Position in VRSN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$13,143,506
-$100,725,083 QoQ
Shares Held
52,248
-88.6% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#146
of 878 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in VRSN Over Time
Shares Held
Position Value (USD)
Derivatives in VRSN
reported options exposure · as of Mar 31, 2026CallValue
$571,228
CallShares
2,300
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $5,007,565,772 across 97 Software - Infrastructure names. VRSN ranks #33 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,829,283 | $682,359,144 | |
| 2 | NET |
Cloudflare, Inc.
|
2,586,183 | $634,338,966 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
3,544,053 | $413,484,663 | |
| 4 | CRWV |
CoreWeave, Inc.
|
3,431,074 | $341,529,105 | |
| 5 | FTNT |
Fortinet, Inc.
|
2,171,408 | $333,571,696 | |
| 6 | DOCN |
DigitalOcean Holdings, Inc.
|
1,886,632 | $296,257,822 | |
| 7 | GDDY |
GoDaddy Inc.
|
3,485,477 | $295,847,287 | |
| 8 | CORZ |
Core Scientific, Inc./tx
|
10,275,907 | $262,960,460 |
All Filings in VRSN
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,143,506 | 52,248 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $571,228 | 2,300 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $113,868,589 | 458,482 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $60,708,831 | 249,882 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $15,203,575 | 54,382 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,606,648 | 15,951 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $12,447,753 | 49,032 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $15,746,344 | 76,084 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $63,815,542 | 335,942 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $32,815,834 | 184,566 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $21,518,670 | 113,549 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $17,696,289 | 85,921 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $49,336,105 | 243,599 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $35,024,672 | 154,997 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $56,890,247 | 269,201 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $31,835,393 | 154,962 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $385,961 | 2,222 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $28,735,078 | 171,727 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $12,466,658 | 56,040 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $507,640 | 2,000 | Call | Sole | 2022-02-14 | |
| 2021-12-31 | $507,640 | 2,000 | Put | Sole | 2022-02-14 | |
| 2021-12-31 | $21,916,595 | 86,347 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $410,020 | 2,000 | Put | Sole | 2021-11-15 | |
| 2021-06-30 | $39,751,941 | 174,588 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $26,490,335 | 133,278 | Shares | Sole | 2021-05-17 | |
| 2021-03-31 | $596,280 | 3,000 | Put | Sole | 2021-05-17 | |
| 2020-12-31 | $20,938,214 | 96,757 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $60,345,327 | 294,583 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $38,180,197 | 184,597 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $15,074,613 | 83,706 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||