Generalist · New York, NY
Two Sigma Investments, LP
- Software
- $8.7B
- Weight of 13F
- 6.0%
- Names
- 119
- Vs prior quarter
- −$607M
Filed 14 August 2026.
5,017 positions in the whole 13F.
Software held
- CloudflareNET52,653,183 shares · 8.0% of their software$699M+$88.4M
- MicrosoftMSFT1,829,283 shares · 7.8% of their software$682M+$171M
- IntuitINTU2,161,507 shares · 6.5% of their software$564MNew
- PalantirPLTR3,544,053 shares · 4.7% of their software$413M−$527M
- FortinetFTNT2,171,408 shares · 3.8% of their software$334M+$242M
- HubSpotHUBS1,819,744 shares · 3.8% of their software$332M+$3.9M
- DigitalOceanDOCN16,869,632 shares · 3.6% of their software$313M+$297M
- VeriskVRSK1,717,969 shares · 3.5% of their software$308M+$9.5M
- The Trade DeskTTD17,050,857 shares · 3.5% of their software$308M−$13.0M
- GoDaddyGDDY3,485,477 shares · 3.4% of their software$296MFlat
- AkamaiAKAM39,779,895 shares · 3.0% of their software$266M+$38.5M
- AdobeADBE1,093,171 shares · 2.6% of their software$224M−$536M