Position in MQ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,276,308
-$3,689,108 QoQ
Shares Held
140,167
-61.7% QoQ
Ownership
0.135%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#48
of 199 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in MQ Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $5,007,565,772 across 97 Software - Infrastructure names. MQ ranks #56 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,829,283 | $682,359,144 | |
| 2 | NET |
Cloudflare, Inc.
|
2,586,183 | $634,338,966 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
3,544,053 | $413,484,663 | |
| 4 | CRWV |
CoreWeave, Inc.
|
3,431,074 | $341,529,105 | |
| 5 | FTNT |
Fortinet, Inc.
|
2,171,408 | $333,571,696 | |
| 6 | DOCN |
DigitalOcean Holdings, Inc.
|
1,886,632 | $296,257,822 | |
| 7 | GDDY |
GoDaddy Inc.
|
3,485,477 | $295,847,287 | |
| 8 | CORZ |
Core Scientific, Inc./tx
|
10,275,907 | $262,960,460 |
All Filings in MQ
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,276,308 | 560,667 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,965,416 | 1,462,112 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,003,963 | 1,053,466 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,416,597 | 457,689 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,435,633 | 760,829 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $11,754,759 | 2,853,097 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $13,106,149 | 3,458,087 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $15,573,713 | 3,165,389 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $18,902,942 | 3,449,442 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $26,308,816 | 4,414,231 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $35,193,878 | 5,042,103 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $29,033,737 | 4,855,140 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $27,192,969 | 5,583,772 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $26,993,829 | 5,906,746 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $21,818,199 | 3,570,900 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $27,287,471 | 3,832,510 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,019,509 | 742,233 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $28,047,948 | 2,540,575 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $9,525,881 | 554,798 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,233,036 | 100,951 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,855,567 | 66,105 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||