Position in TENB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$16,086,013
+$3,021,570 QoQ
Shares Held
950,710
+71.2% QoQ
Ownership
0.862%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TENB Over Time
Shares Held
Position Value (USD)
Derivatives in TENB
reported options exposure · as of Dec 31, 2021CallValue
$22,033,507
CallShares
400,100
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 Software - Infrastructure
Technology · as of Mar 31, 2026Balyasny Asset Management L.P. holds $1,081,385,431 across 54 Software - Infrastructure names. TENB ranks #20 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TWLO |
Twilio Inc
|
1,103,774 | $138,876,844 | |
| 2 | MSFT |
Microsoft Corp
|
316,996 | $117,342,409 | |
| 3 | PANW |
Palo Alto Networks Inc
|
512,832 | $82,217,226 | |
| 4 | NET |
Cloudflare, Inc.
|
350,237 | $72,267,902 | |
| 5 | OKTA |
Okta, Inc.
|
831,630 | $65,457,597 | |
| 6 | TOST |
Toast, Inc.
|
2,221,675 | $58,896,604 | |
| 7 | MQ |
Marqeta, Inc.
|
3,372,057 | $55,031,970 | |
| 8 | ORCL |
Oracle Corp
|
321,090 | $47,235,549 |
All Filings in TENB
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,086,013 | 950,710 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $13,064,443 | 555,225 | Shares | Other | 2026-02-17 | |
| 2025-06-30 | $5,014,809 | 148,455 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $8,944,316 | 255,698 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,685,731 | 93,594 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $2,347,262 | 53,861 | Shares | Sole | 2024-08-14 | |
| 2023-09-30 | $4,212,051 | 94,019 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $9,797,660 | 224,975 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $476,192 | 10,023 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $1,162,239 | 30,465 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $7,032,940 | 202,096 | Shares | Other | 2022-11-15 | |
| 2022-06-30 | $4,320,261 | 95,139 | Shares | Other | 2022-08-15 | |
| 2021-12-31 | $22,033,507 | 400,100 | Call | Sole | 2022-02-14 | |
| 2021-09-30 | $5,784,894 | 125,377 | Shares | Sole | 2021-12-01 | |
| 2021-09-30 | $3,091,380 | 67,000 | Call | Sole | 2021-12-01 | |
| 2021-06-30 | $26,248,153 | 634,780 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,444,706 | 67,552 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||