Position in KD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$28,192,244
+$21,208,468 QoQ
Shares Held
2,492,683
+368.3% QoQ
Ownership
1.14%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#15
of 665 holders
Holding Since
Dec 2021
15 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in KD Over Time
Shares Held
Position Value (USD)
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. KD ranks #13 (1.7% of the industry book) .
| # | 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 KD
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,192,244 | 2,492,683 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,983,776 | 532,300 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,639,537 | 212,332 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $251,561 | 8,377 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $3,403,037 | 108,377 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,625,519 | 191,489 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $11,585,826 | 504,170 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $21,287,236 | 809,093 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $9,936,616 | 456,646 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $12,649,450 | 608,732 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,907,130 | 126,300 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,208,464 | 166,300 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $17,998,491 | 1,219,410 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,691,372 | 421,886 | Shares | Sole | 2023-02-14 | |
| 2021-12-31 | $238,865 | 13,197 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||