Form 13-F position report

E L F BEAUTY INC COM (DE)

Reported by Balyasny Asset Management LLC

Company profile Manager portfolio Source filing
ELF CUSIP 26856L103 Manager CIK 0001218710
Latest reported change

First reported at 693,252 shares this quarter.

New
% of reported 13F value 0.13% This manager · Q2 2025
Shares 693,252 Quarter-end amount reported
Reported value $86,268,279 Fair value at quarter end
Consecutive quarters held 13 Through Q2 2025

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

17 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q1 2026 Reduced 0 -609,917 (-100.0%) 0 $0 2026-05-15
Q4 2025 Added 609,917 +286,170 (88.4%) 0.06% $46,378,089 2026-02-17
Q3 2025 Reduced 323,747 -369,505 (-53.3%) 0.05% $42,890,003 2025-11-14
Q2 2025 New 693,252 +693,252 (0.0%) 0.13% $86,268,279 2025-08-14
Q1 2025 Reduced 0 -363,312 (-100.0%) 0 $0 2025-05-15
Q4 2024 Added 363,312 +357,710 (6385.4%) 0.07% $45,613,822 2025-02-14
Q3 2024 Reduced 5,602 -225,351 (-97.6%) < 0.01% $610,786 2024-11-14
Q2 2024 New 230,953 +230,953 (0.0%) 0.09% $48,666,416 2024-08-14
Q1 2024 Reduced 0 -90,834 (-100.0%) 0 $0 2024-05-13
Q4 2023 Added 90,834 +87,731 (2827.3%) 0.02% $13,110,980 2024-02-14
Q3 2023 New 3,103 +3,103 (0.0%) < 0.01% $340,802 2023-11-14
Q2 2023 Reduced 0 -35,721 (-100.0%) 0 $0 2023-08-14
Q1 2023 Reduced 35,721 -200,513 (-84.9%) < 0.01% $2,941,624 2023-05-15
Q4 2022 Added 236,234 +59,955 (34.0%) 0.04% $13,063,740 2023-02-14
Q3 2022 Added 176,279 +23,292 (15.2%) 0.02% $6,632,000 2022-11-15
Q2 2022 New 152,987 +152,987 (0.0%) 0.02% $4,694,000 2022-08-15
Q3 2021 Reduced 0 -31,442 (-100.0%) 0 $0 2021-11-15
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Institutional context

Who else reported the position

580 managers reported E L F BEAUTY INC COM (DE) for Q2 2025.

Manager Activity Shares Change % of reported 13F Reported value Tenure
BAILLIE GIFFORD & CO Reduced 7,770,771 -168,373 0.72% $966,994,744 5 qtrs
BlackRock Inc Added 5,911,520 +526,659 0.01% $735,629,549 4 qtrs
VANGUARD GROUP INC Reduced 5,332,395 -28,476 0.01% $663,563,235 36 qtrs
Champlain Investment Partners LLC Reduced 2,278,386 -386,640 1.98% $283,522,354 4 qtrs
Clearbridge Investments LLC Added 1,754,386 +130,452 0.18% $218,315,739 6 qtrs
STATE STREET CORPORATION Reduced 1,703,609 -49,503 < 0.01% $211,997,104 35 qtrs
GEODE CAPITAL MANAGEMENT LLC Reduced 966,304 -42,348 < 0.01% $120,267,688 35 qtrs
MACKENZIE FINANCIAL CORP Added 957,941 +95,270 0.15% $119,206,178 29 qtrs
CONGRESS ASSET MANAGEMENT CO MA Added 951,309 +12,339 0.81% $118,380,942 19 qtrs
MARSHALL WACE LLP New 948,718 +948,718 0.13% $118,058,468 1 qtr
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Filing details and methodology As reported
Report period
June 30, 2025
Filed
August 14, 2025
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
693,252
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.