Position in VISN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$114,813,000
-$54,647,108 QoQ
Shares Held
8,983,803
-3.5% QoQ
Ownership
3.90%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#4
of 348 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 0%
Common Shares in VISN Over Time
Shares Held
Position Value (USD)
Derivatives in VISN
reported options exposure · as of Jun 30, 2026CallValue
$7,668,000
CallShares
600,000
PutValue
$6,384,888
PutShares
499,600
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Communication Equipment
Technology · as of Jun 30, 2026GOLDMAN SACHS GROUP INC holds $10,221,870,790 across 35 Communication Equipment names. VISN ranks #13 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
41,718,668 | $4,900,274,741 | |
| 2 | HPE |
Hewlett Packard Enterprise Co
|
24,612,791 | $1,110,282,999 | |
| 3 | LITE |
Lumentum Holdings Inc.
|
1,107,958 | $950,694,439 | |
| 4 | MSI |
Motorola Solutions, Inc.
|
2,168,188 | $900,426,791 | |
| 5 | CIEN |
Ciena Corp
|
946,611 | $464,369,491 | |
| 6 | ASTS |
AST SpaceMobile, Inc.
|
3,872,227 | $344,086,090 | |
| 7 | NOK |
Nokia Corp
|
18,639,852 | $247,537,233 | |
| 8 | AAOI |
Applied Optoelectronics, Inc.
|
1,586,453 | $235,048,875 |
All Filings in VISN
Export CSV
39 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $114,813,000 | 8,983,803 | Shares | Defined | 2026-08-14 | |
| 2026-06-30 | $6,384,888 | 499,600 | Put | Defined | 2026-08-14 | |
| 2026-06-30 | $7,668,000 | 600,000 | Call | Defined | 2026-08-14 | |
| 2026-03-31 | $169,460,108 | 9,310,995 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $9,092,720 | 499,600 | Put | Defined | 2026-05-15 | |
| 2025-12-31 | $1,930,845 | 106,500 | Call | Defined | 2026-03-25 | |
| 2025-12-31 | $163,156,111 | 8,999,234 | Shares | Defined | 2026-03-25 | |
| 2025-09-30 | $670,284 | 43,300 | Put | Defined | 2025-11-14 | |
| 2025-09-30 | $14,435,100 | 932,500 | Call | Defined | 2025-11-14 | |
| 2025-09-30 | $151,980,936 | 9,817,890 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $4,992,840 | 603,000 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $81,705,755 | 9,867,845 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $50,437,086 | 9,498,510 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $14,351,366 | 2,754,581 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $22,374,415 | 3,661,934 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $6,723,255 | 5,466,063 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,460,067 | 1,877,915 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $846,000 | 300,000 | Call | Defined | 2024-05-14 | |
| 2023-12-31 | $4,868,218 | 1,726,319 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $8,749,412 | 2,603,992 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $9,680,057 | 1,719,371 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $13,418,633 | 2,106,536 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $12,689,788 | 1,726,502 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $1,653,750 | 225,000 | Call | Defined | 2024-05-14 | |
| 2022-09-30 | $15,045,151 | 1,633,567 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $2,072,250 | 225,000 | Call | Defined | 2024-05-14 | |
| 2022-06-30 | $9,607,616 | 1,569,872 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 | $24,749,102 | 3,140,749 | Shares | Defined | 2022-05-16 | |
| 2022-03-31 | $438,916 | 55,700 | Put | Defined | 2022-05-16 | |
| 2021-12-31 | $31,666,627 | 2,868,354 | Shares | Defined | 2022-02-17 | |
| 2021-12-31 | $142,416 | 12,900 | Call | Defined | 2022-02-17 | |
| 2021-12-31 | $6,134,928 | 555,700 | Put | Defined | 2022-02-17 | |
| 2021-09-30 | $10,501,726 | 772,754 | Shares | Defined | 2022-01-20 | |
| 2021-06-30 | $15,546,049 | 729,519 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $10,229,990 | 666,015 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $10,693,842 | 798,048 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $10,987,191 | 1,220,799 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $10,486,676 | 1,258,905 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $19,537,560 | 2,144,628 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||