Position in DOX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$26,396,890
+$9,601,968 QoQ
Shares Held
522,297
+102.9% QoQ
Ownership
0.500%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#33
of 445 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DOX 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. DOX ranks #24 (0.5% 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 DOX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,396,890 | 522,297 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $16,794,922 | 257,354 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $61,753,424 | 767,028 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $23,309,502 | 284,089 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $24,122,852 | 264,389 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $35,454,969 | 387,486 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $27,051,787 | 317,733 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $31,325,450 | 358,087 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $16,724,331 | 211,915 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $38,282,268 | 423,617 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $24,381,828 | 277,413 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $8,205,499 | 97,118 | Shares | Sole | 2023-11-14 | |
| 2022-12-31 | $3,415,294 | 37,572 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,243,069 | 40,819 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,238,449 | 62,879 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $13,465,751 | 163,797 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,129,234 | 68,536 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,978,493 | 92,174 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $14,306,571 | 184,935 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $14,207,619 | 202,532 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $8,659,843 | 122,090 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $7,822,227 | 136,252 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $686,117 | 11,270 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $6,588,099 | 119,849 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||