Aerarium

SEC EDGAR Form 13F

Balyasny Asset Management

Balyasny Asset Management is a multi-strategy manager led by Managing Partner and CIO Dmitry Balyasny, with strategies spanning equity long/short, fixed income and macro, commodities, arbitrage, and systematic investing.

Latest Form 13F: 3560 long U.S. equity positions, $126.7B reported value for the period ended Mar 31, 2026, led by STATE STR SPDR S&P 500 ETF T, ADVANCED ENERGY INDS, and INVESCO QQQ TR.

CIK: 1218710 · Filed: May 15, 2026 · Period: Mar 31, 2026

Reported value
$126.7B
Positions
3560
Key person
Dmitry Balyasny
Style
Multi-strategy
Top holding
SPY · STATE STR SPDR S&P 500 ETF T
Period
Mar 31, 2026
Filed
May 15, 2026
CIK
1218710

What a 13F does not show

Form 13F covers many reportable long U.S. equity positions at quarter end. It does not show every asset type, short positions, hedges, intraperiod trades, or current holdings after the report date. Use it as ownership context, not investment advice.

Read the 13F guide →
SPY
STATE STR SPDR S&P 500 ETF T
Portfolio weight
5.18%
NAN
ADVANCED ENERGY INDS
Portfolio weight
3.79%
QQQ
INVESCO QQQ TR
Portfolio weight
3.55%
IWM
ISHARES TR
Portfolio weight
2.62%
META
META PLATFORMS INC
Portfolio weight
2.21%

Top reported holdings

Showing the top 50 positions by reported value. Source: SEC EDGAR Form 13F; period 2026-03-31; filed 2026-05-15.

#TickerCompanySharesValuePortfolio %QoQ change
1SPYSTATE STR SPDR S&P 500 ETF T6.1M$4.0B5.18%+231.9%
2NANADVANCED ENERGY INDS2.0B$2.9B3.79%+20.6%
3QQQINVESCO QQQ TR4.7M$2.7B3.55%+13.8%
4IWMISHARES TR8.1M$2.0B2.62%+22.4%
5METAMETA PLATFORMS INC3.0M$1.7B2.21%+66.8%
6AMZNAMAZON COM INC7.7M$1.6B2.07%-11.0%
7NVDANVIDIA CORPORATION8.3M$1.5B1.88%-11.4%
8AAPLAPPLE INC5.6M$1.4B1.85%+34.2%
9GOOGLALPHABET INC2.9M$837M1.09%-20.9%
10WBDWARNER BROS DISCOVERY INC27.9M$767M1.00%+122.9%
11RTXRTX CORPORATION3.7M$719M0.93%+6384.9%
12XLFISELECT SECTOR SPDR TR13.8M$683M0.89%--
13XLESELECT SECTOR SPDR TR10.8M$661M0.86%+16.1%
14--LUMENTUM HLDGS INC102.1M$547M0.71%+21.4%
15--LUMENTUM HLDGS INC102.1M$547M0.71%+21.4%
16--LUMENTUM HLDGS INC102.1M$547M0.71%+21.4%
17--LUMENTUM HLDGS INC102.1M$547M0.71%+21.4%
18--LUMENTUM HLDGS INC102.1M$547M0.71%+21.4%
19--LUMENTUM HLDGS INC102.1M$547M0.71%+21.4%
20--LUMENTUM HLDGS INC102.1M$547M0.71%+21.4%
21--LUMENTUM HLDGS INC102.1M$547M0.71%+21.4%
22--LUMENTUM HLDGS INC102.1M$547M0.71%+21.4%
23--LUMENTUM HLDGS INC102.1M$547M0.71%+21.4%
24--LUMENTUM HLDGS INC102.1M$547M0.71%+21.4%
25--LUMENTUM HLDGS INC102.1M$547M0.71%+21.4%
26--LUMENTUM HLDGS INC102.1M$547M0.71%+21.4%
27--LUMENTUM HLDGS INC102.1M$547M0.71%+21.4%
28--LUMENTUM HLDGS INC102.1M$547M0.71%+21.4%
29--LUMENTUM HLDGS INC102.1M$547M0.71%+21.4%
30--LUMENTUM HLDGS INC102.1M$547M0.71%+21.4%
31MSFTMICROSOFT CORP1.4M$523M0.68%-58.2%
32HYGISHARES TR6.3M$501M0.65%+573.5%
33GDXVANECK ETF TRUST5.2M$476M0.62%-7.1%
34TSLATESLA INC1.2M$464M0.60%-58.8%
35GLDSPDR GOLD TR1.1M$460M0.60%+2905.4%
36KVUEKENVUE INC25.4M$437M0.57%-4.7%
37TXNMTXNM ENERGY INC7.1M$417M0.54%+108.9%
38NSCNORFOLK SOUTHN CORP1.4M$389M0.51%-19.3%
39KRESPDR SERIES TRUST5.9M$382M0.50%-14.5%
40HOLXHOLOGIC INC4.7M$357M0.46%+193.7%
41PFEPFIZER INC12.6M$353M0.46%+14.8%
42ROSTROSS STORES INC1.6M$346M0.45%-0.0%
43NFLXNETFLIX INC.3.5M$336M0.44%+34.8%
44TGTTARGET CORP2.7M$329M0.43%+683.1%
45COSTCOSTCO WHOLESALE CORPORATION325.4K$324M0.42%+107.0%
46STZCONSTELLATION BRANDS INC2.2M$323M0.42%+1934.7%
47CWANCLEARWATER ANALYTICS HLDGS I13.6M$321M0.42%+289.0%
48XOMEXXON MOBIL CORP1.9M$320M0.41%-27.1%
49CTRACOTERRA ENERGY INC9.1M$320M0.41%+3553.6%
50AMDADVANCED MICRO DEVICES INC1.6M$319M0.41%+100.2%

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