Position in YOU
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$8,217,258
-$1,110,057 QoQ
Shares Held
169,743
-36.2% QoQ
Ownership
0.125%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in YOU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Balyasny Asset Management L.P. holds $1,461,933,437 across 75 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DDOG |
Datadog, Inc.
|
911,351 | $237,279,346 | |
| 2 | NOW |
ServiceNow, Inc.
|
2,223,764 | $220,775,289 | |
| 3 | SNOW |
Snowflake Inc.
|
827,138 | $210,506,621 | |
| 4 | TYL |
Tyler Technologies Inc
|
324,159 | $94,803,540 | |
| 5 | SHOP |
Shopify Inc.
|
609,006 | $69,536,305 | |
| 6 | QNT |
Quantinuum Inc.
|
821,918 | $67,183,577 | |
| 7 | U |
Unity Software Inc.
|
2,253,979 | $64,418,719 | |
| 8 | SSNC |
SS&C Technologies Holdings Inc
|
922,003 | $57,210,286 |
All Filings in YOU
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,217,258 | 169,743 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,327,315 | 265,887 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,743,867 | 112,159 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $14,629,825 | 527,011 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $12,448,407 | 480,448 | Shares | Sole | 2025-05-15 | |
| 2024-06-30 | $5,900,535 | 315,368 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $9,656,112 | 453,978 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,841,866 | 234,473 | Shares | Other | 2024-02-14 | |
| 2023-06-30 | $1,503,153 | 64,875 | Shares | Other | 2023-08-14 | |
| 2022-12-31 | $873,782 | 31,855 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,083,289 | 47,388 | Shares | Sole | 2022-11-15 | |
| 2022-03-31 | $2,261,441 | 84,131 | Shares | Sole | 2022-05-16 | |
| 2021-06-30 | $2,040,000 | 51,000 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||