Position in TLS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,260,276
-$1,402,823 QoQ
Shares Held
926,147
-31.5% QoQ
Ownership
1.24%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#14
of 159 holders
Holding Since
Mar 2021
19 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in TLS 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. TLS ranks #50 (0.1% 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 TLS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,260,276 | 926,147 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,663,099 | 1,351,575 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,426,224 | 1,260,044 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,214,584 | 908,565 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $681,071 | 214,849 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $240,685 | 70,376 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $283,943 | 79,093 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $619,522 | 154,110 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,454,223 | 349,573 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,336,491 | 366,162 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $830,938 | 347,673 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $936,023 | 365,634 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $774,822 | 306,254 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $643,976 | 126,518 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $504,116 | 56,706 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,087,349 | 134,573 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $4,702,240 | 471,639 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,062,438 | 68,900 | Shares | Sole | 2022-02-14 | |
| 2021-03-31 | $574,677 | 15,155 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||