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Equibles

TWO SIGMA INVESTMENTS, LP

Position in TDUP — ThredUp Inc.

CIK 1179392 NEW YORK, NY
Back to TDUP Full portfolio

Position in TDUP

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$15,573,906
+$8,280,804 QoQ
Shares Held
2,273,563
+2.3% QoQ
Ownership
1.73%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#14
of 180 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority Sole 98% Shared 0% None 2%

Common Shares in TDUP Over Time

Shares Held

Position Value (USD)

Position in Internet Retail

Consumer Cyclical · as of Jun 30, 2026

TWO SIGMA INVESTMENTS, LP holds $2,442,140,880 across 24 Internet Retail names. TDUP ranks #9 (0.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AMZN
Amazon Com Inc
 5,716,287 $1,362,419,843
2 MELI
Mercadolibre Inc
 187,255 $317,844,764
3 W
Wayfair Inc.
 2,612,733 $241,468,783
4 SE
Sea Ltd
 2,345,857 $224,803,476
5 CHWY
Chewy, Inc.
 6,648,996 $130,652,771
6 CPNG
Coupang, Inc.
 2,464,743 $42,812,585
7 PDD
PDD Holdings Inc.
 476,800 $36,370,304
8 VIPS
Vipshop Holdings Ltd
 1,980,054 $26,255,516

All Filings in TDUP

Export CSV
18 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $15,573,906 2,273,563
2026-03-31 $7,293,102 2,223,507
2025-12-31 $5,785,263 905,362
2025-09-30 $5,849,625 619,008
2025-06-30 $7,008,947 935,774
2025-03-31 $929,050 385,498
2024-12-31 $159,338 114,632
2024-09-30 $38,598 45,842
2024-06-30 $169,151 99,501
2024-03-31 $113,700 56,850
2023-12-31 $370,932 164,859
2023-09-30 $242,464 60,465
2023-06-30 $84,014 34,432
2023-03-31 $850,310 336,091
2022-12-31 $114,973 87,766
2022-09-30 $79,383 43,143
2022-06-30 $770,102 308,041
2021-12-31 $2,344,471 183,736