Position in VIPS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,304,478
+$4,123,100 QoQ
Shares Held
337,435
+347.9% QoQ
Ownership
0.070%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VIPS Over Time
Shares Held
Position Value (USD)
Derivatives in VIPS
reported options exposure · as of Mar 31, 2021CallValue
$10,451,000
CallShares
350,000
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 Internet Retail
Consumer Cyclical · as of Jun 30, 2026Balyasny Asset Management L.P. holds $1,761,377,319 across 14 Internet Retail names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
|
4,770,545 | $1,137,011,695 | |
| 2 | ETSY |
Etsy Inc
|
2,690,173 | $202,650,732 | |
| 3 | MELI |
Mercadolibre Inc
|
90,861 | $154,226,552 | |
| 4 | GLBE |
Global-E Online Ltd.
|
2,098,803 | $72,891,428 | |
| 5 | CPNG |
Coupang, Inc.
|
3,290,427 | $57,154,716 | |
| 6 | BABA |
Alibaba Group Holding Ltd
|
494,857 | $47,496,374 | |
| 7 | EBAY |
Ebay Inc
|
276,816 | $30,934,187 | |
| 8 | W |
Wayfair Inc.
|
201,718 | $18,642,777 |
All Filings in VIPS
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,304,478 | 337,435 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $1,181,378 | 75,343 | Shares | Sole | 2025-05-15 | |
| 2023-03-31 | $12,788,816 | 842,478 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,651,422 | 121,072 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $8,943,379 | 1,063,422 | Shares | Sole | 2022-11-15 | |
| 2022-03-31 | $170,856 | 18,984 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $125,588 | 14,951 | Shares | Sole | 2022-02-14 | |
| 2021-03-31 | $10,451,000 | 350,000 | Call | Sole | 2021-05-17 | |
| 2021-03-31 | $47,272,590 | 1,583,141 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $25,038,111 | 890,719 | Shares | Sole | 2021-02-16 | |
| 2020-06-30 | $4,563,929 | 229,228 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $5,232,667 | 335,858 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||