Position in PICS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$792,881
-$865,575 QoQ
Shares Held
74,589
-53.0% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#22
of 38 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PICS 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. PICS ranks #73 (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 PICS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $792,881 | 74,589 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,658,456 | 158,704 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||