Position in VRNS
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,408,217
+$811,881 QoQ
Shares Held
65,590
+260.8% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in VRNS Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026CWM, LLC holds $756,056,813 across 102 Software - Infrastructure names. VRNS ranks #29 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,186,360 | $439,154,881 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
483,215 | $70,684,690 | |
| 3 | ORCL |
Oracle Corp
|
242,179 | $35,626,952 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
279,684 | $27,297,857 | |
| 5 | CRWV |
CoreWeave, Inc.
|
307,644 | $23,833,180 | |
| 6 | PANW |
Palo Alto Networks Inc
|
127,517 | $20,443,525 | |
| 7 | FTNT |
Fortinet, Inc.
|
197,125 | $16,109,055 | |
| 8 | VRSN |
Verisign Inc/Ca
|
57,080 | $14,176,388 |
All Filings in VRNS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,408,217 | 65,590 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $596,336 | 18,181 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,878,924 | 32,694 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $951,410 | 18,747 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $516,667 | 12,773 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $155,238 | 3,494 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,395,261 | 42,394 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $2,751,894 | 57,367 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $3,305,956 | 70,086 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $4,104,405 | 90,645 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $2,928,663 | 95,896 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $2,668,304 | 100,124 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $2,715,235 | 104,392 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $2,599,453 | 108,582 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $3,415,272 | 128,781 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $3,944,566 | 134,535 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $7,333,282 | 154,255 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $8,709,473 | 178,546 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $14,517,013 | 251,944 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $12,934,804 | 251,944 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $41,220,583 | 251,944 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $29,079,351 | 251,944 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $22,291,979 | 251,944 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $16,041,249 | 251,944 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||