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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
+3.47%
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
$70.9B
AUM Growth
+$3.72B
(+5.5%)
Cap. Flow
+$541M
Cap. Flow
% of AUM
0.76%
Top 10 Holdings %
Top 10 Hldgs %
4.9%
Holding
4,545
New
899
Increased
1,598
Reduced
1,287
Closed
504
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$395M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
+$321M |
| 3 |
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
|
+$318M |
| 4 |
ServiceNow
NOW
|
+$272M |
| 5 |
Schwab US REIT ETF
SCHH
|
+$248M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street Financial Select Sector SPDR ETF
XLF
|
+$547M |
| 2 |
State Street Consumer Staples Select Sector SPDR ETF
XLP
|
+$447M |
| 3 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$377M |
| 4 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$299M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$269M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 15.53% |
| 2 | Financials | 13% |
| 3 | Industrials | 11.22% |
| 4 | Healthcare | 10.29% |
| 5 | Consumer Discretionary | 9.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1376
Enovix
ENVX
$746M
| $6.58M | 0.01% |
900,767
-300,230
| -25% | -$2.91M |
|
1377
Microvast
MVST
$295M
| $6.57M | 0.01% |
2,347,190
+940,534
| +67% | +$3.93M |
|
|
NHIC
1378
NewHold Investment Corp III
NHIC
$293M
| $6.57M | 0.01% |
634,375
| – | – |
|
1379
MGE Energy Inc
MGEE
$3B
| $6.57M | 0.01% |
83,784
+3,026
| +4% | +$249K |
|
1380
CNO Financial Group
CNO
$5.06B
| $6.57M | 0.01% |
154,678
+59,222
| +62% | +$2.41M |
|
|
DEA
1381
Easterly Government Properties
DEA
$1.17B
| $6.57M | 0.01% |
309,952
+265,072
| +591% | +$5.75M |
|
|
HVII
1382
Hennessy Capital Investment Corp VII
HVII
$190M
| $6.57M | 0.01% |
634,375
| – | – |
|
|
CMA
1383
DELISTED
Comerica
CMA
| $6.56M | 0.01% |
75,472
-330,172
| -81% | -$26.6M |
|
1384
Norfolk Southern
NSC
$79.2B
| $6.55M | 0.01% |
22,693
+13,473
| +146% | +$3.9M |
|
1385
Philip Morris
PM
$303B
| $6.52M | 0.01% |
40,645
-30,357
| -43% | -$4.7M |
|
1386
UBS Group
UBS
$167B
| $6.51M | 0.01% |
+140,530
| New | +$5.68M |
|
1387
SP Funds S&P 500 Sharia ETF
SPUS
$3.06B
| $6.51M | 0.01% |
127,400
+48,500
| +61% | +$2.46M |
|
1388
Janux Therapeutics
JANX
$1.15B
| $6.5M | 0.01% |
471,009
+367,533
| +355% | +$8.64M |
|
|
SZZL
1389
Sizzle Acquisition Corp II
SZZL
$327M
| $6.49M | 0.01% |
639,026
| – | – |
|
1390
T. Rowe Price
TROW
$24B
| $6.49M | 0.01% |
63,346
+30,006
| +90% | +$3.1M |
|
1391
Keros Therapeutics
KROS
$220M
| $6.48M | 0.01% |
318,439
+235,916
| +286% | +$4.14M |
|
1392
SLR Investment Corp
SLRC
$682M
| $6.48M | 0.01% |
419,093
+38,974
| +10% | +$594K |
|
|
BACC
1393
Blue Acquisition Corp
BACC
$293M
| $6.48M | 0.01% |
634,375
| – | – |
|
1394
Ero Copper
ERO
$4.09B
| $6.48M | 0.01% |
+228,900
| New | +$5.33M |
|
1395
EPAM Systems
EPAM
$5.64B
| $6.46M | 0.01% |
31,554
+5,222
| +20% | +$931K |
|
1396
PepsiCo
PEP
$194B
| $6.46M | 0.01% |
44,998
+38,202
| +562% | +$5.61M |
|
1397
Washington Trust Bancorp
WASH
$758M
| $6.45M | 0.01% |
218,332
+36,640
| +20% | +$1.04M |
|
1398
Fidelity Value Factor ETF
FVAL
$1.36B
| $6.45M | 0.01% |
89,200
-10,600
| -11% | -$748K |
|
1399
Mercado Libre
MELI
$98.9B
| $6.45M | 0.01% |
3,200
-79,929
| -96% | -$168M |
|
1400
Coca-Cola
KO
$388B
| $6.45M | 0.01% |
92,194
+59,600
| +183% | +$4.15M |
|
Similar funds
John Overdeck's Q4 2025 Portfolio in Review
As of Q4 2025, John Overdeck held 4,545 positions worth $70.9B, up 5.5% from $67.2B the previous quarter. Its ten largest holdings account for 4.9% of the portfolio.
John Overdeck's Q4 2025 filing shows 899 new, 1,598 increased, 1,287 reduced and 504 closed positions. Its largest new stake was Vanguard Real Estate ETF: 3,573,400 shares worth $316M. The largest sale was State Street Financial Select Sector SPDR ETF, an estimated $547M.
By sector, the portfolio is most concentrated in Technology at 16% of assets, down from 16% a quarter earlier, followed by Financials and Industrials.
- John Overdeck's largest Q4 2025 buy was Vanguard Real Estate ETF: 3,573,400 shares worth $316M.
- John Overdeck added most to State Street Technology Select Sector SPDR ETF in Q4 2025, an estimated $395M increase.
- John Overdeck's biggest Q4 2025 reduction was State Street Financial Select Sector SPDR ETF, cutting an estimated $547M.
- John Overdeck fully exited State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2025, selling an estimated $240M.
- John Overdeck's ten largest holdings make up 4.9% of its $70.9B portfolio in Q4 2025.
- John Overdeck opened 899 new positions and closed 504 in Q4 2025.
- John Overdeck's portfolio value rose 5.5% quarter-over-quarter to $70.9B.
Based on Two Sigma Investments's 13F filing for Q4 2025, filed 17 Feb 2026.