Position in SNPS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$88,146,108
+$46,181,079 QoQ
Shares Held
197,606
+86.7% QoQ
Ownership
0.103%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#119
of 1,440 holders
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SNPS Over Time
Shares Held
Position Value (USD)
Derivatives in SNPS
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$847,533
PutShares
1,900
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 Software - Infrastructure
Technology · as of Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $5,007,565,772 across 97 Software - Infrastructure names. SNPS ranks #14 (1.8% 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 SNPS
Export CSV
32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $847,533 | 1,900 | Put | Sole | 2026-08-14 | |
| 2026-06-30 | $88,146,108 | 197,606 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $41,965,029 | 105,844 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $1,585,920 | 4,000 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $1,546,272 | 3,900 | Put | Sole | 2026-05-15 | |
| 2025-12-31 | $1,315,216 | 2,800 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $3,757,760 | 8,000 | Put | Sole | 2026-02-17 | |
| 2025-03-31 | $485,029 | 1,131 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,912,160 | 6,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $20,363,461 | 40,213 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $52,802,649 | 88,735 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $50,741,199 | 88,786 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $70,680,150 | 137,267 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,157,159 | 4,700 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,013,908 | 6,922 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $9,278,111 | 24,021 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $69,211,216 | 216,766 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $28,532,495 | 93,393 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $35,041,817 | 115,383 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $25,428,834 | 76,301 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $109,280,149 | 296,554 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $98,483,733 | 328,926 | Shares | Sole | 2021-11-15 | |
| 2021-09-30 | $299,410 | 1,000 | Call | Sole | 2021-11-15 | |
| 2021-06-30 | $551,580 | 2,000 | Call | Sole | 2021-08-16 | |
| 2021-06-30 | $827,370 | 3,000 | Put | Sole | 2021-08-16 | |
| 2021-06-30 | $10,423,483 | 37,795 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $11,179,585 | 45,119 | Shares | Sole | 2021-05-17 | |
| 2021-03-31 | $1,015,898 | 4,100 | Put | Sole | 2021-05-17 | |
| 2021-03-31 | $569,894 | 2,300 | Call | Sole | 2021-05-17 | |
| 2020-12-31 | $1,296,200 | 5,000 | Put | Sole | 2021-02-16 | |
| 2020-12-31 | $311,088 | 1,200 | Call | Sole | 2021-02-16 | |
| 2020-12-31 | $1,856,158 | 7,160 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||