Position in DDD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$19,817,110
+$8,804,811 QoQ
Shares Held
6,561,957
+12.0% QoQ
Ownership
3.95%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#5
of 209 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in DDD Over Time
Shares Held
Position Value (USD)
Derivatives in DDD
reported options exposure · as of Dec 31, 2023CallValue
$0
CallShares
0
PutValue
$4,307,205
PutShares
678,300
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 Computer Hardware
Technology · as of Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $2,235,908,934 across 19 Computer Hardware names. DDD ranks #11 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNDK |
Sandisk Corp
|
241,675 | $549,503,697 | |
| 2 | SMCI |
Super Micro Computer, Inc.
|
12,937,488 | $450,823,463 | |
| 3 | STX |
Seagate Technology Holdings plc
|
354,816 | $342,397,440 | |
| 4 | DELL |
Dell Technologies Inc.
|
655,299 | $282,735,306 | |
| 5 | ANET |
Arista Networks, Inc.
|
955,255 | $162,278,719 | |
| 6 | HPQ |
Hp Inc
|
6,303,159 | $138,291,308 | |
| 7 | P |
Everpure, Inc.
|
1,683,982 | $132,680,941 | |
| 8 | LOGI |
Logitech International S.A.
|
595,711 | $56,020,662 |
All Filings in DDD
Export CSV
32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,817,110 | 6,561,957 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $11,012,299 | 5,857,606 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,445,514 | 2,511,590 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,324,553 | 1,836,053 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,570,513 | 1,019,814 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,586,974 | 1,220,271 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,893,992 | 1,492,071 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,556,493 | 548,061 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,610,887 | 524,719 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,857,326 | 643,542 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,307,205 | 678,300 | Put | Sole | 2024-02-14 | |
| 2023-12-31 | $857,059 | 134,970 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $626,427 | 127,582 | Shares | Sole | 2023-11-14 | |
| 2023-09-30 | $2,994,609 | 609,900 | Put | Sole | 2023-11-14 | |
| 2023-06-30 | $7,773,204 | 782,800 | Put | Sole | 2023-08-14 | |
| 2023-06-30 | $5,341,654 | 537,931 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,859,920 | 173,500 | Put | Sole | 2023-05-15 | |
| 2022-12-31 | $276,545 | 37,371 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,664,889 | 333,946 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,593,318 | 473,538 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $2,309,088 | 107,200 | Put | Sole | 2022-02-14 | |
| 2021-12-31 | $1,374,252 | 63,800 | Call | Sole | 2022-02-14 | |
| 2021-09-30 | $1,226,865 | 44,500 | Call | Sole | 2021-11-15 | |
| 2021-09-30 | $1,102,800 | 40,000 | Put | Sole | 2021-11-15 | |
| 2021-06-30 | $38,752,353 | 969,536 | Shares | Sole | 2021-08-16 | |
| 2021-06-30 | $2,102,422 | 52,600 | Put | Sole | 2021-08-16 | |
| 2021-06-30 | $1,622,782 | 40,600 | Call | Sole | 2021-08-16 | |
| 2021-03-31 | $14,355,455 | 523,158 | Shares | Sole | 2021-05-17 | |
| 2020-09-30 | $58,920 | 12,000 | Call | Sole | 2020-11-16 | |
| 2020-09-30 | $2,129,840 | 433,776 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $924,783 | 132,301 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $253,813 | 32,920 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||