LECAP ASSET MANAGEMENT LTD VRSN — VERISIGN INC

Ownership history in LECAP ASSET MANAGEMENT LTD  ·  5 quarters on record

AI Ownership Summary

LECAP ASSET MANAGEMENT LTD reported VERISIGN INC (VRSN) in 5 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.9% in 2026 Q1. The latest visible filing shows VRSN at 0.90% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VRSN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LECAP ASSET MANAGEMENT LTD's position in VERISIGN INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VRSN was reported at 0.90% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.9% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VRSN stock page LECAP ASSET MANAGEMENT LTD fund profile LECAP ASSET MANAGEMENT LTD full holdings
How LECAP ASSET MANAGEMENT LTD held VRSN — position size vs. price
% of Fund (quarterly)    VRSN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 9,668 +7,335 +314.4% 0.90% $2.4M 2026-04-30 $268.66
2024 Q4 REDUCED 81.3% +22.7% ❌ 2,333 -10,133 -81.3% 0.13% $483K 2025-01-28 $210.54
2024 Q2 REDUCED 32.7% +6.8% ❌ 12,466 -6,051 -32.7% 0.48% $2.2M 2024-07-23 $174.09
2024 Q1 ADDED — — — 18,517 +9,911 +115.2% 0.73% $3.5M 2024-04-25 $180.43
2023 Q4 INITIATED — — — 8,606 — — 0.65% $1.8M 2024-01-29 $200.40

🏢 Other funds also holding VRSN

As of 2026 Q1 — sorted by position size

AMIRAL GESTION 15.54% Asset Management Advisors, LLC 3Y 7Y 3.06% Ninety One North America, Inc. 3Y 7Y 1.81% Abacus FCF Advisors LLC 3Y 7Y 1.54% Titan Investment Management LLC 1.33% Ninety One UK Ltd 3Y 7Y 1.2% Kepler Cheuvreux (Suisse) SA 0.77% Board of the Pension Protection Fund 0.75% Argyle Capital Management, LLC 3Y 7Y 0.6% Oxbow Advisors, LLC 3Y 7Y 0.58%

FAQ About LECAP ASSET MANAGEMENT LTD and VRSN

These are the practical questions this page is built to answer before you even open the full history table.

How long has LECAP ASSET MANAGEMENT LTD reported owning VRSN?

LECAP ASSET MANAGEMENT LTD reported VRSN across 5 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VRSN position in LECAP ASSET MANAGEMENT LTD's portfolio?

The largest reported portfolio weight for VRSN was 0.90% in 2026 Q1.

What is the latest reported VRSN position on this page?

The most recent filing on this page is 2026 Q1, when LECAP ASSET MANAGEMENT LTD reported 9,668 shares, equal to 0.90% of portfolio, with an estimated market value of $2.4M.

What does the chart on this VRSN ownership page compare?

The chart compares LECAP ASSET MANAGEMENT LTD's quarterly VRSN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did LECAP ASSET MANAGEMENT LTD time their VRSN position?

Based on 13F filing dates vs. subsequent VRSN price moves, LECAP ASSET MANAGEMENT LTD correctly timed 0 out of 4 reported position changes (0%). The annualised alpha on VRSN relative to SPY over the holding period was -15.7%.

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