Position in LTRX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,499,000
+$2,413,351 QoQ
Shares Held
425,000
+2807.8% QoQ
Ownership
0.910%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#23
of 121 holders
Holding Since
Dec 2023
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LTRX Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026Balyasny Asset Management L.P. holds $440,861,107 across 15 Communication Equipment names. LTRX ranks #10 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CIEN |
Ciena Corp
|
372,449 | $182,708,581 | |
| 2 | LITE |
Lumentum Holdings Inc.
|
154,180 | $132,295,690 | |
| 3 | VISN |
Vistance Networks, Inc.
|
3,508,746 | $44,841,773 | |
| 4 | AAOI |
Applied Optoelectronics, Inc.
|
175,683 | $26,029,193 | |
| 5 | VIAV |
Viavi Solutions Inc.
|
308,561 | $14,733,787 | |
| 6 | MSI |
Motorola Solutions, Inc.
|
35,351 | $14,680,916 | |
| 7 | CSCO |
Cisco Systems, Inc.
|
89,604 | $10,524,885 | |
| 8 | BDC |
Belden Inc.
|
35,785 | $4,290,979 |
All Filings in LTRX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,499,000 | 425,000 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $85,649 | 14,616 | Shares | Sole | 2026-02-17 | |
| 2024-12-31 | $78,951 | 19,163 | Shares | Sole | 2025-02-14 | |
| 2024-03-31 | $60,957 | 17,123 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $480,613 | 82,016 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||