Makena Capital Management’s Varonis Systems VRNS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-117,813	Closed	-$6.43M	–	57
2020 Q4	$6.43M	Buy	117,813 +9,087	+8%	+$496K	3.57%	2
2020 Q3	$4.18M	Sell	108,726 -21,900	-17%	-$843K	2.45%	11
2020 Q2	$3.85M	Buy	+130,626	New	+$3.85M	2.35%	14