Holdings in LHX

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Shares Held

Position Value (USD)

21 of 21 shown
Report Date Value (USD) Shares
2025-12-31 $223,847,125 762,500
2025-09-30 $336,343,451 1,101,285
2025-06-30 $194,481,770 775,322
2025-03-31 $1,935,489 9,247
2024-12-31 $981,376 4,667
2024-09-30 $1,794,015 7,542
2024-06-30 $139,421,509 620,810
2024-03-31 $113,483,847 532,538
2023-12-31 $3,125,600 14,840
2023-09-30 $240,982 1,384
2023-06-30 $250,562,107 1,279,880
2023-03-31 $125,882,464 641,472
2022-12-31 $205,811,004 988,478
2022-09-30 $107,033,904 515,007
2022-06-30 $191,710,155 793,174
2022-03-31 $129,541,076 521,355
2021-12-31 $221,280,000 1,037,704
2021-03-31 $14,068,626 69,413
2020-09-30 $16,280,352 95,857
2020-06-30 $53,204,609 313,577
2020-03-31 $3,434,528 19,068