Position in S
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,005,065
-$14,245 QoQ
Shares Held
59,226
-12.8% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#186
of 484 holders
Holding Since
Mar 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in S 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. S ranks #68 (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 S
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,005,065 | 59,226 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $1,019,310 | 67,954 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $20,351,542 | 1,155,681 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $16,024,375 | 876,607 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,752,352 | 206,400 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,838,160 | 82,800 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,848,799 | 160,903 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,091,870 | 289,400 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $44,324,780 | 1,901,535 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $97,555,456 | 3,555,228 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,641,708 | 97,373 | Shares | Sole | 2023-11-14 | |
| 2023-03-31 | $11,735,109 | 717,305 | Shares | Sole | 2023-05-15 | |
| 2022-06-30 | $2,188,307 | 93,798 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $6,738,203 | 173,934 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||