Position in IRDM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$19,948,122
+$8,784,770 QoQ
Shares Held
363,685
-9.6% QoQ
Ownership
0.343%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#44
of 480 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IRDM Over Time
Shares Held
Position Value (USD)
Derivatives in IRDM
reported options exposure · as of Dec 31, 2021CallValue
$371,610
CallShares
9,000
PutValue
$697,801
PutShares
16,900
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 Telecom Services
Communication Services · as of Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $1,450,521,913 across 36 Telecom Services names. IRDM ranks #9 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMUS |
T-Mobile US, Inc.
|
4,443,802 | $745,358,909 | |
| 2 | CMCSA |
Comcast Corp
|
4,899,902 | $120,292,594 | |
| 3 | BCE |
Bce Inc
|
5,216,019 | $112,196,568 | |
| 4 | KT |
Kt Corp
|
5,849,987 | $101,087,775 | |
| 5 | TU |
Telus Corp
|
8,167,876 | $86,334,449 | |
| 6 | RCI |
Rogers Communications Inc
|
2,245,306 | $72,972,445 | |
| 7 | SKM |
Sk Telecom Co Ltd
|
1,555,280 | $50,017,804 | |
| 8 | LUMN |
Lumen Technologies, Inc.
|
5,502,721 | $42,260,897 |
All Filings in IRDM
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,948,122 | 363,685 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $11,163,352 | 402,428 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $12,175,454 | 700,544 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $12,913,241 | 739,590 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,177,745 | 171,619 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,678,458 | 61,437 | Shares | Sole | 2025-05-15 | |
| 2024-06-30 | $218,869 | 8,222 | Shares | Sole | 2024-08-14 | |
| 2023-09-30 | $5,047,706 | 110,963 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $900,740 | 14,500 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $786,511 | 12,700 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $6,818,981 | 132,665 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,951,924 | 134,143 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,237,449 | 59,570 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $8,016,946 | 198,833 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $697,801 | 16,900 | Put | Sole | 2022-02-14 | |
| 2021-12-31 | $371,610 | 9,000 | Call | Sole | 2022-02-14 | |
| 2021-12-31 | $222,553 | 5,390 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $371,402 | 9,320 | Shares | Sole | 2021-11-15 | |
| 2020-09-30 | $429,104 | 16,775 | Shares | Sole | 2020-11-16 | |
| 2020-03-31 | $207,669 | 9,300 | Put | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||