Position in AKAM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$210,401,387
+$2,339,242 QoQ
Shares Held
1,779,895
-1.8% QoQ
Ownership
1.24%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#23
of 799 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in AKAM Over Time
Shares Held
Position Value (USD)
Derivatives in AKAM
reported options exposure · as of Jun 30, 2026CallValue
$2,978,892
CallShares
25,200
PutValue
$4,066,424
PutShares
34,400
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, 2026TWO SIGMA INVESTMENTS, LP holds $5,007,565,772 across 97 Software - Infrastructure names. AKAM ranks #9 (4.2% 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 AKAM
Export CSV
49 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,978,892 | 25,200 | Call | Sole | 2026-08-14 | |
| 2026-06-30 | $4,066,424 | 34,400 | Put | Sole | 2026-08-14 | |
| 2026-06-30 | $210,401,387 | 1,779,895 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $208,062,145 | 1,811,599 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $178,736,598 | 2,048,557 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $49,704,014 | 656,072 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $21,189,520 | 265,666 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $39,676,598 | 492,877 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $6,109,950 | 75,900 | Put | Sole | 2025-05-15 | |
| 2024-12-31 | $27,041,881 | 282,717 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $19,665,640 | 205,600 | Put | Sole | 2025-02-14 | |
| 2024-09-30 | $20,755,320 | 205,600 | Put | Sole | 2024-11-14 | |
| 2024-09-30 | $29,105,803 | 288,319 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $25,106,196 | 278,710 | Shares | Sole | 2024-08-14 | |
| 2024-06-30 | $17,610,640 | 195,500 | Put | Sole | 2024-08-14 | |
| 2024-03-31 | $49,270,781 | 453,023 | Shares | Sole | 2024-05-15 | |
| 2024-03-31 | $25,612,980 | 235,500 | Put | Sole | 2024-05-15 | |
| 2023-12-31 | $40,274,505 | 340,300 | Put | Sole | 2024-02-14 | |
| 2023-12-31 | $2,272,320 | 19,200 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $17,429,944 | 163,600 | Put | Sole | 2023-11-14 | |
| 2023-09-30 | $16,589,876 | 155,715 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $12,590,787 | 140,100 | Put | Sole | 2023-08-14 | |
| 2023-06-30 | $8,218,701 | 91,451 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,121,930 | 27,100 | Put | Sole | 2023-05-15 | |
| 2023-03-31 | $47,883,347 | 611,537 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,483,883 | 65,052 | Shares | Sole | 2023-02-14 | |
| 2022-12-31 | $3,127,530 | 37,100 | Put | Sole | 2023-02-14 | |
| 2022-09-30 | $2,979,872 | 37,100 | Put | Sole | 2022-11-14 | |
| 2022-09-30 | $236,381 | 2,943 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,009,260 | 22,000 | Put | Sole | 2022-08-15 | |
| 2022-03-31 | $85,478,464 | 715,960 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $468,160 | 4,000 | Call | Sole | 2022-02-14 | |
| 2021-12-31 | $62,690,486 | 535,633 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $22,133,126 | 211,618 | Shares | Sole | 2021-11-15 | |
| 2021-09-30 | $366,065 | 3,500 | Put | Sole | 2021-11-15 | |
| 2021-09-30 | $261,475 | 2,500 | Call | Sole | 2021-11-15 | |
| 2021-06-30 | $8,950,449 | 76,762 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $927,290 | 9,100 | Put | Sole | 2021-05-17 | |
| 2021-03-31 | $3,660,451 | 35,922 | Shares | Sole | 2021-05-17 | |
| 2021-03-31 | $1,049,570 | 10,300 | Call | Sole | 2021-05-17 | |
| 2020-12-31 | $1,081,397 | 10,300 | Call | Sole | 2021-02-16 | |
| 2020-12-31 | $569,360 | 5,423 | Shares | Sole | 2021-02-16 | |
| 2020-12-31 | $1,448,862 | 13,800 | Put | Sole | 2021-02-16 | |
| 2020-09-30 | $10,974,411 | 99,280 | Shares | Sole | 2020-11-16 | |
| 2020-09-30 | $607,970 | 5,500 | Call | Sole | 2020-11-16 | |
| 2020-06-30 | $792,466 | 7,400 | Put | Sole | 2020-08-14 | |
| 2020-06-30 | $6,568,579 | 61,337 | Shares | Sole | 2020-08-14 | |
| 2020-06-30 | $524,741 | 4,900 | Call | Sole | 2020-08-14 | |
| 2020-03-31 | $5,140,914 | 56,191 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||