Position in SITM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$18,979,720
+$18,661,787 QoQ
Shares Held
25,457
+1617.7% QoQ
Ownership
0.085%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#96
of 563 holders
Holding Since
Sep 2021
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SITM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Balyasny Asset Management L.P. holds $3,339,448,800 across 37 Semiconductors names. SITM ranks #20 (0.6% of the industry book) .
| # | 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 SITM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,979,720 | 25,457 | Shares | Sole | 2026-08-14 | |
| 2024-12-31 | $317,933 | 1,482 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $266,421 | 2,142 | Shares | Sole | 2024-08-14 | |
| 2023-09-30 | $4,166,926 | 36,472 | Shares | Sole | 2023-11-14 | |
| 2021-09-30 | $211,928 | 1,038 | Shares | Sole | 2021-12-01 | |
| No filing history on record for this holder in this stock. | ||||||