SEC 13F Intelligence

Managers / Q1 2025 · view latest →

BALYASNY ASSET MANAGEMENT L.P.

CIK 0001218710 · 444 WEST LAKE STREET 50TH FLOOR, CHICAGO, IL, 60606 · 312.499.2999

Reported Value
$60.5B
Q1 2025
Positions
2,727
Filings on Record
31
2019–present window
Filed
May 15, 2025
original filing

Summary

Balyasny Asset Management L.P. reported $60.5B in U.S.-listed holdings across 2,727 positions for Q1 2025.

Its largest position, SPY, represents 1.1% of the portfolio.

Compared with Q4 2024, the fund opened 570 new positions and exited 498.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $13.9BQ4 ’18Q1 ’19: $15.0BQ2 ’19: $15.6BQ3 ’19: $14.5BQ4 ’19: $16.8BQ4 ’19Q1 ’20: $8.4BQ2 ’20: $11.5BQ3 ’20: $13.6BQ4 ’20: $18.0BQ4 ’20Q1 ’21: $20.3BQ2 ’21: $21.1BQ3 ’21: $24.3BQ4 ’21: $29.2BQ4 ’21Q1 ’22: $31.7BQ2 ’22: $30.7BQ3 ’22: $32.6BQ4 ’22: $36.53TQ4 ’22Q1 ’23: $39.9BQ2 ’23: $45.5BQ3 ’23: $49.0BQ4 ’23: $53.3BQ4 ’23Q1 ’24: $57.2BQ2 ’24: $57.1BQ3 ’24: $61.3BQ4 ’24: $67.1BQ4 ’24Q1 ’25: $60.5BQ2 ’25: $66.4BQ3 ’25: $78.9BQ4 ’25: $78.8BQ4 ’25Q1 ’26: $77.1Bfilingsflow.com

Portfolio Composition

By security type
Common Stock: 68.9%ETP: 18.2%Other: 5.7%REIT: 4.1%ADR: 2.2%Other: 0.9%
  • Common Stock · 68.9% · $41.7B
  • ETP · 18.2% · $11.0B
  • Other · 5.7% · $3.4B
  • REIT · 4.1% · $2.5B
  • ADR · 2.2% · $1.3B
  • Other · 0.9% · $533M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2025

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$77.1B3,117May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$78.8B3,338Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$78.9B2,843Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$66.4B2,740Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$60.5B2,727May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$67.1B2,682Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$61.3B2,704Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$57.1B2,512Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$57.2B2,605May 13, 202413F-HRchanges · EDGAR ↗
Q4 2023$53.3B3,070Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$49.0B2,787Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$45.5B2,746Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$39.9B3,522May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$36.53T3,555Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$32.6B3,297Nov 15, 202213F-HRchanges · EDGAR ↗
Q2 2022$30.7B3,068Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$31.7B2,422May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$29.2B2,168Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$24.3B1,870Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$21.1B1,910Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$20.3B1,705May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$18.0B1,259Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$13.6B1,245Nov 16, 202013F-HRchanges · EDGAR ↗
Q2 2020$11.5B1,076Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$8.4B1,106May 15, 202013F-HRchanges · EDGAR ↗
Q4 2019$16.8B1,121Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$14.5B1,108Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019$15.6B1,426Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$15.0B1,364May 15, 201913F-HRchanges · EDGAR ↗
Q4 2018$13.9B1,342Feb 14, 201913F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 1 additional manager.

  • Longaeva Partners L.P.

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.