Position in TDC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,336,160
-$3,811,288 QoQ
Shares Held
169,183
-36.8% QoQ
Ownership
0.180%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 96.7490823546101.ToString("F0")%
Shared 0.ToString("F0")%
None 3.250917645389903.ToString("F0")%
Common Shares in TDC Over Time
Shares Held
Position Value (USD)
Derivatives in TDC
reported options exposure · as of Jun 30, 2021CallValue
$0
CallShares
0
PutValue
$249,850
PutShares
5,000
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 Mar 31, 2026TWO SIGMA INVESTMENTS, LP holds $4,288,050,601 across 90 Software - Infrastructure names. TDC ranks #51 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLTR |
Palantir Technologies Inc.
|
6,430,502 | $940,653,832 | |
| 2 | NET |
Cloudflare, Inc.
|
2,819,837 | $581,845,166 | |
| 3 | MSFT |
Microsoft Corp
|
1,380,837 | $511,144,432 | |
| 4 | GDDY |
GoDaddy Inc.
|
3,519,847 | $290,985,751 | |
| 5 | AKAM |
Akamai Technologies Inc
|
1,811,599 | $208,062,145 | |
| 6 | ZS |
Zscaler, Inc.
|
1,176,095 | $164,994,367 | |
| 7 | WIX |
Wix.com Ltd.
|
1,815,032 | $163,479,932 | |
| 8 | VRSN |
Verisign Inc/Ca
|
458,482 | $113,868,589 |
All Filings in TDC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,336,160 | 169,183 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,147,448 | 267,656 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $12,889,781 | 599,246 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,516,194 | 336,898 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $11,576,188 | 514,955 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,810,341 | 282,836 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,331,903 | 241,658 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,250,063 | 65,106 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $533,607 | 13,799 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,460,471 | 102,516 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $9,871,445 | 219,268 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $15,203,156 | 284,650 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $12,068,572 | 299,617 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $16,468,659 | 489,265 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,486,283 | 47,852 | Shares | Sole | 2022-11-14 | |
| 2021-12-31 | $1,736,938 | 40,898 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $17,977,905 | 313,477 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $249,850 | 5,000 | Put | Sole | 2021-08-16 | |
| 2021-06-30 | $30,014,430 | 600,649 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $44,776,465 | 1,161,818 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $15,638,693 | 695,981 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $15,736,843 | 693,253 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $12,543,128 | 603,035 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $14,136,460 | 689,920 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||