Position in ACIW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,787,339
-$21,280,146 QoQ
Shares Held
75,310
-87.7% QoQ
Ownership
0.075%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#94
of 375 holders
Holding Since
Jun 2020
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ACIW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $5,007,565,772 across 97 Software - Infrastructure names. ACIW ranks #51 (0.1% 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 ACIW
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,787,339 | 75,310 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $25,067,485 | 611,253 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $26,386,482 | 551,903 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,447,367 | 46,378 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,423,795 | 96,358 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $241,380 | 4,412 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $228,404 | 4,400 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $224,010 | 4,401 | Shares | Sole | 2024-11-14 | |
| 2023-12-31 | $1,074,060 | 35,100 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,046,665 | 90,721 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,593,249 | 155,082 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $946,998 | 35,100 | Shares | Sole | 2023-05-15 | |
| 2022-03-31 | $875,327 | 27,797 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $3,685,541 | 119,933 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $443,414 | 11,939 | Shares | Sole | 2021-08-16 | |
| 2020-06-30 | $1,268,179 | 46,987 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||