Position in VRSN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$38,494,061
-$31,300,129 QoQ
Shares Held
154,993
-46.0% QoQ
Ownership
0.170%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in VRSN Over Time
Shares Held
Position Value (USD)
Derivatives in VRSN
reported options exposure · as of Sep 30, 2024CallValue
$322,932
CallShares
1,700
PutValue
$550,884
PutShares
2,900
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 Mar 31, 2026Balyasny Asset Management L.P. holds $1,081,385,431 across 54 Software - Infrastructure names. VRSN ranks #10 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TWLO |
Twilio Inc
|
1,103,774 | $138,876,844 | |
| 2 | MSFT |
Microsoft Corp
|
316,996 | $117,342,409 | |
| 3 | PANW |
Palo Alto Networks Inc
|
512,832 | $82,217,226 | |
| 4 | NET |
Cloudflare, Inc.
|
350,237 | $72,267,902 | |
| 5 | OKTA |
Okta, Inc.
|
831,630 | $65,457,597 | |
| 6 | TOST |
Toast, Inc.
|
2,221,675 | $58,896,604 | |
| 7 | MQ |
Marqeta, Inc.
|
3,372,057 | $55,031,970 | |
| 8 | ORCL |
Oracle Corp
|
321,090 | $47,235,549 |
All Filings in VRSN
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $38,494,061 | 154,993 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $69,794,190 | 287,278 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $117,651,443 | 420,830 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,702,639 | 37,059 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $57,644,483 | 227,063 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $58,998,501 | 285,072 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $550,884 | 2,900 | Put | Sole | 2024-11-14 | |
| 2024-09-30 | $322,932 | 1,700 | Call | Sole | 2024-11-14 | |
| 2024-09-30 | $19,579,177 | 103,070 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $37,268,847 | 196,659 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $11,026,068 | 53,535 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $33,412,994 | 164,978 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $65,480,908 | 289,777 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,107,409 | 19,436 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $45,188,787 | 219,961 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $237,441 | 1,419 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $26,902,532 | 120,932 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,966,394 | 11,687 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $48,953,312 | 238,785 | Shares | Sole | 2021-12-01 | |
| 2021-06-30 | $38,525,375 | 169,201 | Shares | Sole | 2021-08-16 | |
| 2020-09-30 | $7,898,196 | 38,556 | Shares | Sole | 2020-11-16 | |
| 2020-03-31 | $11,300,827 | 62,751 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||