Position in GEN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$10,075,876
+$8,444,171 QoQ
Shares Held
535,097
+770.3% QoQ
Ownership
0.089%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GEN Over Time
Shares Held
Position Value (USD)
Derivatives in GEN
reported options exposure · as of Dec 31, 2021CallValue
$285,780
CallShares
11,000
PutValue
$332,544
PutShares
12,800
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 Mar 31, 2026TWO SIGMA INVESTMENTS, LP holds $4,288,050,601 across 90 Software - Infrastructure names. GEN ranks #40 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLTR |
Palantir Technologies Inc.
|
6,430,502 | $940,653,832 | |
| 2 | NET |
Cloudflare, Inc.
|
2,819,837 | $581,845,166 | |
| 3 | MSFT |
Microsoft Corp
|
1,380,837 | $511,144,432 | |
| 4 | GDDY |
GoDaddy Inc.
|
3,519,847 | $290,985,751 | |
| 5 | AKAM |
Akamai Technologies Inc
|
1,811,599 | $208,062,145 | |
| 6 | ZS |
Zscaler, Inc.
|
1,176,095 | $164,994,367 | |
| 7 | WIX |
Wix.com Ltd.
|
1,815,032 | $163,479,932 | |
| 8 | VRSN |
Verisign Inc/Ca
|
458,482 | $113,868,589 |
All Filings in GEN
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,075,876 | 535,097 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $1,631,705 | 61,481 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,681,268 | 61,405 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,805,501 | 138,735 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,464,726 | 138,700 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,738,777 | 77,624 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,770,832 | 77,600 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $10,627,341 | 601,094 | Shares | Sole | 2023-11-14 | |
| 2022-12-31 | $8,154,757 | 380,530 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $52,155,913 | 2,589,668 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $74,090,053 | 3,373,864 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $9,573,269 | 360,983 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $285,780 | 11,000 | Call | Sole | 2022-02-14 | |
| 2021-12-31 | $60,134,866 | 2,314,660 | Shares | Sole | 2022-02-14 | |
| 2021-12-31 | $332,544 | 12,800 | Put | Sole | 2022-02-14 | |
| 2021-09-30 | $30,841,813 | 1,219,044 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $39,310,634 | 1,444,182 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $697,328 | 32,800 | Put | Sole | 2021-05-17 | |
| 2021-03-31 | $403,940 | 19,000 | Call | Sole | 2021-05-17 | |
| 2020-12-31 | $806,264 | 38,800 | Call | Sole | 2021-02-16 | |
| 2020-12-31 | $1,353,172 | 65,119 | Shares | Sole | 2021-02-16 | |
| 2020-12-31 | $797,952 | 38,400 | Put | Sole | 2021-02-16 | |
| 2020-06-30 | $4,537,798 | 228,835 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $31,256,215 | 1,670,562 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||