Position in PODD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,309,456
+$7,951,065 QoQ
Shares Held
67,714
+502.5% QoQ
Ownership
0.098%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#123
of 716 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PODD Over Time
Shares Held
Position Value (USD)
Derivatives in PODD
reported options exposure · as of Dec 31, 2025CallValue
$540,056
CallShares
1,900
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 Medical Devices
Healthcare · as of Jun 30, 2026Balyasny Asset Management L.P. holds $726,781,729 across 37 Medical Devices names. PODD ranks #11 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEN |
Penumbra Inc
|
1,090,163 | $344,218,967 | |
| 2 | MDT |
Medtronic plc
|
986,367 | $77,163,489 | |
| 3 | GKOS |
GLAUKOS Corp
|
491,636 | $68,711,047 | |
| 4 | ABT |
Abbott Laboratories
|
740,808 | $67,220,917 | |
| 5 | EW |
Edwards Lifesciences Corp
|
456,202 | $41,268,032 | |
| 6 | AVNS |
Avanos Medical, Inc.
|
739,829 | $18,406,945 | |
| 7 | BBNX |
Beta Bionics, Inc.
|
855,682 | $13,408,536 | |
| 8 | AXGN |
Axogen, Inc.
|
253,498 | $11,709,072 |
All Filings in PODD
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,309,456 | 67,714 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,358,391 | 11,239 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $540,056 | 1,900 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $402,483 | 1,416 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $648,333 | 2,100 | Put | Sole | 2025-11-14 | |
| 2025-09-30 | $463,095 | 1,500 | Call | Sole | 2025-11-14 | |
| 2025-06-30 | $24,958,773 | 79,441 | Shares | Sole | 2025-08-14 | |
| 2025-06-30 | $691,196 | 2,200 | Call | Sole | 2025-08-14 | |
| 2025-06-30 | $1,696,572 | 5,400 | Put | Sole | 2025-08-14 | |
| 2025-03-31 | $344,019 | 1,310 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $1,733,226 | 6,600 | Put | Sole | 2025-05-15 | |
| 2025-03-31 | $892,874 | 3,400 | Call | Sole | 2025-05-15 | |
| 2024-12-31 | $5,560,791 | 21,300 | Put | Sole | 2025-02-14 | |
| 2024-12-31 | $783,210 | 3,000 | Call | Sole | 2025-02-14 | |
| 2024-09-30 | $4,305,875 | 18,500 | Call | Sole | 2024-11-14 | |
| 2024-09-30 | $3,793,825 | 16,300 | Put | Sole | 2024-11-14 | |
| 2024-06-30 | $1,009,000 | 5,000 | Call | Sole | 2024-08-14 | |
| 2024-06-30 | $1,493,320 | 7,400 | Put | Sole | 2024-08-14 | |
| 2024-06-30 | $35,868,133 | 177,741 | Shares | Sole | 2024-08-14 | |
| 2023-12-31 | $9,749,345 | 44,932 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $10,111,666 | 63,400 | Call | Sole | 2023-11-14 | |
| 2023-09-30 | $646,093 | 4,051 | Shares | Other | 2023-11-14 | |
| 2022-12-31 | $10,244,772 | 34,800 | Put | Sole | 2023-02-14 | |
| 2022-12-31 | $41,508 | 141 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $31,915,504 | 139,126 | Shares | Other | 2022-11-15 | |
| 2021-03-31 | $16,023,358 | 61,411 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $30,276,561 | 118,439 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $23,423,829 | 99,006 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $23,414,352 | 120,531 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $13,454,541 | 81,208 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||