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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
+0.86%
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
$43.9B
AUM Growth
+$1.29B
Cap. Flow
+$573M
Cap. Flow %
1.31%
Top 10 Hldgs %
9.28%
Holding
3,471
New
479
Increased
1,205
Reduced
1,169
Closed
480

Top Buys

Rank Stock Value
1
AMD icon
Advanced Micro Devices
AMD
+$229M
2
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$212M
3
SNOW icon
Snowflake
SNOW
+$211M
4
LRCX icon
Lam Research
LRCX
+$193M
5
CME icon
CME Group
CME
+$191M

Top Sells

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$282M
2
PEP icon
PepsiCo
PEP
+$239M
3
WMT icon
Walmart Inc
WMT
+$236M
4
GM icon
General Motors
GM
+$223M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$186M

Sector Composition

Rank Sector Weight
1 Technology 15.57%
2 Healthcare 13.05%
3 Financials 12.83%
4 Industrials 10.09%
5 Consumer Discretionary 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NOG icon
351
PUT
Northern Oil and Gas
NOG
$2.91B
$26.2M 0.06%
706,200
+134,300
+23% +$5.39M
EG icon
352
Everest Group
EG
$14.2B
$26.1M 0.06%
68,432
+32,091
+88% +$12.1M
STT icon
353
State Street
STT
$51.4B
$26M 0.06%
351,993
-2,788
-0.8% -$208K
CRGY icon
354
Crescent Energy
CRGY
$4.65B
$26M 0.06%
2,190,780
+2,007,562
+1,096% +$23.6M
COF icon
355
Capital One
COF
$134B
$25.8M 0.06%
186,577
+176,477
+1,747% +$24.8M
GBDC icon
356
Golub Capital BDC
GBDC
$3.43B
$25.8M 0.06%
1,642,826
+1,520,037
+1,238% +$25M
ATMU icon
357
Atmus Filtration Technologies
ATMU
$4.06B
$25.7M 0.06%
891,843
+62,960
+8% +$1.91M
CPT icon
358
Camden Property Trust
CPT
$10.8B
$25.6M 0.06%
234,753
-246,047
-51% -$25.4M
PPL
359
PUT
PPL Corp
PPL
$25.9B
$25.6M 0.06%
925,700
+6,300
+0.7% +$177K
PTON icon
360
Peloton Interactive
PTON
$2.37B
$25.6M 0.06%
7,566,576
+5,634,475
+292% +$20.2M
GMED icon
361
Globus Medical
GMED
$11.7B
$25.6M 0.06%
373,310
-340,005
-48% -$20.3M
KLAC icon
362
KLA
KLAC
$240B
$25.5M 0.06%
309,820
+243,870
+370% +$18M
MFC icon
363
Manulife Financial
MFC
$70.5B
$25.5M 0.06%
957,815
-1,136,833
-54% -$28.4M
TREX icon
364
Trex
TREX
$4.77B
$25.4M 0.06%
342,183
+40,448
+13% +$3.54M
DUOL icon
365
Duolingo
DUOL
$6.84B
$25.3M 0.06%
121,341
-368,787
-75% -$75.5M
IDXX icon
366
Idexx Laboratories
IDXX
$43.9B
$25.2M 0.06%
51,792
+6,611
+15% +$3.32M
OZK icon
367
Bank OZK
OZK
$5.39B
$25.1M 0.06%
612,804
+343,919
+128% +$15M
AKAM icon
368
Akamai
AKAM
$15.9B
$25.1M 0.06%
278,710
-174,313
-38% -$16.9M
FHI icon
369
Federated Hermes
FHI
$4.76B
$25M 0.06%
761,719
+3,050
+0.4% +$102K
ALNY icon
370
Alnylam Pharmaceuticals
ALNY
$31.6B
$25M 0.06%
102,918
+406
+0.4% +$64.1K
TER icon
371
Teradyne
TER
$58.7B
$25M 0.06%
168,607
-303,982
-64% -$38.6M
BILL icon
372
BILL Holdings
BILL
$4.76B
$25M 0.06%
474,495
+401,801
+553% +$22.7M
WPM icon
373
Wheaton Precious Metals
WPM
$71.7B
$25M 0.06%
476,238
-151,918
-24% -$8.12M
LECO icon
374
Lincoln Electric
LECO
$15.4B
$24.8M 0.06%
+131,333
New +$28.5M
HBM icon
375
Hudbay
HBM
$13.4B
$24.7M 0.06%
2,730,756
+2,560,330
+1,502% +$22.2M
13 14
15
16 17

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John Overdeck's Q2 2024 Portfolio in Review

As of Q2 2024, John Overdeck held 3,471 positions worth $43.9B, up 3% from $42.6B the previous quarter. Its ten largest holdings account for 9.3% of the portfolio.

John Overdeck's Q2 2024 filing shows 479 new, 1,205 increased, 1,169 reduced and 480 closed positions. Its largest new stake was Accenture: 270,632 shares worth $82.1M. The largest sale was Alphabet (Google) Class A, an estimated $282M.

By sector, the portfolio is most concentrated in Technology at 16% of assets, up from 15% a quarter earlier, followed by Healthcare and Financials.

  • John Overdeck's largest Q2 2024 buy was Accenture: 270,632 shares worth $82.1M.
  • John Overdeck added most to Advanced Micro Devices in Q2 2024, an estimated $229M increase.
  • John Overdeck's biggest Q2 2024 reduction was Alphabet (Google) Class A, cutting an estimated $282M.
  • John Overdeck fully exited State Street Communication Services Select Sector SPDR ETF in Q2 2024, selling an estimated $186M.
  • John Overdeck's ten largest holdings make up 9.3% of its $43.9B portfolio in Q2 2024.
  • John Overdeck opened 479 new positions and closed 480 in Q2 2024.
  • John Overdeck's portfolio value rose 3% quarter-over-quarter to $43.9B.

Based on Two Sigma Investments's 13F filing for Q2 2024, filed 14 Aug 2024.