Generalist · Chicago, IL
Balyasny Asset Management L.P.
- Software
- $3.4B
- Weight of 13F
- 4.0%
- Names
- 87
- Vs prior quarter
- +$926M
Filed 14 August 2026.
3,194 positions in the whole 13F.
Software held
- DatadogDDOG911,351 shares · 7.1% of their software$237M+$63.2M
- MicrosoftMSFT599,967 shares · 6.7% of their software$224M+$106M
- ServiceNowNOW2,223,764 shares · 6.6% of their software$221M+$219M
- SnowflakeSNOW827,138 shares · 6.3% of their software$211M+$148M
- ToastTOST7,126,975 shares · 5.9% of their software$198M+$139M
- CloudflareNET27,170,903 shares · 5.9% of their software$198M+$103M
- TwilioTWLO755,608 shares · 4.6% of their software$156M+$17.0M
- OktaOKTA950,408 shares · 3.9% of their software$130M+$64.2M
- BILLBILL139,000,000 shares · 3.6% of their software$120M−$35.9M
- UnityU54,253,979 shares · 3.5% of their software$117M+$18.1M
- SamsaraIOT3,083,647 shares · 3.0% of their software$100M+$83.5M
- Tyler TechnologiesTYL324,159 shares · 2.8% of their software$94.8M+$56.6M