Position in EQIX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$443,330,204
+$234,268,125 QoQ
Shares Held
452,267
+65.7% QoQ
Ownership
0.459%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
14 quarters on record
Voting authority
Sole 99.44280701444058.ToString("F0")%
Shared 0.ToString("F0")%
None 0.5571929855594151.ToString("F0")%
Common Shares in EQIX Over Time
Shares Held
Position Value (USD)
Derivatives in EQIX
reported options exposure · as of Dec 31, 2021CallValue
$4,060,032
CallShares
4,800
PutValue
$7,189,640
PutShares
8,500
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 REIT - Specialty
Real Estate · as of Mar 31, 2026TWO SIGMA INVESTMENTS, LP holds $916,073,513 across 14 REIT - Specialty names. EQIX ranks #1 (48.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
This page
|
452,267 | $443,330,204 | |
| 2 | AMT |
American Tower Corp /Ma/
|
1,226,889 | $211,736,503 | |
| 3 | SBAC |
Sba Communications Corp
|
482,644 | $83,067,858 | |
| 4 | LAMR |
Lamar Advertising Co/New
|
317,343 | $40,194,664 | |
| 5 | CCI |
Crown Castle Inc.
|
455,602 | $37,044,998 | |
| 6 | IRM |
Iron Mountain Inc
|
179,202 | $18,303,692 | |
| 7 | DLR |
Digital Realty Trust, Inc.
|
91,991 | $16,577,698 | |
| 8 | FPI |
Farmland Partners Inc.
|
1,447,658 | $16,257,199 |
All Filings in EQIX
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $443,330,204 | 452,267 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $209,062,079 | 272,870 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $38,789,961 | 49,525 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $15,708,941 | 19,748 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $118,671,746 | 145,547 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $16,449,658 | 17,446 | Shares | Sole | 2025-02-14 | |
| 2022-09-30 | $13,328,490 | 23,431 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $24,748,629 | 37,668 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $4,060,032 | 4,800 | Call | Sole | 2022-02-14 | |
| 2021-12-31 | $7,189,640 | 8,500 | Put | Sole | 2022-02-14 | |
| 2021-12-31 | $2,824,259 | 3,339 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,740,780 | 6,000 | Call | Sole | 2021-11-15 | |
| 2021-09-30 | $3,160,520 | 4,000 | Put | Sole | 2021-11-15 | |
| 2021-06-30 | $802,600 | 1,000 | Call | Sole | 2021-08-16 | |
| 2021-06-30 | $802,600 | 1,000 | Put | Sole | 2021-08-16 | |
| 2021-03-31 | $815,508 | 1,200 | Call | Sole | 2021-05-17 | |
| 2021-03-31 | $1,155,303 | 1,700 | Put | Sole | 2021-05-17 | |
| 2020-12-31 | $3,321,651 | 4,651 | Shares | Sole | 2021-02-16 | |
| 2020-03-31 | $437,199 | 700 | Put | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||