Position in QS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$80,263,775
+$20,714,017 QoQ
Shares Held
12,580,529
+120.1% QoQ
Ownership
2.05%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
18 quarters on record
Voting authority
Sole 98.93168244356019.ToString("F0")%
Shared 0.ToString("F0")%
None 1.0683175564397966.ToString("F0")%
Common Shares in QS Over Time
Shares Held
Position Value (USD)
Derivatives in QS
reported options exposure · as of Dec 31, 2021CallValue
$7,928,487
CallShares
357,300
PutValue
$11,170,446
PutShares
503,400
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Auto Parts
Consumer Cyclical · as of Mar 31, 2026TWO SIGMA INVESTMENTS, LP holds $814,757,491 across 40 Auto Parts names. QS ranks #3 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORLY |
O Reilly Automotive Inc
|
2,851,180 | $263,192,425 | |
| 2 | AZO |
Autozone Inc
|
54,867 | $185,328,655 | |
| 3 | QS |
QuantumScape Corp
This page
|
12,580,529 | $80,263,775 | |
| 4 | MGA |
Magna International Inc
|
1,245,024 | $69,484,789 | |
| 5 | MBLY |
Mobileye Global Inc.
|
9,890,390 | $67,946,979 | |
| 6 | ALV |
Autoliv Inc
|
249,858 | $26,275,067 | |
| 7 | DAN |
DANA Inc
|
536,309 | $18,046,797 | |
| 8 | ADNT |
Adient plc
|
716,329 | $14,477,009 |
All Filings in QS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $80,263,775 | 12,580,529 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $59,549,758 | 5,714,948 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $44,724,988 | 3,630,275 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,753,119 | 1,451,357 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $166,510 | 32,083 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $976,505 | 169,827 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $251,111 | 51,039 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $7,752,607 | 1,232,529 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $18,104,687 | 2,604,991 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $13,353,447 | 1,996,031 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $297,028 | 37,175 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,073,059 | 497,929 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $25,818,265 | 4,553,486 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $35,952,758 | 4,275,001 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $30,000,085 | 3,492,443 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $7,928,487 | 357,300 | Call | Sole | 2022-02-14 | |
| 2021-12-31 | $1,531,531 | 69,019 | Shares | Sole | 2022-02-14 | |
| 2021-12-31 | $11,170,446 | 503,400 | Put | Sole | 2022-02-14 | |
| 2021-09-30 | $6,623,346 | 269,900 | Call | Sole | 2021-11-15 | |
| 2021-09-30 | $9,634,404 | 392,600 | Put | Sole | 2021-11-15 | |
| 2021-06-30 | $8,500,030 | 290,500 | Put | Sole | 2021-08-16 | |
| 2021-06-30 | $3,084,004 | 105,400 | Call | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||