JO
INGM

John Overdeck’s Ingram Micro Holding INGM Stock Holding History

John Overdeck’s Portfolio INGM Stock Details INGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.8M Buy
575,773
+415,287
+259% +$11.7M 0.01% 1197
2026
Q1 		$3.74M Buy
160,486
+56,541
+54% +$1.23M ﹤0.01% 2233
2025
Q4 		$2.22M Buy
103,945
+61,345
+144% +$1.33M ﹤0.01% 2360
2025
Q3 		$915K Buy
+42,600
New +$864K ﹤0.01% 2641

Other funds holding INGM

PEA
Platinum Equity Advisors Beverly Hills, California $8.96B AUM 31.4% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
LVIA
Lind Value II ApS Aarhus C, Denmark $622M AUM 36.56% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

John Overdeck's INGM Position: Q2 2026 in Review

John Overdeck increased its Ingram Micro Holding (INGM) stake by 259% in Q2 2026, buying an estimated $11.7M and bringing the position to 575,773 shares worth $15.8M. The position accounts for 0.01% of the portfolio, ranked #1197.

John Overdeck first reported a position in INGM in Q3 2025 and has held it in 4 quarters since. 228 funds tracked by Wall St. Rank hold INGM as of Q2 2026.

  • John Overdeck held 575,773 shares of Ingram Micro Holding worth $15.8M as of Q2 2026.
  • John Overdeck bought 415,287 Ingram Micro Holding shares in Q2 2026, an estimated $11.7M.
  • Ingram Micro Holding made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1197 holding.
  • John Overdeck first reported a position in Ingram Micro Holding in Q3 2025 and has held it in 4 quarters since.
  • 228 funds tracked by Wall St. Rank held Ingram Micro Holding as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.