Position in UMAC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$664,027
+$506,138 QoQ
Shares Held
29,777
+133.9% QoQ
Ownership
0.060%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#69
of 182 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UMAC Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Jun 30, 2026Balyasny Asset Management L.P. holds $748,520,213 across 18 Computer Hardware names. UMAC ranks #14 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STX |
Seagate Technology Holdings plc
|
256,151 | $247,185,715 | |
| 2 | SNDK |
Sandisk Corp
|
87,932 | $199,933,625 | |
| 3 | WDC |
Western Digital Corp
|
156,483 | $99,948,821 | |
| 4 | SMCI |
Super Micro Computer, Inc.
|
2,841,577 | $83,343,453 | |
| 5 | ANET |
Arista Networks, Inc.
|
489,047 | $83,079,304 | |
| 6 | P |
Everpure, Inc.
|
227,744 | $17,943,949 | |
| 7 | DDD |
3D Systems Corp
|
1,759,470 | $5,313,599 | |
| 8 | DELL |
Dell Technologies Inc.
|
6,869 | $2,963,697 |
All Filings in UMAC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $664,027 | 29,777 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $157,889 | 12,733 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $1,503,054 | 99,540 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||