Position in OSPN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$663,505
-$22,061 QoQ
Shares Held
63,011
+18.0% QoQ
Ownership
0.170%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OSPN Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Balyasny Asset Management L.P. holds $1,118,599,967 across 54 Software - Infrastructure names. OSPN ranks #37 (0.1% 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 | CRWD |
CrowdStrike Holdings, Inc.
|
268,055 | $104,651,352 | |
| 4 | PANW |
Palo Alto Networks Inc
|
512,832 | $82,217,226 | |
| 5 | NET |
Cloudflare, Inc.
|
350,237 | $72,267,902 | |
| 6 | OKTA |
Okta, Inc.
|
831,630 | $65,457,597 | |
| 7 | TOST |
Toast, Inc.
|
2,221,675 | $58,896,604 | |
| 8 | ORCL |
Oracle Corp
|
321,090 | $47,235,549 |
All Filings in OSPN
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $663,505 | 63,011 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $685,566 | 53,393 | Shares | Sole | 2026-02-17 | |
| 2024-06-30 | $622,334 | 48,544 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $185,661 | 15,964 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $111,648 | 10,415 | Shares | Other | 2024-02-14 | |
| 2022-03-31 | $295,659 | 20,475 | Shares | Sole | 2022-05-16 | |
| 2021-03-31 | $430,930 | 17,589 | Shares | Sole | 2021-05-17 | |
| 2020-09-30 | $446,825 | 21,318 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||