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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
OPY icon
1301
Oppenheimer Holdings
OPY
$1.24B
$2.73M 0.01%
56,988
-6,950
-11% -$297K
LNTH icon
1302
Lantheus
LNTH
$6.59B
$2.72M 0.01%
33,916
-1,071
-3% -$78.6K
CBU icon
1303
Community Bank
CBU
$3.31B
$2.72M 0.01%
+57,673
New +$2.61M
ORRF icon
1304
Orrstown Financial Services
ORRF
$823M
$2.72M 0.01%
+99,497
New +$2.58M
ATS icon
1305
ATS Corp
ATS
$1.93B
$2.72M 0.01%
84,205
-11,700
-12% -$378K
HUBS icon
1306
HubSpot
HUBS
$12B
$2.72M 0.01%
4,610
-6,090
-57% -$3.73M
DVAX
1307
DELISTED
Dynavax Technologies
DVAX
$2.72M 0.01%
241,904
+108,095
+81% +$1.26M
FRME icon
1308
First Merchants
FRME
$2.61B
$2.71M 0.01%
81,508
+74,359
+1,040% +$2.49M
RNST icon
1309
Renasant Corp
RNST
$3.75B
$2.71M 0.01%
88,674
+62,444
+238% +$1.86M
ARKW icon
1310
ARK Web x.0 ETF
ARKW
$1.83B
$2.71M 0.01%
34,700
-104,600
-75% -$8.07M
SEI
1311
Solaris Energy Infrastructure
SEI
$3.57B
$2.71M 0.01%
315,572
-85,272
-21% -$746K
CAN
1312
Canaan Creative
CAN
$283M
$2.7M 0.01%
2,704,721
+1,761,498
+187% +$1.86M
NVRO
1313
DELISTED
NEVRO CORP.
NVRO
$2.7M 0.01%
321,125
-159,134
-33% -$1.7M
CNMD icon
1314
CONMED
CNMD
$1.53B
$2.69M 0.01%
38,785
-25,184
-39% -$1.84M
ALCY
1315
DELISTED
Alchemy Investments Acquisition Corp 1
ALCY
$2.68M 0.01%
250,000
– –
PDD icon
1316
Pinduoduo
PDD
$125B
$2.67M 0.01%
+20,100
New +$2.72M
AMRC icon
1317
Ameresco
AMRC
$1.12B
$2.67M 0.01%
92,625
+16,926
+22% +$467K
TXG icon
1318
10x Genomics
TXG
$8.57B
$2.66M 0.01%
136,777
+93,425
+216% +$2.45M
RVLV icon
1319
Revolve Group
RVLV
$1.65B
$2.66M 0.01%
167,033
-42,439
-20% -$812K
AZZ icon
1320
AZZ Inc
AZZ
$4.19B
$2.65M 0.01%
+34,315
New +$2.68M
KFRC icon
1321
Kforce
KFRC
$1.03B
$2.65M 0.01%
42,654
-116
-0.3% -$7.37K
WS icon
1322
Worthington Steel
WS
$1.73B
$2.64M 0.01%
79,286
+30,578
+63% +$1M
PLRX icon
1323
Pliant Therapeutics
PLRX
$71.2M
$2.64M 0.01%
245,572
+138,548
+129% +$1.79M
CRM icon
1324
Salesforce
CRM
$170B
$2.63M 0.01%
+10,216
New +$2.73M
IBTX
1325
DELISTED
Independent Bank Group, Inc.
IBTX
$2.62M 0.01%
57,642
-28,441
-33% -$1.21M
51 52
53
54 55

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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.