Position in QRVO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$0
-$18,692,332 QoQ
Shares Held
0
-100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
21 quarters on record
Common Shares in QRVO Over Time
Shares Held
Position Value (USD)
Derivatives in QRVO
reported options exposure · as of Jun 30, 2026CallValue
$13,990,500
CallShares
150,000
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 Semiconductors
Technology · as of Jun 30, 2026Balyasny Asset Management L.P. holds $3,339,448,800 across 37 Semiconductors names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
3,237,337 | $647,758,760 | |
| 2 | TXN |
Texas Instruments Inc
|
1,506,041 | $448,905,640 | |
| 3 | SLAB |
Silicon Laboratories Inc.
|
1,559,676 | $340,882,786 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
506,708 | $294,351,743 | |
| 5 | CBRS |
Cerebras Systems Inc.
|
1,120,356 | $247,598,676 | |
| 6 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
459,643 | $219,511,707 | |
| 7 | ON |
On Semiconductor Corp
|
1,517,790 | $143,491,865 | |
| 8 | LSCC |
Lattice Semiconductor Corp
|
882,412 | $134,973,739 |
All Filings in QRVO
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,990,500 | 150,000 | Call | Sole | 2026-08-14 | |
| 2026-03-31 | $18,692,332 | 241,503 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $30,027,332 | 355,311 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $66,593,779 | 731,157 | Shares | Sole | 2025-11-14 | |
| 2024-09-30 | $70,872,993 | 686,089 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $65,372,410 | 563,361 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $16,680,435 | 145,262 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $96,573,885 | 857,596 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $31,341,558 | 328,287 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $103,692,272 | 1,016,292 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,523,550 | 15,000 | Call | Sole | 2023-05-15 | |
| 2022-12-31 | $38,828,816 | 428,385 | Shares | Other | 2023-02-14 | |
| 2022-06-30 | $42,136,328 | 446,738 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $4,724,611 | 38,071 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $71,203,741 | 455,296 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $28,847,296 | 172,542 | Shares | Sole | 2021-12-01 | |
| 2021-06-30 | $1,173,900 | 6,000 | Put | Sole | 2021-08-16 | |
| 2021-06-30 | $1,076,075 | 5,500 | Call | Sole | 2021-08-16 | |
| 2021-03-31 | $16,799,995 | 91,954 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $5,819,450 | 35,000 | Call | Sole | 2021-02-16 | |
| 2020-12-31 | $33,900,790 | 203,890 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $12,986,920 | 100,666 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $53,712,164 | 485,951 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||