Balyasny Asset Management L.P. Portfolio Stock Holdings

Balyasny Asset Management L.P. disclosed 2078 stock positions valued at approximately $50.9 billion in its latest SEC 13F filing. The largest holdings include AMAZON COM INC, NVIDIA CORPORATION, and WARNER BROS DISCOVERY INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.

Report Period
March 31, 2026
No. of Stocks
2078
Portfolio Value
$50.9B
Holdings by Sector
Balyasny Asset Management L.P. Portfolio Holdings in Q1 2026

1799 holdings in the latest reporting period.

Page 1 of 18
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
AMAZON COM INCAMZNConsumer Cyclical1.78%4,343,035-1,040,746-19.33%$904,523,899
NVIDIA CORPORATIONNVDATechnology1.44%4,212,277-1,720,700-29.00%$734,621,109
WARNER BROS DISCOVERY INCWBDCommunication Services1.35%25,115,014+15,964,440+174.46%$689,658,284
META PLATFORMS INCMETACommunication Services1.31%1,165,839+977,481+518.95%$667,011,467
APPLE INCAAPLTechnology1.16%2,334,748+1,676,164+254.51%$592,535,695
ALPHABET INCGOOGLCommunication Services0.89%1,566,858-569,344-26.65%$450,565,686
RTX CORPORATIONRTXIndustrials0.84%2,217,541+2,184,555+6622.67%$427,763,659
KENVUE INCKVUEConsumer Defensive0.83%24,564,292+343,453+1.42%$423,488,394
TXNM ENERGY INCTXNMUtilities0.82%7,133,543+3,718,179+108.87%$417,026,924
NORFOLK SOUTHN CORPNSCIndustrials0.75%1,338,717-331,543-19.85%$384,211,779
HOLOGIC INCHOLXHealthcare0.70%4,722,968+3,114,628+193.65%$357,009,151
ROSS STORES INCROSTConsumer Cyclical0.67%1,569,818-11,026-0.70%$340,069,673
TARGET CORPTGTConsumer Defensive0.62%2,609,590+2,525,279+2995.20%$316,282,308
CONSTELLATION BRANDS INCSTZConsumer Defensive0.62%2,093,846+2,071,989+9479.75%$314,076,900
JOHNSON CONTROLS INTERNATIONJCIIndustrials0.59%2,312,865+503,681+27.84%$302,869,672
PFIZER INCPFEHealthcare0.58%10,471,388+1,926,496+22.55%$294,036,575
PARKER-HANNIFIN CORPPHIndustrials0.57%323,451+21,745+7.21%$289,566,273
COTERRA ENERGY INCCTRAEnergy0.56%8,096,749+8,002,166+8460.47%$284,519,760
THERMO FISHER SCIENTIFIC INCTMOHealthcare0.54%555,473+546,969+6431.90%$273,031,644
KKR & CO INCKKRFinancial Services0.53%2,924,114+2,403,196+461.34%$270,480,545
APPLIED MATLS INCAMATTechnology0.53%783,346+137,831+21.35%$267,739,829
OREILLY AUTOMOTIVE INCORLYConsumer Cyclical0.51%2,808,267+1,026,058+57.57%$259,231,127
SILICON LABORATORIES INCSLABTechnology0.50%1,233,893+1,233,893+100.00%$256,834,828
OLD DOMINION FREIGHT LINE INODFLIndustrials0.50%1,303,289+1,297,743+23399.62%$254,662,671
PENUMBRA INCPENHealthcare0.49%762,096+600,185+370.69%$250,249,464
CITIGROUP INCCFinancial Services0.47%2,110,805+1,785,796+549.46%$239,386,395
ETSY INCETSYConsumer Cyclical0.45%4,558,200+2,437,473+114.94%$227,818,836
PROGRESSIVE CORPPGRFinancial Services0.43%1,102,331+1,085,319+6379.73%$218,526,097
MERCK & CO INCMRKHealthcare0.43%1,812,608-374,652-17.13%$218,038,616
GOLDMAN SACHS GROUP INCGSFinancial Services0.42%253,384+221,319+690.22%$214,360,330
CRH PLCCRHOther0.42%2,029,720+1,251,907+160.95%$213,364,166
AIRBNB INCABNBConsumer Cyclical0.42%1,686,003+1,675,005+15230.09%$212,908,459
AIR PRODUCTS AND CHEMICALS IAPDBasic Materials0.41%725,084+561,451+343.12%$210,629,651
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services0.41%439,396+4,751+1.09%$210,558,563
CHART INDS INCGTLSIndustrials0.41%1,017,404+393,038+62.95%$210,348,277
NVENT ELEC PLCNVTOther0.41%1,775,062+363,363+25.74%$209,954,333
BLACKROCK INCBLKOther0.40%210,304+176,169+516.09%$202,251,460
MONDELEZ INTL INCMDLZConsumer Defensive0.39%3,488,147+3,468,837+17963.94%$201,056,793
ALPHABET INCGOOGCommunication Services0.39%689,898-58,154-7.77%$197,904,140
DOMINION ENERGY INCDUtilities0.38%3,168,586+2,032,778+178.97%$195,881,987
FIVE BELOW INCFIVEConsumer Cyclical0.38%848,065-21,637-2.49%$193,765,891
ROCKWELL AUTOMATION INCROKIndustrials0.37%530,847-29,868-5.33%$190,510,371
LOCKHEED MARTIN CORPLMTIndustrials0.36%303,149+291,260+2449.83%$183,220,224
UNITED AIRLS HLDGS INCUALIndustrials0.36%1,972,257+1,967,412+40607.06%$181,585,702
TAKE-TWO INTERACTIVE SOFTWARTTWOCommunication Services0.36%918,850-278,729-23.27%$181,472,875
SEMPRASREUtilities0.35%1,808,706+1,015,309+127.97%$175,751,962
DATADOG INCDDOGTechnology0.34%1,474,452+1,390,806+1662.73%$174,059,059
CLEARWATER ANALYTICS HLDGS ICWANTechnology0.34%7,313,635+3,825,845+109.69%$172,967,468
MERCADOLIBRE INCMELIConsumer Cyclical0.34%100,010+57,708+136.42%$172,919,290
VISA INCVFinancial Services0.34%568,513+139,972+32.66%$171,827,369
COCA COLA COKOConsumer Defensive0.33%2,206,778+1,447,918+190.80%$167,825,467
CATERPILLAR INCCATIndustrials0.33%236,149+29,971+14.54%$167,302,121
WESTERN DIGITAL CORPWDCTechnology0.33%616,559+386,903+168.47%$166,773,044
AMETEK INCAMEIndustrials0.32%763,415-307,140-28.69%$163,645,639
HONEYWELL INTL INCHONIndustrials0.31%709,370+130,808+22.61%$160,338,901
SPOTIFY TECHNOLOGY S ASPOTOther0.31%328,703-10,706-3.15%$159,391,372
AES CORPAESUtilities0.31%11,183,361+11,150,833+34280.72%$157,573,556
MASTERCARD INCORPORATEDMAFinancial Services0.31%311,268+292,962+1600.36%$155,528,169
SEAGATE TECHNOLOGY HLDNGS PLSTXOther0.30%396,136+388,504+5090.46%$155,190,239
IDEX CORPIEXIndustrials0.30%816,137+95,995+13.33%$154,698,768
BROADCOM INCAVGOTechnology0.30%496,654-994,922-66.70%$153,719,380
SEALED AIR CORP NEWSEEConsumer Cyclical0.30%3,646,839+754,984+26.11%$153,349,580
TIMKEN COTKRIndustrials0.30%1,519,726+784,372+106.67%$152,838,844
AMERICAN INTL GROUP INCAIGFinancial Services0.30%2,010,550-61,263-2.96%$151,293,888
WEBSTER FINL CORPWBSFinancial Services0.30%2,169,469+1,683,690+346.60%$150,604,538
SHAKE SHACK INCSHAKConsumer Cyclical0.29%1,688,957+1,428,981+549.66%$149,422,026
SHERWIN WILLIAMS COSHWBasic Materials0.29%463,367-198,858-30.03%$148,532,292
CITIZENS FINL GROUP INCCFGFinancial Services0.29%2,458,997+1,007,388+69.40%$147,466,050
HOWMET AEROSPACE INCHWMIndustrials0.29%638,181+378,539+145.79%$147,075,193
JOHNSON & JOHNSONJNJHealthcare0.29%600,849+561,069+1410.43%$146,871,530
TERNS PHARMACEUTICALS INCTERNHealthcare0.29%2,779,445+1,887,542+211.63%$146,532,340
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive0.28%145,123+100,146+222.66%$144,604,911
BANK AMERICA CORPBACFinancial Services0.28%2,944,656-861,089-22.63%$143,551,980
BOEING COBAIndustrials0.28%719,773-48,595-6.32%$143,256,420
TRANE TECHNOLOGIES PLCTTOther0.28%339,342+278,578+458.46%$141,417,385
MORGAN STANLEYMSFinancial Services0.28%858,561-1,375,614-61.57%$141,293,384
ARM HOLDINGS PLCARMTechnology0.27%924,723+877,449+1856.09%$139,892,095
MOTOROLA SOLUTIONS INCMSITechnology0.27%320,420-254,739-44.29%$139,052,667
TWILIO INCTWLOTechnology0.27%1,103,774+52,760+5.02%$138,876,845
BAKER HUGHES COMPANYBKREnergy0.27%2,262,059+2,102,625+1318.81%$138,098,702
CME GROUP INCCMEFinancial Services0.27%464,624+406,721+702.42%$137,226,698
MASIMO CORPMASIHealthcare0.27%770,986+770,986+100.00%$137,135,280
TESLA INCTSLAConsumer Cyclical0.27%367,038-788,950-68.25%$136,446,377
ROYAL CARIBBEAN GROUPRCLOther0.26%489,079+485,283+12784.06%$134,584,759
OCCIDENTAL PETE CORPOXYEnergy0.26%2,064,698-324,408-13.58%$134,205,370
KEYSIGHT TECHNOLOGIES INCKEYSTechnology0.26%472,814-198,861-29.61%$133,508,489
AMER SPORTS INCASOther0.26%4,001,330+2,551,799+176.04%$131,723,784
KEYCORPKEYFinancial Services0.26%6,480,359+6,462,516+36218.77%$129,931,198
T-MOBILE US INCTMUSCommunication Services0.25%610,673+512,269+520.58%$128,259,650
FERGUSON ENTERPRISES INCFERGIndustrials0.25%547,072+274,783+100.92%$127,610,015
AXCELIS TECHNOLOGIES INCACLSTechnology0.25%1,364,540+1,121,037+460.38%$127,011,383
MICROCHIP TECHNOLOGY INC.MCHPTechnology0.25%1,957,095+1,948,747+23343.88%$126,447,908
CIENA CORPCIENTechnology0.25%323,419-116,667-26.51%$125,560,958
ESSENTIAL UTILS INCWTRGUtilities0.24%3,088,625+2,970,868+2522.88%$124,378,929
ATI INCATIIndustrials0.24%851,664+461,678+118.38%$123,883,045
HUNT J B TRANS SVCS INCJBHTIndustrials0.24%581,820+263,216+82.62%$123,287,658
INTERCONTINENTAL EXCHANGE INICEFinancial Services0.24%777,232-399,395-33.94%$122,243,049
CHOICE HOTELS INTL INCCHHConsumer Cyclical0.24%1,171,589+1,114,140+1939.35%$121,259,462
PG&E CORPPCGUtilities0.24%6,838,436+11,733+0.17%$120,151,321
BOOZ ALLEN HAMILTON HLDG CORBAHIndustrials0.24%1,535,150+909,202+145.25%$119,787,755
Balyasny Asset Management L.P. Options Holdings in Q1 2026

705 options positions in the latest reporting period.

Page 1 of 8
QuarterSymbolCompanyOptionContractsNotional Value
Q1 2026SPYSPDR S&P 500PUT5,831,600$3,792,522,744
Q1 2026QQQInvesco QQQ Trust, Series 1PUT3,820,500$2,205,116,190
Q1 2026IWMiShares Russell 2000 ETFPUT7,320,400$1,815,459,200
Q1 2026METAMeta Platforms, Inc.PUT1,327,600$759,559,788
Q1 2026AAPLApple Inc.PUT2,962,900$751,954,391
Q1 2026NVDANVIDIA CorporationPUT3,210,500$559,911,200
Q1 2026AMZNAmazon.com, Inc.PUT2,585,300$538,440,431
Q1 2026XLESPDR Select Sector Fund - EnergPUT8,215,600$503,287,656
Q1 2026QQQInvesco QQQ Trust, Series 1CALL817,100$471,613,778
Q1 2026GDXVanEck Gold Miners ETFPUT4,572,300$419,599,971
Q1 2026GLDSPDR Gold TrustCALL950,000$408,775,500
Q1 2026HYGiShares iBoxx $ High Yield CorpPUT5,115,300$406,973,268
Q1 2026MSFTMicrosoft CorporationPUT1,008,200$373,205,394
Q1 2026KRESPDR S&P Regional Banking ETFPUT5,614,300$365,771,645
Q1 2026GOOGLAlphabet Inc.PUT1,255,800$361,117,848
Q1 2026RTXRTX CorporationCALL1,507,900$290,873,910
Q1 2026METAMeta Platforms, Inc.CALL488,900$279,714,357
Q1 2026CVXChevron CorporationPUT1,252,300$259,100,870
Q1 2026TSLATesla, Inc.PUT621,100$230,893,925
Q1 2026DISWalt Disney Company (The)PUT2,296,100$221,298,118
Q1 2026NFLXNetflix, Inc.PUT2,092,500$201,193,875
Q1 2026IWMiShares Russell 2000 ETFCALL808,900$200,607,200
Q1 2026AMDAdvanced Micro Devices, Inc.PUT857,900$174,522,597
Q1 2026COSTCostco Wholesale CorporationPUT172,100$171,485,603
Q1 2026NVDANVIDIA CorporationCALL907,900$158,337,760
Q1 2026AMZNAmazon.com, Inc.CALL728,600$151,745,522
Q1 2026XBISPDR Series Trust SPDR S&P BioPUT1,166,000$148,933,180
Q1 2026XLESPDR Select Sector Fund - EnergCALL2,396,000$146,778,960
Q1 2026KBESPDR S&P Bank ETFPUT2,153,200$128,223,060
Q1 2026SLViShares Silver TrustPUT1,877,800$127,953,292
Q1 2026XOMExxon Mobil CorporationPUT752,300$127,635,218
Q1 2026SPYSPDR S&P 500CALL193,300$125,710,722
Q1 2026EAElectronic Arts Inc.PUT547,400$111,598,438
Q1 2026MUMicron Technology, Inc.CALL314,600$106,284,464
Q1 2026TSLATesla, Inc.CALL260,900$96,989,575
Q1 2026TSMTaiwan Semiconductor ManufacturPUT280,200$94,693,590
Q1 2026KWEBKraneShares Trust KraneShares CPUT3,227,500$91,757,825
Q1 2026RIVNRivian Automotive, Inc.PUT5,812,900$87,484,145
Q1 2026AAPLApple Inc.CALL329,500$83,623,805
Q1 2026CWANClearwater Analytics Holdings, CALL3,504,900$82,890,885
Q1 2026PLTRPalantir Technologies Inc.PUT562,700$82,311,756
Q1 2026HYGiShares iBoxx $ High Yield CorpCALL1,033,000$82,185,480
Q1 2026VSTVistra Corp.CALL530,200$79,704,966
Q1 2026XOMExxon Mobil CorporationCALL457,700$77,653,382
Q1 2026WBDWarner Bros. Discovery, Inc. - PUT2,824,600$77,563,516
Q1 2026HDHome Depot, Inc. (The)PUT230,900$75,940,701
Q1 2026BABAAlibaba Group Holding LimitedPUT598,700$75,112,902
Q1 2026BABoeing Company (The)PUT370,000$73,641,100
Q1 2026TSMTaiwan Semiconductor ManufacturCALL213,700$72,219,915
Q1 2026AMDAdvanced Micro Devices, Inc.CALL350,300$71,261,529
Q1 2026NFLXNetflix, Inc.CALL723,500$69,564,525
Q1 2026XLVSPDR Select Sector Fund - HealtPUT460,000$67,440,600
Q1 2026GEVGE Vernova Inc.PUT76,800$67,038,720
Q1 2026CWANClearwater Analytics Holdings, PUT2,750,300$65,044,595
Q1 2026MODModine Manufacturing CompanyCALL300,000$65,013,000
Q1 2026CFCF Industries Holdings, Inc.PUT500,100$64,932,984
Q1 2026COPConocoPhillipsPUT490,000$64,680,000
Q1 2026TJXTJX Companies, Inc. (The)PUT395,700$63,193,290
Q1 2026NKENike, Inc.PUT1,147,600$60,616,232
Q1 2026LYBLyondellBasellPUT750,000$60,420,000
Q1 2026TERNTerns Pharmaceuticals, Inc.CALL1,108,000$58,413,760
Q1 2026MCDMcDonald's CorporationPUT187,600$58,304,204
Q1 2026BACBank of America CorporationPUT1,093,400$53,303,250
Q1 2026SEDGSolarEdge Technologies, Inc.PUT1,040,000$53,092,000
Q1 2026UBERUber Technologies, Inc.PUT721,000$51,861,530
Q1 2026BKLNInvesco Senior Loan ETFPUT2,500,000$51,025,000
Q1 2026JPMJP Morgan Chase & Co.PUT172,600$50,772,016
Q1 2026MUMicron Technology, Inc.PUT148,000$50,000,320
Q1 2026FXIiShares China Large-Cap ETFCALL1,378,900$49,502,510
Q1 2026EEMiShares MSCI Emerging Index FunCALL871,400$49,486,806
Q1 2026ORCLOracle CorporationCALL335,100$49,296,561
Q1 2026SMHVanEck Semiconductor ETFPUT128,200$49,151,880
Q1 2026BILLBILL Holdings, Inc.PUT1,275,000$48,832,500
Q1 2026GLDSPDR Gold TrustPUT113,400$48,794,886
Q1 2026XOPSPDR S&P Oil & Gas Explor & ProPUT260,300$47,330,349
Q1 2026CRWDCrowdStrike Holdings, Inc.PUT119,000$46,458,790
Q1 2026SCHWCharles Schwab Corporation (ThePUT479,100$45,025,818
Q1 2026SEESealed Air CorporationCALL1,000,000$42,050,000
Q1 2026UNHUnitedHealth Group IncorporatedPUT155,100$41,968,509
Q1 2026IBITiShares Bitcoin Trust ETFCALL1,088,500$41,820,170
Q1 2026TELTE ConnectivityCALL200,000$41,804,000
Q1 2026H8817H100TransoceanPUT6,250,000$41,437,500
Q1 2026PLTRPalantir Technologies Inc.CALL280,800$41,075,424
Q1 2026WFCWells Fargo & CompanyPUT502,300$39,988,103
Q1 2026GDXVanEck Gold Miners ETFCALL429,000$39,369,330
Q1 2026PFEPfizer, Inc.CALL1,362,800$38,267,424
Q1 2026VVisa Inc.PUT125,400$37,900,896
Q1 2026BABAAlibaba Group Holding LimitedCALL298,200$37,412,172
Q1 2026KOCoca-Cola Company (The)PUT491,400$37,370,970
Q1 2026UNHUnitedHealth Group IncorporatedCALL136,200$36,854,358
Q1 2026COFCapital One Financial CorporatiPUT201,400$36,741,402
Q1 2026ARMArm Holdings plcPUT241,400$36,518,992
Q1 2026QCOMQUALCOMM IncorporatedPUT281,800$36,290,204
Q1 2026WMTWalmart Inc.PUT289,500$35,979,060
Q1 2026ABNBAirbnb, Inc.PUT283,100$35,749,868
Q1 2026CTRACoterra Energy Inc.CALL1,000,000$35,140,000
Q1 2026AGXArgan, Inc.PUT63,200$34,421,880
Q1 2026SLViShares Silver TrustCALL498,100$33,940,534
Q1 2026RIVNRivian Automotive, Inc.CALL2,230,700$33,572,035
Q1 2026TAT&T Inc.PUT1,157,400$33,553,026

Notional value represents the total exposure of the options position.