Position in PATH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$163,424,395
+$123,915,178 QoQ
Shares Held
15,034,443
+322.4% QoQ
Ownership
2.90%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#5
of 525 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in PATH 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. PATH ranks #11 (3.3% 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 PATH
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $163,424,395 | 15,034,443 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $39,509,217 | 3,559,389 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $68,750,723 | 4,194,675 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $31,680,508 | 2,367,751 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $15,484,979 | 1,209,764 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $32,017,859 | 3,108,530 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $67,061,112 | 5,276,248 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $62,406,681 | 4,875,522 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $62,625,911 | 4,938,952 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $54,209,728 | 2,391,254 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $200,342,896 | 8,065,334 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $146,149,701 | 8,541,771 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $94,671,253 | 5,713,413 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $48,635,844 | 2,769,695 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $40,387,651 | 3,177,628 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $59,139,298 | 4,689,873 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $51,679,208 | 2,841,078 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $32,353,219 | 1,498,528 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,903,677 | 136,881 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $9,500,050 | 180,575 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||