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Balyasny Asset Management

Tech Focused

Managed by Dmitry Balyasny

AUM Tracked

$19.4B

AI Exposure

38.9%

AI vs Non-AI Sector Exposure

AI & Semiconductors22.0%

Other Tech0.0%

1.4%

8.2%

12.4%

Portfolio Holdings

AI & Tech holdings for Balyasny Asset Management

Ticker	Company	Shares	Value	% of Portfolio	Action Last Quarter
$POETAI	POET Technologies	380,000	$2.2M	1.4%	New Position
$AVGOAI	Broadcom Inc.	280,000	$473.1M	8.2%	Increased by 35%
$NVDAAI	NVIDIA Corporation	620,000	$773.3M	12.4%	Increased by 28%