Position in PL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$188,937,667
+$100,262,349 QoQ
Shares Held
6,759,845
+50.3% QoQ
Ownership
1.90%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
7 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in PL Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026TWO SIGMA INVESTMENTS, LP holds $2,964,194,962 across 48 Aerospace & Defense names. PL ranks #6 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
|
1,349,172 | $815,426,065 | |
| 2 | RTX |
RTX Corp
|
1,956,183 | $377,347,700 | |
| 3 | HEI |
Heico Corp
|
801,131 | $219,670,120 | |
| 4 | NOC |
Northrop Grumman Corp /De/
|
316,221 | $215,738,615 | |
| 5 | LHX |
L3harris Technologies, Inc. /De/
|
606,387 | $209,294,473 | |
| 6 | PL |
Planet Labs PBC
This page
|
6,759,845 | $188,937,667 | |
| 7 | TXT |
Textron Inc
|
1,800,126 | $157,619,032 | |
| 8 | GD |
General Dynamics Corp
|
357,419 | $122,673,349 |
All Filings in PL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $188,937,667 | 6,759,845 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $88,675,318 | 4,496,720 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $30,662,329 | 2,362,275 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,030,514 | 660,740 | Shares | Sole | 2025-08-14 | |
| 2022-09-30 | $2,149,970 | 395,943 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $124,704 | 28,800 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $434,776 | 85,586 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||