Position in VELO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,753,876
+$1,546,930 QoQ
Shares Held
99,936
+353.5% QoQ
Ownership
0.311%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#22
of 134 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VELO Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $2,235,908,934 across 19 Computer Hardware names. VELO ranks #18 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNDK |
Sandisk Corp
|
241,675 | $549,503,697 | |
| 2 | SMCI |
Super Micro Computer, Inc.
|
12,937,488 | $450,823,463 | |
| 3 | STX |
Seagate Technology Holdings plc
|
354,816 | $342,397,440 | |
| 4 | DELL |
Dell Technologies Inc.
|
655,299 | $282,735,306 | |
| 5 | ANET |
Arista Networks, Inc.
|
955,255 | $162,278,719 | |
| 6 | HPQ |
Hp Inc
|
6,303,159 | $138,291,308 | |
| 7 | P |
Everpure, Inc.
|
1,683,982 | $132,680,941 | |
| 8 | LOGI |
Logitech International S.A.
|
595,711 | $56,020,662 |
All Filings in VELO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,753,876 | 99,936 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $206,946 | 22,039 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $440,545 | 32,063 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||