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Two Sigma Investments

Джон Овердек

13F AUM 138 B $
positions 3,963
since last filing +14.2 B $
filed August 14, 2026
WDC · 1.1% WDC 1.1% AMZN · 1.0% AMZN NVDA · 1.0% NVDA AAPL · 0.92% AAPL TSLA · 0.91% TSLA BRK.B · 0.85% BRK.B JPM · 0.71% JPM ASML · 0.71% ASML AMD · 0.7% AMD COST · 0.69% COST MA · 0.69% MA GOOGL · 0.64% GOOGL C · 0.62% C SPY · 0.62% SPY BSX · 0.6% BSX GS · 0.59% GS LMT · 0.58% LMT ISRG · 0.58% ISRG SCHW · 0.57% SCHW KMB · 0.57% KMB TJX · 0.55% TJX ABT · 0.54% ABT TMUS · 0.54% TMUS RBLX · 0.53% RBLX IBKR · 0.53% IBKR MS · 0.52% MS MSFT · 0.51% MSFT PGR · 0.48% PGR NET · 0.47% NET MU · 0.46% MU CMG · 0.46% CMG WFC · 0.45% WFC BE · 0.45% BE EQIX · 0.44% EQIX RTX · 0.43% RTX ITW · 0.42% ITW BMY · 0.42% BMY SNDK · 0.41% SNDK INTU · 0.41% INTU ALNY · 0.41% ALNY GH · 0.41% GH WCN · 0.39% WCN CME · 0.39% CME ROST · 0.38% ROST ABNB · 0.37% ABNB MRNA · 0.37% MRNA CI · 0.36% CI AAL · 0.36% AAL IONS · 0.36% IONS 0.36% AER · 0.36% AER

added new trimmed unchanged