Position in TEL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$45,431,542
-$82,228,186 QoQ
Shares Held
217,355
-61.3% QoQ
Ownership
0.074%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in TEL Over Time
Shares Held
Position Value (USD)
Derivatives in TEL
reported options exposure · as of Mar 31, 2026CallValue
$41,804,000
CallShares
200,000
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 Electronic Components
Technology · as of Mar 31, 2026Balyasny Asset Management L.P. holds $300,447,150 across 14 Electronic Components names. TEL ranks #4 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JBL |
Jabil Inc
|
371,511 | $98,684,466 | |
| 2 | FLEX |
Flex Ltd.
|
1,057,889 | $69,249,413 | |
| 3 | GLW |
Corning Inc /Ny
|
335,029 | $45,553,892 | |
| 4 | TEL |
TE Connectivity plc
This page
|
217,355 | $45,431,542 | |
| 5 | TTMI |
Ttm Technologies Inc
|
138,033 | $13,447,174 | |
| 6 | PLXS |
Plexus Corp
|
47,919 | $9,705,514 | |
| 7 | FN |
Fabrinet
|
13,335 | $6,954,469 | |
| 8 | LFUS |
Littelfuse Inc /De
|
13,381 | $4,540,842 |
All Filings in TEL
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||