Position in VRNS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,381,673
+$2,782,481 QoQ
Shares Held
104,425
+40.2% QoQ
Ownership
0.091%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#99
of 348 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VRNS Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Mariner, LLC holds $3,659,124,671 across 72 Software - Infrastructure names. VRNS ranks #24 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,468,639 | $2,039,911,719 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
2,549,100 | $486,330,042 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
2,264,855 | $264,240,631 | |
| 4 | PANW |
Palo Alto Networks Inc
|
579,977 | $197,783,755 | |
| 5 | ORCL |
Oracle Corp
|
1,057,648 | $154,998,313 | |
| 6 | NET |
Cloudflare, Inc.
|
403,320 | $98,926,329 | |
| 7 | NTAP |
NetApp, Inc.
|
508,795 | $78,741,113 | |
| 8 | FTNT |
Fortinet, Inc.
|
413,710 | $63,554,129 |
All Filings in VRNS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,381,673 | 104,425 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,599,192 | 74,485 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $970,584 | 29,591 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,694,962 | 29,493 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $960,291 | 18,922 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $505,544 | 12,498 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $459,894 | 10,351 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $581,441 | 10,291 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $316,602 | 6,600 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $370,567 | 7,856 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $321,035 | 7,090 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||