Position in ALLT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$205,558
-$126,722 QoQ
Shares Held
23,227
-53.4% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#54
of 83 holders
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ALLT 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. ALLT ranks #88 (0.0% 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 ALLT
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $205,558 | 23,227 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $332,280 | 49,892 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $383,291 | 38,992 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $937,874 | 88,646 | Shares | Sole | 2025-11-14 | |
| 2023-03-31 | $48,263 | 17,942 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $276,668 | 80,427 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $205,121 | 52,327 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $454,197 | 92,883 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $708,191 | 87,431 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $187,264 | 15,763 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $365,437 | 24,592 | Shares | Sole | 2021-11-15 | |
| 2020-12-31 | $538,150 | 51,155 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $146,373 | 16,085 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $853,891 | 81,556 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $745,302 | 78,868 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||