Position in VRNS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$13,427
-$1,719,593 QoQ
Shares Held
320
-99.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#286
of 348 holders
Holding Since
Mar 2020
14 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in VRNS Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Silvant Capital Management LLC holds $235,343,617 across 10 Software - Infrastructure names. VRNS ranks #10 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
415,363 | $154,938,705 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
286,514 | $33,427,587 | |
| 3 | NET |
Cloudflare, Inc.
|
89,461 | $21,942,994 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
55,040 | $10,500,806 | |
| 5 | DOCN |
DigitalOcean Holdings, Inc.
|
35,961 | $5,646,955 | |
| 6 | MDB |
MongoDB, Inc.
|
15,003 | $5,039,507 | |
| 7 | ORCL |
Oracle Corp
|
25,656 | $3,759,886 | |
| 8 | IOT |
Samsara Inc.
|
1,290 | $41,834 |
All Filings in VRNS
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,427 | 320 | Shares | Other | 2026-08-11 | |
| 2023-03-31 | $1,733,020 | 66,629 | Shares | Other | 2023-04-26 | |
| 2022-12-31 | $3,222,730 | 134,617 | Shares | Other | 2023-01-23 | |
| 2022-09-30 | $3,796,788 | 143,167 | Shares | Other | 2022-11-09 | |
| 2022-06-30 | $209,755 | 7,154 | Shares | Other | 2022-08-03 | |
| 2022-03-31 | $340,101 | 7,154 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $348,972 | 7,154 | Shares | Other | 2022-02-07 | |
| 2021-09-30 | $463,311 | 7,614 | Shares | Other | 2021-11-08 | |
| 2021-06-30 | $438,718 | 7,614 | Shares | Other | 2021-08-03 | |
| 2021-03-31 | $390,902 | 7,614 | Shares | Other | 2021-05-11 | |
| 2020-12-31 | $415,242 | 2,538 | Shares | Other | 2021-02-05 | |
| 2020-09-30 | $204,524 | 1,772 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $156,786 | 1,772 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $112,823 | 1,772 | Shares | Other | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||