Position in HPE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$458,969,394
+$206,688,468 QoQ
Shares Held
10,174,449
-4.0% QoQ
Ownership
0.768%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#23
of 1,428 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in HPE Over Time
Shares Held
Position Value (USD)
Derivatives in HPE
reported options exposure · as of Jun 30, 2026CallValue
$1,245,036
CallShares
27,600
PutValue
$1,673,581
PutShares
37,100
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 Communication Equipment
Technology · as of Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $1,451,014,663 across 31 Communication Equipment names. HPE ranks #1 (31.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HPE |
Hewlett Packard Enterprise Co
This page
|
10,174,449 | $458,969,394 | |
| 2 | MSI |
Motorola Solutions, Inc.
|
648,754 | $269,421,048 | |
| 3 | VIAV |
Viavi Solutions Inc.
|
5,586,573 | $266,758,860 | |
| 4 | LITE |
Lumentum Holdings Inc.
|
240,226 | $206,128,321 | |
| 5 | VISN |
Vistance Networks, Inc.
|
5,603,769 | $71,616,167 | |
| 6 | ADTN |
ADTRAN Holdings, Inc.
|
2,896,353 | $40,259,306 | |
| 7 | HLIT |
Harmonic Inc.
|
1,733,447 | $28,307,189 | |
| 8 | EXTR |
Extreme Networks Inc
|
812,553 | $26,302,340 |
All Filings in HPE
Export CSV
32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,673,581 | 37,100 | Put | Sole | 2026-08-14 | |
| 2026-06-30 | $458,969,394 | 10,174,449 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $1,245,036 | 27,600 | Call | Sole | 2026-08-14 | |
| 2026-03-31 | $914,304 | 38,400 | Put | Sole | 2026-05-15 | |
| 2026-03-31 | $252,280,926 | 10,595,587 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $809,540 | 34,000 | Call | Sole | 2026-05-15 | |
| 2025-12-31 | $5,815,242 | 242,100 | Put | Sole | 2026-02-17 | |
| 2025-12-31 | $182,288,044 | 7,589,011 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $5,217,144 | 217,200 | Call | Sole | 2026-02-17 | |
| 2025-03-31 | $302,428 | 19,600 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,801,940 | 84,400 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $18,896,324 | 923,574 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,402,019 | 160,700 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $170,235,676 | 9,601,561 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $178,012,546 | 10,483,660 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $162,147,438 | 9,334,913 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $141,045,508 | 8,395,566 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $129,256,020 | 8,114,000 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $45,462,267 | 2,848,513 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $13,463,723 | 1,123,850 | Shares | Sole | 2022-11-14 | |
| 2021-12-31 | $635,531 | 40,300 | Call | Sole | 2022-02-14 | |
| 2021-12-31 | $460,484 | 29,200 | Put | Sole | 2022-02-14 | |
| 2021-09-30 | $23,486,023 | 1,648,142 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $51,465,198 | 3,529,849 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $358,872 | 22,800 | Put | Sole | 2021-05-17 | |
| 2021-03-31 | $247,118 | 15,700 | Call | Sole | 2021-05-17 | |
| 2021-03-31 | $18,721,958 | 1,189,451 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $4,641,040 | 391,649 | Shares | Sole | 2021-02-16 | |
| 2020-12-31 | $165,900 | 14,000 | Put | Sole | 2021-02-16 | |
| 2020-09-30 | $3,982,549 | 425,032 | Shares | Sole | 2020-11-16 | |
| 2020-03-31 | $100,013 | 10,300 | Put | Sole | 2020-05-15 | |
| 2020-03-31 | $117,491 | 12,100 | Call | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||