Position in TOST
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$22,052,714
-$21,732,571 QoQ
Shares Held
831,864
-32.5% QoQ
Ownership
0.143%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TOST Over Time
Shares Held
Position Value (USD)
Derivatives in TOST
reported options exposure · as of Mar 31, 2026CallValue
$265,100
CallShares
10,000
PutValue
$0
PutShares
0
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 $4,448,984,774 across 90 Software - Infrastructure names. TOST ranks #25 (0.5% 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 | CRWD |
CrowdStrike Holdings, Inc.
|
610,744 | $238,440,565 | |
| 6 | AKAM |
Akamai Technologies Inc
|
1,811,599 | $208,062,145 | |
| 7 | ZS |
Zscaler, Inc.
|
1,176,095 | $164,994,367 | |
| 8 | WIX |
Wix.com Ltd.
|
1,815,032 | $163,479,932 |
All Filings in TOST
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $265,100 | 10,000 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $22,052,714 | 831,864 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $43,785,285 | 1,233,041 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $69,949,545 | 1,915,901 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $80,182,084 | 1,810,388 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $18,867,759 | 568,820 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $103,743,990 | 2,846,200 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,942,823 | 280,566 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $21,369,952 | 829,257 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $38,189,401 | 1,532,480 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $53,851,022 | 2,949,125 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $54,463,524 | 2,907,823 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $21,667,696 | 960,022 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||