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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
KBWB icon
801
Invesco KBW Bank ETF
KBWB
$6.79B
$7.26M 0.02%
+135,763
New +$7.17M
GFF icon
802
Griffon
GFF
$4.59B
$7.26M 0.02%
113,729
-68,002
-37% -$4.6M
LIN icon
803
Linde
LIN
$226B
$7.26M 0.02%
16,536
+11,328
+218% +$4.98M
SPTM icon
804
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.9B
$7.25M 0.02%
109,300
-6,400
-6% -$410K
MGRC icon
805
McGrath RentCorp
MGRC
$2.85B
$7.25M 0.02%
68,044
+42,285
+164% +$4.66M
IBKR icon
806
Interactive Brokers
IBKR
$42.2B
$7.24M 0.02%
+236,208
New +$7.05M
ENVA icon
807
Enova International
ENVA
$6.17B
$7.23M 0.02%
116,080
+19,045
+20% +$1.16M
GTE icon
808
Gran Tierra Energy
GTE
$352M
$7.23M 0.02%
747,163
-19,173
-3% -$171K
EQNR icon
809
Equinor
EQNR
$101B
$7.22M 0.02%
252,762
-187,248
-43% -$5.22M
INSM icon
810
Insmed
INSM
$27.1B
$7.22M 0.02%
107,744
-352,429
-77% -$13.7M
THS
811
DELISTED
Treehouse Foods
THS
$7.21M 0.02%
196,748
+43,307
+28% +$1.57M
ARCO icon
812
Arcos Dorados Holdings
ARCO
$1.7B
$7.21M 0.02%
800,924
+187,846
+31% +$1.93M
MYRG icon
813
MYR Group
MYRG
$4.75B
$7.21M 0.02%
53,110
+40,617
+325% +$6.35M
TPG icon
814
TPG
TPG
$8.81B
$7.2M 0.02%
173,810
+145,907
+523% +$6.24M
BFAM icon
815
Bright Horizons
BFAM
$3.6B
$7.2M 0.02%
65,436
+40,090
+158% +$4.33M
TKR icon
816
Timken Company
TKR
$8.5B
$7.17M 0.02%
89,496
+39,106
+78% +$3.37M
DFIN icon
817
Donnelley Financial Solutions
DFIN
$1.17B
$7.15M 0.02%
119,970
+63,700
+113% +$3.89M
PJT icon
818
PJT Partners
PJT
$4.51B
$7.13M 0.02%
66,060
+55,800
+544% +$5.6M
MCY icon
819
Mercury Insurance
MCY
$5.89B
$7.11M 0.02%
133,812
+75,709
+130% +$4.1M
LU icon
820
Lufax Holding
LU
$1.17B
$7.06M 0.02%
2,980,553
+49,262
+2% +$188K
UNF icon
821
Unifirst Corp
UNF
$5.28B
$7.06M 0.02%
41,148
+34,818
+550% +$5.62M
FERG icon
822
Ferguson
FERG
$45.7B
$7.04M 0.02%
+36,375
New +$7.63M
WBS
823
DELISTED
Webster Financial
WBS
$7.04M 0.02%
+161,503
New +$7.19M
KWR icon
824
Quaker Houghton
KWR
$2.79B
$7.03M 0.02%
41,455
+33,392
+414% +$6.17M
PRGO icon
825
Perrigo
PRGO
$1.98B
$7.02M 0.02%
+273,202
New +$8.03M
31 32
33
34 35

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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.