Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$979K Buy
+2,200
New +$688K ﹤0.01% 3632
2022
Q1
Sell
-2,000
Closed -$348K 3690
2021
Q4
$348K Sell
2,000
-2,900
-59% -$453K ﹤0.01% 3541
2021
Q3
$739K Buy
+4,900
New +$752K ﹤0.01% 2905

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.