Position in NTCT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$19,580,994
+$5,701,258 QoQ
Shares Held
449,621
+3.0% QoQ
Ownership
0.618%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#28
of 312 holders
Holding Since
Sep 2021
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NTCT 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. NTCT ranks #30 (0.4% 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 NTCT
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,580,994 | 449,621 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $13,879,736 | 436,607 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,558,367 | 205,409 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,887,612 | 227,937 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,560,806 | 264,442 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $8,621,495 | 410,352 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,900,158 | 410,903 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $11,322,114 | 520,557 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $8,383,331 | 458,356 | Shares | Sole | 2024-08-14 | |
| 2023-12-31 | $4,265,433 | 194,325 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,670,950 | 95,323 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $494,797 | 15,987 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $804,893 | 28,094 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,457,195 | 44,823 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $516,498 | 16,491 | Shares | Sole | 2022-11-14 | |
| 2021-12-31 | $3,101,415 | 93,755 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,848,102 | 105,681 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||