Position in VRNS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$72,781,756
+$42,096,579 QoQ
Shares Held
1,734,551
+21.4% QoQ
Ownership
1.51%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#19
of 348 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in VRNS Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026JPMORGAN CHASE & CO holds $83,698,264,856 across 125 Software - Infrastructure names. VRNS ranks #26 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
135,173,516 | $50,422,424,930 | |
| 2 | PANW |
Palo Alto Networks Inc
|
21,715,578 | $7,405,446,401 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
32,697,852 | $6,238,259,685 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
29,494,974 | $3,441,178,605 | |
| 5 | ORCL |
Oracle Corp
|
22,899,905 | $3,355,981,067 | |
| 6 | TWLO |
Twilio Inc
|
12,224,027 | $2,522,183,481 | |
| 7 | DOCN |
DigitalOcean Holdings, Inc.
|
13,850,206 | $2,174,897,840 | |
| 8 | CPAY |
Corpay, Inc.
|
4,766,416 | $1,588,503,450 |
All Filings in VRNS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $72,781,756 | 1,734,551 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $30,685,177 | 1,429,212 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $39,216,102 | 1,195,613 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $70,395,343 | 1,224,906 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $90,154,378 | 1,776,441 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $79,905,370 | 1,975,411 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $55,790,656 | 1,255,698 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $63,889,633 | 1,130,790 | Shares | Other | 2024-12-26 | |
| 2024-06-30 | $40,090,299 | 835,737 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $4,668,317 | 98,968 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $7,971,132 | 176,041 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $4,593,487 | 150,409 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $5,112,026 | 191,821 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $9,537,396 | 366,682 | Shares | Other | 2023-05-18 | |
| 2022-12-31 | $12,632,633 | 527,734 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $9,255,001 | 348,982 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $6,171,566 | 210,490 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $11,783,547 | 247,866 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $10,898,473 | 223,421 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $4,822,969 | 79,260 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $20,104,653 | 348,918 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $20,503,859 | 399,374 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $12,009,142 | 73,401 | Shares | Other | 2021-02-19 | |
| 2020-09-30 | $4,482,560 | 38,837 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $3,469,738 | 39,215 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $5,069,585 | 79,623 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||