Position in SES
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,482,678
+$3,568,280 QoQ
Shares Held
5,711,123
+187.0% QoQ
Ownership
1.54%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#6
of 129 holders
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in SES Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $307,546,689 across 38 Auto Parts names. SES ranks #16 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MBLY |
Mobileye Global Inc.
|
10,216,964 | $98,900,211 | |
| 2 | AZO |
Autozone Inc
|
7,455 | $23,825,731 | |
| 3 | QS |
QuantumScape Corp
|
3,018,682 | $22,821,235 | |
| 4 | ORLY |
O Reilly Automotive Inc
|
197,174 | $18,157,753 | |
| 5 | DAN |
DANA Inc
|
645,035 | $17,551,402 | |
| 6 | MGA |
Magna International Inc
|
224,811 | $14,761,090 | |
| 7 | VGNT |
Versigent PLC
|
294,161 | $12,357,703 | |
| 8 | PLOW |
Douglas Dynamics, Inc
|
174,190 | $9,397,550 |
All Filings in SES
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,482,678 | 5,711,123 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,914,398 | 1,990,019 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,428,007 | 5,237,782 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,158,101 | 1,891,079 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $592,656 | 667,406 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $330,888 | 635,103 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,123,491 | 513,010 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,791 | 10,611 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $25,751 | 15,328 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $28,050 | 15,328 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $34,794 | 15,328 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $37,400 | 15,328 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||