Position in VRNS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$108,088
+$43,528 QoQ
Shares Held
2,576
-14.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#260
of 348 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in VRNS Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026US BANCORP \DE\ holds $3,148,325,504 across 91 Software - Infrastructure names. VRNS ranks #51 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,520,756 | $2,059,352,401 | |
| 2 | PANW |
Palo Alto Networks Inc
|
1,374,306 | $468,665,831 | |
| 3 | ORCL |
Oracle Corp
|
1,549,498 | $227,078,930 | |
| 4 | OKTA |
Okta, Inc.
|
704,730 | $96,160,406 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
373,992 | $71,352,062 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
502,995 | $58,684,425 | |
| 7 | SNPS |
Synopsys Inc
|
124,918 | $55,722,171 | |
| 8 | FTNT |
Fortinet, Inc.
|
207,719 | $31,909,790 |
All Filings in VRNS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $108,088 | 2,576 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $64,560 | 3,007 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $236,159 | 7,200 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $474,470 | 8,256 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $388,186 | 7,649 | Shares | Defined | 2025-07-24 | |
| 2025-03-31 | $365,383 | 9,033 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $644,945 | 14,516 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $1,072,652 | 18,985 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $976,572 | 20,358 | Shares | Defined | 2024-08-07 | |
| 2024-03-31 | $1,180,381 | 25,024 | Shares | Defined | 2024-05-08 | |
| 2023-12-31 | $1,512,216 | 33,397 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $964,116 | 31,569 | Shares | Defined | 2023-11-03 | |
| 2023-06-30 | $1,007,529 | 37,806 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $1,343,260 | 51,644 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $1,404,775 | 58,679 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,818,768 | 68,581 | Shares | Defined | 2022-10-27 | |
| 2022-06-30 | $1,497,782 | 51,084 | Shares | Defined | 2022-08-01 | |
| 2022-03-31 | $2,586,317 | 54,403 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $2,476,560 | 50,770 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $2,765,266 | 45,444 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $2,262,737 | 39,270 | Shares | Defined | 2021-08-05 | |
| 2021-03-31 | $1,830,372 | 35,652 | Shares | Defined | 2021-04-28 | |
| 2020-12-31 | $1,789,729 | 10,939 | Shares | Defined | 2021-02-04 | |
| 2020-09-30 | $1,137,001 | 9,851 | Shares | Defined | 2020-11-10 | |
| No filing history on record for this holder in this stock. | ||||||