Position in AVPT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$37,273,440
+$9,808,694 QoQ
Shares Held
3,325,017
+15.1% QoQ
Ownership
1.57%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#11
of 252 holders
Holding Since
Dec 2021
15 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in AVPT 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. AVPT ranks #23 (0.7% 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 AVPT
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,273,440 | 3,325,017 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $27,464,746 | 2,887,986 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $14,847,354 | 1,068,924 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $12,324,801 | 821,106 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $15,189,188 | 786,597 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,349,341 | 370,453 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,786,249 | 108,192 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $498,341 | 42,340 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $907,311 | 87,074 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,169,285 | 147,637 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $522,911 | 63,692 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $518,589 | 77,171 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $674,588 | 117,116 | Shares | Sole | 2023-08-14 | |
| 2022-03-31 | $927,716 | 176,372 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,958,337 | 470,324 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||