Position in TLS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,663,099
-$763,125 QoQ
Shares Held
1,351,575
+7.3% QoQ
Ownership
1.81%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
18 quarters on record
Voting authority
Sole 98.19469877735236.ToString("F0")%
Shared 0.ToString("F0")%
None 1.805301222647652.ToString("F0")%
Common Shares in TLS Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026TWO SIGMA INVESTMENTS, LP holds $4,288,050,601 across 90 Software - Infrastructure names. TLS ranks #48 (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 TLS
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||