Position in VISN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$44,841,773
-$61,710,163 QoQ
Shares Held
3,508,746
-40.1% QoQ
Ownership
1.52%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#18
of 347 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VISN Over Time
Shares Held
Position Value (USD)
Derivatives in VISN
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$18,200,000
PutShares
1,000,000
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 Communication Equipment
Technology · as of Jun 30, 2026Balyasny Asset Management L.P. holds $440,861,107 across 15 Communication Equipment names. VISN ranks #3 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CIEN |
Ciena Corp
|
372,449 | $182,708,581 | |
| 2 | LITE |
Lumentum Holdings Inc.
|
154,180 | $132,295,690 | |
| 3 | VISN |
Vistance Networks, Inc.
This page
|
3,508,746 | $44,841,773 | |
| 4 | AAOI |
Applied Optoelectronics, Inc.
|
175,683 | $26,029,193 | |
| 5 | VIAV |
Viavi Solutions Inc.
|
308,561 | $14,733,787 | |
| 6 | MSI |
Motorola Solutions, Inc.
|
35,351 | $14,680,916 | |
| 7 | CSCO |
Cisco Systems, Inc.
|
89,604 | $10,524,885 | |
| 8 | BDC |
Belden Inc.
|
35,785 | $4,290,979 |
All Filings in VISN
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,841,773 | 3,508,746 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $18,200,000 | 1,000,000 | Put | Sole | 2026-05-15 | |
| 2026-03-31 | $106,551,936 | 5,854,502 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $16,586,629 | 914,872 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $28,959,922 | 1,870,796 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,097,035 | 736,357 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,436,080 | 1,023,744 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,807,803 | 922,803 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $253,448 | 41,481 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $968,868 | 787,698 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $605,557 | 462,258 | Shares | Sole | 2024-05-13 | |
| 2023-03-31 | $173,837 | 27,290 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $4,204,207 | 572,001 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $351,057 | 38,117 | Shares | Sole | 2022-11-15 | |
| 2021-06-30 | $9,472,827 | 444,525 | Shares | Sole | 2021-08-16 | |
| 2020-12-31 | $260,214 | 19,419 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $178,524 | 19,836 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $13,075,601 | 1,569,700 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $550,526 | 60,431 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||