Position in POET
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$85,405
New position
Shares Held
14,378
first reported quarter
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Position in Semiconductors
Technology · as of Mar 31, 2026Balyasny Asset Management L.P. holds $2,049,701,415 across 37 Semiconductors names. POET ranks #36 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
4,212,277 | $734,621,108 | |
| 2 | SLAB |
Silicon Laboratories Inc.
|
1,233,893 | $256,834,827 | |
| 3 | AVGO |
Broadcom Inc.
|
496,654 | $153,719,379 | |
| 4 | ARM |
Arm Holdings PLC /Uk
|
924,723 | $139,892,095 | |
| 5 | MCHP |
Microchip Technology Inc
|
1,957,095 | $126,447,907 | |
| 6 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
242,320 | $81,892,044 | |
| 7 | ADI |
Analog Devices Inc
|
249,996 | $79,533,727 | |
| 8 | AMD |
Advanced Micro Devices Inc
|
361,764 | $73,593,649 |
All Filings in POET
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $85,405 | 14,378 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||