Position in VSH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$82,495,024
+$75,137,074 QoQ
Shares Held
1,533,935
+275.3% QoQ
Ownership
1.00%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#25
of 469 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VSH Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Balyasny Asset Management L.P. holds $3,339,448,800 across 37 Semiconductors names. VSH ranks #13 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
3,237,337 | $647,758,760 | |
| 2 | TXN |
Texas Instruments Inc
|
1,506,041 | $448,905,640 | |
| 3 | SLAB |
Silicon Laboratories Inc.
|
1,559,676 | $340,882,786 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
506,708 | $294,351,743 | |
| 5 | CBRS |
Cerebras Systems Inc.
|
1,120,356 | $247,598,676 | |
| 6 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
459,643 | $219,511,707 | |
| 7 | ON |
On Semiconductor Corp
|
1,517,790 | $143,491,865 | |
| 8 | LSCC |
Lattice Semiconductor Corp
|
882,412 | $134,973,739 |
All Filings in VSH
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $82,495,024 | 1,533,935 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $7,357,950 | 408,775 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $15,446,789 | 1,066,031 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $11,613,939 | 759,081 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,264,448 | 457,459 | Shares | Sole | 2025-08-14 | |
| 2024-06-30 | $11,989,818 | 537,660 | Shares | Sole | 2024-08-14 | |
| 2023-12-31 | $1,455,746 | 60,732 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,855,426 | 236,870 | Shares | Sole | 2023-11-14 | |
| 2023-03-31 | $4,583,106 | 202,613 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,645,847 | 169,024 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,347,205 | 188,151 | Shares | Other | 2022-11-15 | |
| 2022-06-30 | $646,260 | 36,266 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $1,255,125 | 64,037 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $508,652 | 23,258 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $220,829 | 10,992 | Shares | Sole | 2021-12-01 | |
| 2020-03-31 | $913,363 | 63,384 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||