Position in VRNS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$22,868
-$24,086 QoQ
Shares Held
545
-75.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#277
of 348 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VRNS Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026BESSEMER GROUP INC holds $3,095,303,781 across 52 Software - Infrastructure names. VRNS ranks #44 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
6,142,474 | $2,291,265,646 | |
| 2 | PANW |
Palo Alto Networks Inc
|
741,176 | $252,755,833 | |
| 3 | FTNT |
Fortinet, Inc.
|
1,177,458 | $180,881,093 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
758,840 | $144,775,284 | |
| 5 | NET |
Cloudflare, Inc.
|
357,676 | $87,730,765 | |
| 6 | IOT |
Samsara Inc.
|
1,648,627 | $53,464,969 | |
| 7 | ORCL |
Oracle Corp
|
98,498 | $14,434,879 | |
| 8 | DOCN |
DigitalOcean Holdings, Inc.
|
70,996 | $11,148,501 |
All Filings in VRNS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,868 | 545 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $46,954 | 2,187 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $70,651 | 2,154 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $187,868 | 3,269 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $25,070 | 494 | Shares | Defined | 2025-08-01 | |
| 2025-03-31 | $7,159 | 177 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $4,220 | 95 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $5,367 | 95 | Shares | Defined | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||