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
0.127%
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.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in YOU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Balyasny Asset Management L.P. holds $1,081,197,058 across 75 Software - Application names. YOU ranks #26 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DDOG |
Datadog, Inc.
|
1,474,452 | $174,059,058 | |
| 2 | CWAN |
Clearwater Analytics Holdings, Inc.
|
7,313,635 | $172,967,467 | |
| 3 | INTU |
Intuit Inc.
|
203,328 | $87,914,960 | |
| 4 | GRAB |
Grab Holdings Ltd
|
16,773,762 | $61,391,968 | |
| 5 | SNOW |
Snowflake Inc.
|
393,273 | $59,313,433 | |
| 6 | ESTC |
Elastic N.V.
|
948,382 | $47,409,616 | |
| 7 | ALIT |
Alight, Inc. / Delaware
|
3,543,853 | $41,300,062 | |
| 8 | TYL |
Tyler Technologies Inc
|
111,561 | $38,196,255 |
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. | ||||||