Position in DAVA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$152,193
-$525,336 QoQ
Shares Held
34,433
-67.9% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in DAVA Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026TWO SIGMA INVESTMENTS, LP holds $4,288,050,601 across 90 Software - Infrastructure names. DAVA ranks #80 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLTR |
Palantir Technologies Inc.
|
6,430,502 | $940,653,832 | |
| 2 | NET |
Cloudflare, Inc.
|
2,819,837 | $581,845,166 | |
| 3 | MSFT |
Microsoft Corp
|
1,380,837 | $511,144,432 | |
| 4 | GDDY |
GoDaddy Inc.
|
3,519,847 | $290,985,751 | |
| 5 | AKAM |
Akamai Technologies Inc
|
1,811,599 | $208,062,145 | |
| 6 | ZS |
Zscaler, Inc.
|
1,176,095 | $164,994,367 | |
| 7 | WIX |
Wix.com Ltd.
|
1,815,032 | $163,479,932 | |
| 8 | VRSN |
Verisign Inc/Ca
|
458,482 | $113,868,589 |
All Filings in DAVA
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $152,193 | 34,433 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $677,529 | 107,204 | Shares | Sole | 2026-02-17 | |
| 2024-12-31 | $1,825,850 | 59,089 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $569,542 | 22,300 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $497,080 | 17,000 | Shares | Sole | 2024-08-14 | |
| 2023-06-30 | $8,689,636 | 167,786 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,729,146 | 25,739 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,384,650 | 18,100 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $503,211 | 6,241 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $252,757 | 1,900 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $13,681,114 | 81,474 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $11,401,482 | 83,927 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $18,581,054 | 163,883 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $9,158,884 | 108,146 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $7,841,317 | 102,167 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $256,894 | 4,068 | Shares | Sole | 2020-11-16 | |
| 2020-03-31 | $1,597,178 | 45,426 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||