Position in BBAI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$263,120
+$23,441 QoQ
Shares Held
74,750
+68.4% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BBAI Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Mar 31, 2026VARCOV Co. holds $6,118,498 across 9 Information Technology Services names. BBAI ranks #7 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INGM |
Ingram Micro Holding Corp
|
102,056 | $2,378,925 | |
| 2 | TASK |
TaskUs, Inc.
|
172,147 | $1,155,106 | |
| 3 | EFOR |
Everforth Inc
|
14,163 | $548,249 | |
| 4 | DXC |
DXC Technology Co
|
43,201 | $543,036 | |
| 5 | CTSH |
Cognizant Technology Solutions Corp
|
8,189 | $502,395 | |
| 6 | KD |
Kyndryl Holdings, Inc.
|
21,994 | $288,561 | |
| 7 | BBAI |
BigBear.ai Holdings, Inc.
This page
|
74,750 | $263,120 | |
| 8 | SAIC |
Science Applications International Corp
|
2,380 | $225,909 |
All Filings in BBAI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||