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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
MED icon
1051
Medifast
MED
$134M
$4.18M 0.01%
+191,442
New +$5.1M
HWM icon
1052
Howmet Aerospace
HWM
$105B
$4.16M 0.01%
53,630
-550,738
-91% -$41.7M
LQDA icon
1053
Liquidia Corp
LQDA
$6.29B
$4.15M 0.01%
346,125
+53,270
+18% +$707K
MMM icon
1054
3M
MMM
$92.3B
$4.13M 0.01%
40,436
-1,320,406
-97% -$129M
DAWN
1055
DELISTED
Day One Biopharmaceuticals
DAWN
$4.12M 0.01%
299,206
+278,794
+1,366% +$4.08M
DOO
1056
Bombardier Recreational Products
DOO
$4.68B
$4.11M 0.01%
64,253
-29,780
-32% -$2.01M
ACHR icon
1057
Archer Aviation
ACHR
$4.67B
$4.08M 0.01%
1,159,112
-360,598
-24% -$1.34M
SIL icon
1058
Global X Silver Miners ETF NEW
SIL
$5.44B
$4.08M 0.01%
130,700
+28,200
+28% +$907K
NOVA
1059
DELISTED
Sunnova Energy
NOVA
$4.07M 0.01%
729,617
-1,526,863
-68% -$7.26M
INFN
1060
DELISTED
Infinera Corporation Common Stock
INFN
$4.07M 0.01%
668,357
+576,133
+625% +$3.05M
HTBK
1061
DELISTED
Heritage Commerce
HTBK
$4.07M 0.01%
467,351
+10,095
+2% +$82.1K
ESE icon
1062
ESCO Technologies
ESE
$7.14B
$4.06M 0.01%
38,692
+26,292
+212% +$2.77M
EQC
1063
DELISTED
Equity Commonwealth
EQC
$4.06M 0.01%
209,280
-196,213
-48% -$3.74M
BWXT icon
1064
BWX Technologies
BWXT
$13.7B
$4.05M 0.01%
42,618
+40,157
+1,632% +$3.72M
ALG icon
1065
Alamo Group
ALG
$2.01B
$4.04M 0.01%
23,362
+6,863
+42% +$1.34M
HOLX
1066
DELISTED
Hologic
HOLX
$4.04M 0.01%
54,389
+35,335
+185% +$2.65M
DMC
1067
Del Monte Corp
DMC
$1.51B
$4.04M 0.01%
184,745
-34,396
-16% -$827K
HWC icon
1068
Hancock Whitney
HWC
$6.01B
$4.03M 0.01%
84,209
+53,018
+170% +$2.42M
VRE
1069
DELISTED
Veris Residential
VRE
$4.01M 0.01%
267,597
+163,610
+157% +$2.44M
RIG icon
1070
PUT
Transocean
RIG
$6.44B
$4.01M 0.01%
750,000
– –
QFIN icon
1071
Qfin Holdings
QFIN
$1.34B
$4.01M 0.01%
203,360
+7,309
+4% +$143K
GLAD icon
1072
Gladstone Capital
GLAD
$448M
$3.99M 0.01%
171,551
+39,451
+30% +$860K
DTE icon
1073
DTE Energy
DTE
$28.2B
$3.99M 0.01%
35,924
-11,602
-24% -$1.3M
DCH
1074
Dauch Corp
DCH
$1.53B
$3.98M 0.01%
569,049
-267,850
-32% -$1.98M
CFFN icon
1075
Capitol Federal Financial
CFFN
$1.05B
$3.98M 0.01%
724,338
+461,515
+176% +$2.41M
41 42
43
44 45

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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.