Position in PSFE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$612,517
+$199,981 QoQ
Shares Held
81,997
+35.4% QoQ
Ownership
0.157%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#27
of 146 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in PSFE 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. PSFE ranks #75 (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 PSFE
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $612,517 | 81,997 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $412,536 | 60,578 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $397,445 | 49,128 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $903,624 | 69,940 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $843,079 | 66,805 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,386,384 | 88,361 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,431,439 | 200,669 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,274,821 | 190,585 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,897,110 | 333,547 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,920,334 | 374,942 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,144,713 | 402,245 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,706,093 | 142,293 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $704,181 | 69,790 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,787,708 | 219,323 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,185,886 | 85,377 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,157,486 | 2,288,034 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,323,201 | 2,729,847 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $7,817,404 | 2,306,019 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $10,898,495 | 2,787,339 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,781,366 | 875,015 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,918,672 | 158,437 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||