Position in TEL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,381,834
-$44,049,708 QoQ
Shares Held
6,854
-96.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TEL Over Time
Shares Held
Position Value (USD)
Derivatives in TEL
reported options exposure · as of Jun 30, 2026CallValue
$151,308,305
CallShares
750,500
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 Electronic Components
Technology · as of Jun 30, 2026Balyasny Asset Management L.P. holds $789,274,581 across 14 Electronic Components names. TEL ranks #12 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APH |
Amphenol Corp /De/
|
5,823,852 | $513,430,792 | |
| 2 | RAL |
Ralliant Corp
|
1,371,098 | $100,953,945 | |
| 3 | FLEX |
Flex Ltd.
|
537,319 | $87,083,290 | |
| 4 | FN |
Fabrinet
|
45,847 | $25,769,681 | |
| 5 | PLXS |
Plexus Corp
|
58,864 | $17,698,638 | |
| 6 | JBL |
Jabil Inc
|
24,729 | $9,532,534 | |
| 7 | LFUS |
Littelfuse Inc /De
|
19,416 | $8,840,687 | |
| 8 | TTMI |
Ttm Technologies Inc
|
43,746 | $8,181,376 |
All Filings in TEL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,381,834 | 6,854 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $151,308,305 | 750,500 | Call | Sole | 2026-08-14 | |
| 2026-03-31 | $41,804,000 | 200,000 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $45,431,542 | 217,355 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $127,659,728 | 561,117 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $298,383,200 | 1,359,191 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $66,804,789 | 396,068 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $52,143,970 | 368,978 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,572,316 | 17,992 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $955,464 | 6,328 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||