Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$534K Buy
+1,200
New +$376K ﹤0.01% 4114
2022
Q1
Sell
-3,800
Closed -$662K 3688
2021
Q4
$662K Sell
3,800
-1,800
-32% -$281K ﹤0.01% 2965
2021
Q3
$845K Buy
+5,600
New +$860K ﹤0.01% 2765

Other funds holding MKSI

John Overdeck's MKSI Position: Q2 2026 in Review

John Overdeck reduced its MKS Inc (MKSI) stake by 49% in Q2 2026, selling an estimated $42.3M and leaving 143,365 shares worth $63.8M. The position accounts for 0.05% of the portfolio, ranked #457.

John Overdeck first reported a position in MKSI in Q1 2014 and has held it in 27 quarters since. The position peaked at $64M in Q1 2026. 770 funds tracked by Wall St. Rank hold MKSI as of Q2 2026.

  • John Overdeck held 143,365 shares of MKS Inc worth $63.8M as of Q2 2026.
  • John Overdeck sold 135,322 MKS Inc shares in Q2 2026, an estimated $42.3M.
  • MKS Inc made up 0.05% of John Overdeck's portfolio in Q2 2026, its #457 holding.
  • John Overdeck first reported a position in MKS Inc in Q1 2014 and has held it in 27 quarters since.
  • John Overdeck's MKS Inc position peaked at $64M in Q1 2026.
  • 770 funds tracked by Wall St. Rank held MKS Inc as of Q2 2026.

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