Position in VRNS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,895,557
+$4,671,539 QoQ
Shares Held
116,672
+2893.1% QoQ
Ownership
0.102%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#96
of 348 holders
Holding Since
Dec 2024
4 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, 2026Jain Global LLC holds $328,687,136 across 37 Software - Infrastructure names. VRNS ranks #12 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
509,358 | $190,000,721 | |
| 2 | FTNT |
Fortinet, Inc.
|
124,956 | $19,195,740 | |
| 3 | OKTA |
Okta, Inc.
|
135,313 | $18,463,458 | |
| 4 | ZS |
Zscaler, Inc.
|
106,057 | $14,969,945 | |
| 5 | TWLO |
Twilio Inc
|
63,765 | $13,156,632 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
64,493 | $7,524,398 | |
| 7 | FFIV |
F5, Inc.
|
16,491 | $6,859,596 | |
| 8 | DBX |
Dropbox, Inc.
|
232,402 | $6,384,082 |
All Filings in VRNS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,895,557 | 116,672 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $224,018 | 3,898 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $242,740 | 6,001 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $235,479 | 5,300 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||