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JO
John Overdeck Two Sigma Investments
AUM
$138B
1-Year Est. Return
41.87%
John Overdeck is a co-founder of Two Sigma Investments, one of the world’s leading quantitative and technology-driven investment firms. Two Sigma applies data science, machine learning, and large-scale computing to markets across asset classes. Overdeck’s firm is a central reference point in discussions of modern systematic investing.
This Fund
S&P 500
This Quarter
Est. Return
+3.47%
1 Year Est. Return
+41.87%
3 Year Est. Return
+122.61%
5 Year Est. Return
+129.48%
10 Year Est. Return
+649.67%
AUM
$70.9B
AUM Growth
+$3.72B
(+5.5%)
Cap. Flow
+$541M
Cap. Flow
% of AUM
0.76%
Top 10 Holdings %
Top 10 Hldgs %
4.9%
Holding
4,545
New
899
Increased
1,598
Reduced
1,287
Closed
504
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$395M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
+$321M |
| 3 |
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
|
+$318M |
| 4 |
ServiceNow
NOW
|
+$272M |
| 5 |
Schwab US REIT ETF
SCHH
|
+$248M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street Financial Select Sector SPDR ETF
XLF
|
+$547M |
| 2 |
State Street Consumer Staples Select Sector SPDR ETF
XLP
|
+$447M |
| 3 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$377M |
| 4 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$299M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$269M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 15.53% |
| 2 | Financials | 13% |
| 3 | Industrials | 11.22% |
| 4 | Healthcare | 10.29% |
| 5 | Consumer Discretionary | 9.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2701
CALL
Ulta Beauty
ULTA
$23.1B
| $1.21M | ﹤0.01% |
+2,000
| New | +$1.1M |
|
2702
First Bank
FRBA
$445M
| $1.21M | ﹤0.01% |
73,319
+39,369
| +116% | +$629K |
|
|
URG
2703
Ur-Energy
URG
$589M
| $1.2M | ﹤0.01% |
862,458
+437,559
| +103% | +$648K |
|
2704
Vinci Compass Investments Ltd
VINP
$633M
| $1.19M | ﹤0.01% |
91,622
+16,742
| +22% | +$200K |
|
2705
PUT
Fastenal
FAST
$57.7B
| $1.19M | ﹤0.01% |
29,700
+21,100
| +245% | +$888K |
|
2706
RE/MAX Holdings
RMAX
$263M
| $1.19M | ﹤0.01% |
156,990
+72,214
| +85% | +$586K |
|
2707
NatWest
NWG
$74.9B
| $1.19M | ﹤0.01% |
+67,873
| New | +$1.08M |
|
2708
Esquire Financial Holdings
ESQ
$1.37B
| $1.19M | ﹤0.01% |
11,634
+1,615
| +16% | +$164K |
|
2709
CALL
EQT Corp
EQT
$33.8B
| $1.18M | ﹤0.01% |
+22,100
| New | +$1.24M |
|
2710
ORIX
IX
$42.9B
| $1.18M | ﹤0.01% |
+40,478
| New | +$1.07M |
|
2711
Belden
BDC
$4.57B
| $1.18M | ﹤0.01% |
+10,120
| New | +$1.18M |
|
2712
American Vanguard Corp
AVD
$66.1M
| $1.18M | ﹤0.01% |
308,700
+112,288
| +57% | +$525K |
|
2713
PUT
Best Buy
BBY
$18B
| $1.18M | ﹤0.01% |
+17,600
| New | +$1.34M |
|
|
ETJ
2714
Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
$568M
| $1.18M | ﹤0.01% |
133,535
-621
| -0.5% | -$5.48K |
|
|
SCPQU
2715
Social Commerce Partners Corp Unit
SCPQU
| $1.18M | ﹤0.01% |
+117,704
| New | +$1.18M |
|
|
PELI
2716
DELISTED
Pelican Acquisition Corp
PELI
| $1.17M | ﹤0.01% |
115,666
-80,979
| -41% | -$820K |
|
2717
PUT
Johnson Controls International
JCI
$85.9B
| $1.17M | ﹤0.01% |
+9,800
| New | +$1.13M |
|
2718
Fox Factory Holding Corp
FOXF
$892M
| $1.17M | ﹤0.01% |
+68,500
| New | +$1.31M |
|
|
SERV
2719
Serve Robotics
SERV
$423M
| $1.17M | ﹤0.01% |
112,647
-3,343
| -3% | -$40.1K |
|
2720
New Oriental
EDU
$9.08B
| $1.17M | ﹤0.01% |
21,200
+11,900
| +128% | +$652K |
|
2721
Columbus McKinnon
CMCO
$513M
| $1.17M | ﹤0.01% |
67,559
-27,535
| -29% | -$441K |
|
2722
Pliant Therapeutics
PLRX
$73.7M
| $1.16M | ﹤0.01% |
953,293
+170,038
| +22% | +$255K |
|
2723
PUT
Whirlpool
WHR
$2.65B
| $1.16M | ﹤0.01% |
+16,100
| New | +$1.19M |
|
2724
POSCO
PKX
$18B
| $1.16M | ﹤0.01% |
21,792
| – | – |
|
2725
PUT
Thermo Fisher Scientific
TMO
$232B
| $1.16M | ﹤0.01% |
+2,000
| New | +$1.13M |
|
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John Overdeck's Q4 2025 Portfolio in Review
As of Q4 2025, John Overdeck held 4,545 positions worth $70.9B, up 5.5% from $67.2B the previous quarter. Its ten largest holdings account for 4.9% of the portfolio.
John Overdeck's Q4 2025 filing shows 899 new, 1,598 increased, 1,287 reduced and 504 closed positions. Its largest new stake was Vanguard Real Estate ETF: 3,573,400 shares worth $316M. The largest sale was State Street Financial Select Sector SPDR ETF, an estimated $547M.
By sector, the portfolio is most concentrated in Technology at 16% of assets, down from 16% a quarter earlier, followed by Financials and Industrials.
- John Overdeck's largest Q4 2025 buy was Vanguard Real Estate ETF: 3,573,400 shares worth $316M.
- John Overdeck added most to State Street Technology Select Sector SPDR ETF in Q4 2025, an estimated $395M increase.
- John Overdeck's biggest Q4 2025 reduction was State Street Financial Select Sector SPDR ETF, cutting an estimated $547M.
- John Overdeck fully exited State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2025, selling an estimated $240M.
- John Overdeck's ten largest holdings make up 4.9% of its $70.9B portfolio in Q4 2025.
- John Overdeck opened 899 new positions and closed 504 in Q4 2025.
- John Overdeck's portfolio value rose 5.5% quarter-over-quarter to $70.9B.
Based on Two Sigma Investments's 13F filing for Q4 2025, filed 17 Feb 2026.