VARCOV Co.

Position in UI — Ubiquiti Inc.

CIK 2078837 DARIEN, CT

Position in UI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$240,847

New position

Shares Held

451

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#226

of 353 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

VARCOV Co. holds $3,631,326 across 5 Communication Equipment names. UI ranks #4 (6.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VSAT	Viasat Inc	22,988	$2,064,552
2	BDC	Belden Inc.	7,385	$885,535
3	LITE	Lumentum Holdings Inc.	316	$271,146
4	UI	Ubiquiti Inc. This page	451	$240,847
5	ADTN	ADTRAN Holdings, Inc.	12,176	$169,246

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$240,847	451	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.