Position in VRNS
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$71,457
+$13,867 QoQ
Shares Held
1,703
-21.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#265
of 348 holders
Holding Since
Sep 2020
13 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, 2026HARBOR INVESTMENT ADVISORY, LLC holds $40,909,180 across 22 Software - Infrastructure names. VRNS ranks #11 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
93,724 | $34,960,926 | |
| 2 | ORCL |
Oracle Corp
|
11,689 | $1,713,022 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
33,488 | $1,597,252 | |
| 4 | PANW |
Palo Alto Networks Inc
|
2,712 | $924,846 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
5,881 | $686,136 | |
| 6 | XYZ |
Block, Inc.
|
2,880 | $218,880 | |
| 7 | CORZ |
Core Scientific, Inc./tx
|
5,296 | $135,524 | |
| 8 | NET |
Cloudflare, Inc.
|
530 | $129,998 |
All Filings in VRNS
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $71,457 | 1,703 | Shares | Sole | 2026-07-07 | |
| 2023-06-30 | $57,590 | 2,161 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $46,193 | 1,776 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $42,517 | 1,776 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $47,099 | 1,776 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $52,072 | 1,776 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $52,959 | 1,114 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $54,340 | 1,114 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $67,786 | 1,114 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $45,635 | 792 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $40,661 | 792 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $43,193 | 264 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $21,698 | 188 | Shares | Sole | 2020-10-23 | |
| No filing history on record for this holder in this stock. | ||||||