Position in DLO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,159,768
-$13,677,872 QoQ
Shares Held
397,058
-72.7% QoQ
Ownership
0.135%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#35
of 163 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DLO 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. DLO ranks #47 (0.1% 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 DLO
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,159,768 | 397,058 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $18,837,640 | 1,452,401 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $23,354,345 | 1,651,651 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $24,734,959 | 1,732,140 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,480,040 | 747,799 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $8,413,333 | 1,008,793 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $13,660,767 | 1,213,212 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $11,032,872 | 1,379,109 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $14,929,722 | 1,845,454 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,142,648 | 349,840 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $13,688,911 | 773,822 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $17,230,705 | 898,837 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $12,609,498 | 1,033,142 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $7,851,161 | 484,042 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $11,393,705 | 731,773 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||