Position in PAYO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,629,782
+$1,307,650 QoQ
Shares Held
228,902
+299.3% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#90
of 298 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PAYO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026VARCOV Co. holds $11,114,349 across 14 Software - Infrastructure names. PAYO ranks #1 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYO |
Payoneer Global Inc.
This page
|
228,902 | $1,629,782 | |
| 2 | NN |
Nextnav Inc.
|
88,791 | $1,583,143 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
11,965 | $1,395,956 | |
| 4 | WEX |
WEX Inc.
|
8,924 | $1,259,087 | |
| 5 | ORCL |
Oracle Corp
|
7,968 | $1,167,710 | |
| 6 | FIVN |
Five9, Inc.
|
44,647 | $951,874 | |
| 7 | GEN |
Gen Digital Inc.
|
29,807 | $741,896 | |
| 8 | AVPT |
AvePoint, Inc.
|
47,732 | $535,075 |
All Filings in PAYO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,629,782 | 228,902 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $322,132 | 57,319 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||