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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
VEEV icon
851
Veeva Systems
VEEV
$40.4B
$6.58M 0.02%
35,943
-59,303
-62% -$11.8M
MTUM icon
852
iShares MSCI USA Momentum Factor ETF
MTUM
$24.4B
$6.57M 0.02%
+33,700
New +$6.29M
GPRK icon
853
GeoPark
GPRK
$639M
$6.56M 0.01%
599,312
+320,692
+115% +$3.21M
AXS icon
854
AXIS Capital
AXS
$7.25B
$6.55M 0.01%
92,700
-17,983
-16% -$1.22M
EWTX icon
855
Edgewise Therapeutics
EWTX
$4.86B
$6.53M 0.01%
362,576
-30,159
-8% -$526K
LSPD icon
856
Lightspeed Commerce
LSPD
$1.37B
$6.49M 0.01%
+474,004
New +$6.63M
DNA icon
857
Ginkgo Bioworks
DNA
$457M
$6.49M 0.01%
485,265
+482,436
+17,053% +$14.4M
CASH icon
858
Pathward Financial
CASH
$1.72B
$6.46M 0.01%
114,209
+25,018
+28% +$1.32M
CHGG icon
859
Chegg
CHGG
$88.9M
$6.46M 0.01%
2,044,273
-197,264
-9% -$980K
ALV icon
860
Autoliv
ALV
$9.02B
$6.42M 0.01%
60,034
+58,304
+3,370% +$6.93M
HL icon
861
Hecla Mining
HL
$13.7B
$6.41M 0.01%
1,322,070
+1,272,409
+2,562% +$6.79M
SPYG icon
862
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$53.8B
$6.41M 0.01%
80,000
+7,600
+10% +$568K
TFX icon
863
Teleflex
TFX
$5.86B
$6.38M 0.01%
30,356
+29,436
+3,200% +$6.17M
TWO
864
Two Harbors Investment
TWO
$1.28B
$6.36M 0.01%
+481,793
New +$6.13M
VNOM icon
865
Viper Energy
VNOM
$16.1B
$6.35M 0.01%
169,083
+126,883
+301% +$4.82M
OTIS icon
866
Otis Worldwide
OTIS
$27.5B
$6.34M 0.01%
65,900
+52,100
+378% +$5.02M
HIMX
867
Himax Technologies
HIMX
$2.34B
$6.32M 0.01%
796,554
+102,613
+15% +$628K
NVAX icon
868
Novavax
NVAX
$1.46B
$6.32M 0.01%
+499,408
New +$5.02M
ZTO icon
869
ZTO Express
ZTO
$16.2B
$6.3M 0.01%
303,573
+221,573
+270% +$4.84M
KMT icon
870
Kennametal
KMT
$2.23B
$6.29M 0.01%
267,357
-74,789
-22% -$1.84M
GPATU
871
GP-Act III Acquisition Corp Units
GPATU
$6.27M 0.01%
+625,000
New +$6.29M
CCIX
872
DELISTED
Churchill Capital Corp IX
CCIX
$6.26M 0.01%
+625,000
New +$6.27M
IUSG icon
873
iShares Core S&P US Growth ETF
IUSG
$33B
$6.26M 0.01%
49,100
+14,500
+42% +$1.73M
ALFUU
874
Centurion Acquisition Corp Unit
ALFUU
$6.24M 0.01%
+625,000
New +$6.25M
ARCB icon
875
ArcBest
ARCB
$3.01B
$6.22M 0.01%
58,055
+41,942
+260% +$5.06M
33 34
35
36 37

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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.