Position in NET
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$72,267,902
+$20,476,992 QoQ
Shares Held
350,237
+33.3% QoQ
Ownership
0.099%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
20 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Derivatives in NET
reported options exposure · as of Mar 31, 2026CallValue
$4,828,356
CallShares
23,400
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 - Infrastructure
Technology · as of Mar 31, 2026Balyasny Asset Management L.P. holds $1,081,385,431 across 54 Software - Infrastructure names. NET ranks #4 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TWLO |
Twilio Inc
|
1,103,774 | $138,876,844 | |
| 2 | MSFT |
Microsoft Corp
|
316,996 | $117,342,409 | |
| 3 | PANW |
Palo Alto Networks Inc
|
512,832 | $82,217,226 | |
| 4 | NET |
Cloudflare, Inc.
This page
|
350,237 | $72,267,902 | |
| 5 | OKTA |
Okta, Inc.
|
831,630 | $65,457,597 | |
| 6 | TOST |
Toast, Inc.
|
2,221,675 | $58,896,604 | |
| 7 | MQ |
Marqeta, Inc.
|
3,372,057 | $55,031,970 | |
| 8 | ORCL |
Oracle Corp
|
321,090 | $47,235,549 |
All Filings in NET
Export CSV
39 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,828,356 | 23,400 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $72,267,902 | 350,237 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,380,050 | 7,000 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $51,790,910 | 262,698 | Shares | Other | 2026-02-17 | |
| 2025-12-31 | $1,399,765 | 7,100 | Put | Sole | 2026-02-17 | |
| 2025-09-30 | $965,655 | 4,500 | Put | Sole | 2025-11-14 | |
| 2025-09-30 | $57,967,196 | 270,130 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $1,502,130 | 7,000 | Call | Sole | 2025-11-14 | |
| 2025-06-30 | $1,723,304 | 8,800 | Call | Sole | 2025-08-14 | |
| 2025-06-30 | $900,818 | 4,600 | Put | Sole | 2025-08-14 | |
| 2025-06-30 | $3,096,855 | 15,814 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $14,403,134 | 127,812 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $2,332,683 | 20,700 | Call | Sole | 2025-05-15 | |
| 2025-03-31 | $6,040,184 | 53,600 | Put | Sole | 2025-05-15 | |
| 2024-12-31 | $9,917,328 | 92,100 | Call | Sole | 2025-02-14 | |
| 2024-12-31 | $3,456,528 | 32,100 | Put | Sole | 2025-02-14 | |
| 2024-12-31 | $47,278,196 | 439,062 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,651,175 | 57,500 | Call | Sole | 2024-11-14 | |
| 2024-09-30 | $2,879,684 | 35,600 | Put | Sole | 2024-11-14 | |
| 2024-09-30 | $211,203 | 2,611 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $579,810 | 7,000 | Put | Sole | 2024-08-14 | |
| 2024-06-30 | $3,743,916 | 45,200 | Call | Sole | 2024-08-14 | |
| 2024-06-30 | $24,950,715 | 301,228 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,520,231 | 15,700 | Call | Sole | 2024-05-13 | |
| 2024-03-31 | $14,953,941 | 154,435 | Shares | Sole | 2024-05-13 | |
| 2024-03-31 | $1,820,404 | 18,800 | Put | Sole | 2024-05-13 | |
| 2023-09-30 | $6,934,400 | 110,000 | Call | Sole | 2023-11-14 | |
| 2023-09-30 | $5,673,600 | 90,000 | Put | Sole | 2023-11-14 | |
| 2023-06-30 | $5,639,077 | 86,264 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $35,872,986 | 581,787 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,661,060 | 58,860 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,977,900 | 90,000 | Put | Sole | 2022-11-15 | |
| 2022-09-30 | $1,610,240 | 29,113 | Shares | Other | 2022-11-15 | |
| 2022-03-31 | $7,358,198 | 61,472 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,667,946 | 12,684 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $539,030 | 4,785 | Shares | Sole | 2021-12-01 | |
| 2021-06-30 | $2,373,567 | 22,426 | Shares | Sole | 2021-08-16 | |
| 2020-12-31 | $1,860,159 | 24,479 | Shares | Sole | 2021-02-16 | |
| 2020-06-30 | $6,805,802 | 189,313 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||