Position in VRSN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$63,442,676
+$24,948,615 QoQ
Shares Held
252,197
+62.7% QoQ
Ownership
0.279%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#56
of 878 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 Jun 30, 2026Balyasny Asset Management L.P. holds $1,755,840,712 across 52 Software - Infrastructure names. VRSN ranks #10 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
599,967 | $223,799,690 | |
| 2 | TOST |
Toast, Inc.
|
7,126,975 | $198,272,444 | |
| 3 | NET |
Cloudflare, Inc.
|
670,903 | $164,559,087 | |
| 4 | CRWV |
CoreWeave, Inc.
|
1,611,219 | $160,380,739 | |
| 5 | TWLO |
Twilio Inc
|
755,608 | $155,904,598 | |
| 6 | OKTA |
Okta, Inc.
|
950,408 | $129,683,171 | |
| 7 | IOT |
Samsara Inc.
|
3,083,647 | $100,002,671 | |
| 8 | SNPS |
Synopsys Inc
|
162,940 | $72,682,645 |
All Filings in VRSN
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $63,442,676 | 252,197 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||