Position in VRNS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$861,480
-$1,140,602 QoQ
Shares Held
20,531
-41.1% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#160
of 348 holders
Holding Since
Dec 2021
10 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, 2026DARK FOREST CAPITAL MANAGEMENT LP holds $36,278,233 across 30 Software - Infrastructure names. VRNS ranks #15 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
17,870 | $6,665,867 | |
| 2 | VRSN |
Verisign Inc/Ca
|
12,834 | $3,228,521 | |
| 3 | FIVN |
Five9, Inc.
|
89,024 | $1,897,991 | |
| 4 | IOT |
Samsara Inc.
|
51,445 | $1,668,361 | |
| 5 | S |
SentinelOne, Inc.
|
97,248 | $1,650,298 | |
| 6 | CRWV |
CoreWeave, Inc.
|
15,882 | $1,580,894 | |
| 7 | NET |
Cloudflare, Inc.
|
5,916 | $1,451,076 | |
| 8 | TOST |
Toast, Inc.
|
49,018 | $1,363,680 |
All Filings in VRNS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $861,480 | 20,531 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $2,002,082 | 34,837 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $756,784 | 14,912 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,650,319 | 40,799 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $699,417 | 15,742 | Shares | Sole | 2025-02-14 | |
| 2024-03-31 | $297,784 | 6,313 | Shares | Sole | 2024-05-15 | |
| 2023-06-30 | $750,597 | 28,165 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $25,775 | 991 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $186,859 | 7,046 | Shares | Sole | 2022-11-14 | |
| 2021-12-31 | $31,414 | 644 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||