Position in GDDY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$295,847,287
+$4,861,536 QoQ
Shares Held
3,485,477
-1.0% QoQ
Ownership
2.75%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#11
of 624 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in GDDY Over Time
Shares Held
Position Value (USD)
Derivatives in GDDY
reported options exposure · as of Dec 31, 2021CallValue
$0
CallShares
0
PutValue
$424,300
PutShares
5,000
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 Software - Infrastructure
Technology · as of Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $5,007,565,772 across 97 Software - Infrastructure names. GDDY ranks #7 (5.9% 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.
This page
|
3,485,477 | $295,847,287 | |
| 8 | CORZ |
Core Scientific, Inc./tx
|
10,275,907 | $262,960,460 |
All Filings in GDDY
Export CSV
33 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $295,847,287 | 3,485,477 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $290,985,751 | 3,519,847 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $206,421,845 | 1,663,619 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $223,183,413 | 1,631,100 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $147,062,204 | 816,740 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,330,514 | 7,386 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,315,816 | 16,800 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $29,983,704 | 191,247 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $13,172,836 | 94,287 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $60,369,311 | 508,673 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $14,310,368 | 134,800 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,586,424 | 21,300 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,246,387 | 29,900 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,445,592 | 18,600 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,099,854 | 14,700 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $2,851,612 | 40,995 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $59,968,204 | 716,466 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $424,300 | 5,000 | Put | Sole | 2022-02-14 | |
| 2021-12-31 | $15,012,922 | 176,914 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $906,100 | 13,000 | Put | Sole | 2021-11-15 | |
| 2021-09-30 | $836,400 | 12,000 | Call | Sole | 2021-11-15 | |
| 2021-06-30 | $565,240 | 6,500 | Call | Sole | 2021-08-16 | |
| 2021-06-30 | $434,800 | 5,000 | Put | Sole | 2021-08-16 | |
| 2021-03-31 | $310,480 | 4,000 | Put | Sole | 2021-05-17 | |
| 2021-03-31 | $388,100 | 5,000 | Call | Sole | 2021-05-17 | |
| 2021-03-31 | $5,259,841 | 67,764 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $26,295,564 | 317,005 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $32,688,523 | 430,282 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $32,743,164 | 446,518 | Shares | Sole | 2020-08-14 | |
| 2020-06-30 | $212,657 | 2,900 | Call | Sole | 2020-08-14 | |
| 2020-03-31 | $23,728,919 | 415,495 | Shares | Sole | 2020-05-15 | |
| 2020-03-31 | $896,627 | 15,700 | Call | Sole | 2020-05-15 | |
| 2020-03-31 | $639,632 | 11,200 | Put | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||