Position in GDS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$370,668
+$104,954 QoQ
Shares Held
9,200
+34.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GDS Over Time
Shares Held
Position Value (USD)
Derivatives in GDS
reported options exposure · as of Sep 30, 2021CallValue
$696,303
CallShares
12,300
PutValue
$583,083
PutShares
10,300
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 Information Technology Services
Technology · as of Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $1,669,063,479 across 43 Information Technology Services names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APLD |
Applied Digital Corp.
|
10,299,117 | $384,157,064 | |
| 2 | IT |
Gartner Inc
|
2,129,702 | $276,051,973 | |
| 3 | BR |
Broadridge Financial Solutions, Inc.
|
1,495,045 | $204,746,412 | |
| 4 | ACN |
Accenture plc
|
1,028,658 | $128,006,201 | |
| 5 | CIFR |
Cipher Digital Inc.
|
4,775,520 | $117,000,240 | |
| 6 | EXLS |
ExlService Holdings, Inc.
|
4,021,556 | $103,997,438 | |
| 7 | CDW |
CDW Corp
|
418,137 | $58,806,787 | |
| 8 | PENG |
Penguin Solutions, Inc.
|
660,315 | $50,190,543 |
All Filings in GDS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $370,668 | 9,200 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $265,714 | 6,866 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $16,639,910 | 656,925 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $15,707,427 | 661,087 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $14,395,015 | 705,638 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,603,990 | 387,943 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,016,392 | 152,841 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,331,537 | 255,651 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $696,303 | 12,300 | Call | Sole | 2021-11-15 | |
| 2021-09-30 | $583,083 | 10,300 | Put | Sole | 2021-11-15 | |
| 2021-06-30 | $918,333 | 11,700 | Call | Sole | 2021-08-16 | |
| 2021-06-30 | $1,185,199 | 15,100 | Put | Sole | 2021-08-16 | |
| 2021-03-31 | $835,227 | 10,300 | Call | Sole | 2021-05-17 | |
| 2021-03-31 | $323,224 | 3,986 | Shares | Sole | 2021-05-17 | |
| 2021-03-31 | $567,630 | 7,000 | Put | Sole | 2021-05-17 | |
| 2020-12-31 | $1,254,776 | 13,400 | Call | Sole | 2021-02-16 | |
| 2020-12-31 | $2,378,456 | 25,400 | Put | Sole | 2021-02-16 | |
| 2020-12-31 | $746,872 | 7,976 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,579,319 | 19,300 | Put | Sole | 2020-11-16 | |
| 2020-09-30 | $1,448,391 | 17,700 | Call | Sole | 2020-11-16 | |
| 2020-06-30 | $238,980 | 3,000 | Put | Sole | 2020-08-14 | |
| 2020-06-30 | $238,980 | 3,000 | Call | Sole | 2020-08-14 | |
| 2020-03-31 | $510,136 | 8,800 | Call | Sole | 2020-05-15 | |
| 2020-03-31 | $678,249 | 11,700 | Put | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||