Position in BBAI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$271,227
+$8,107 QoQ
Shares Held
73,904
-1.1% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#108
of 325 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BBAI Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026VARCOV Co. holds $8,553,106 across 10 Information Technology Services names. BBAI ranks #8 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DXC |
DXC Technology Co
|
232,103 | $2,054,111 | |
| 2 | INGM |
Ingram Micro Holding Corp
|
69,044 | $1,893,876 | |
| 3 | EFOR |
Everforth Inc
|
92,486 | $1,652,724 | |
| 4 | PSN |
Parsons Corp
|
15,952 | $835,725 | |
| 5 | PENG |
Penguin Solutions, Inc.
|
7,843 | $596,146 | |
| 6 | VYX |
NCR Voyix Corp
|
70,718 | $577,766 | |
| 7 | TASK |
TaskUs, Inc.
|
85,797 | $401,529 | |
| 8 | BBAI |
BigBear.ai Holdings, Inc.
This page
|
73,904 | $271,227 |
All Filings in BBAI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $271,227 | 73,904 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $263,120 | 74,750 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $239,679 | 44,385 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||