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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
NEM icon
126
Newmont
NEM
$139B
$80.2M 0.18%
1,915,675
+265,907
+16% +$10.9M
IT icon
127
Gartner
IT
$12.4B
$80.1M 0.18%
178,460
+111,943
+168% +$49.8M
SYK icon
128
Stryker
SYK
$126B
$79.2M 0.18%
232,638
+177,932
+325% +$60.3M
EVRG icon
129
Evergy
EVRG
$18.7B
$78.6M 0.18%
1,484,765
-360,499
-20% -$19.2M
LNG icon
130
Cheniere Energy
LNG
$57.3B
$77.8M 0.18%
444,949
+428,999
+2,690% +$68.3M
UPS icon
131
United Parcel Service
UPS
$86.8B
$77.7M 0.18%
567,482
+223,597
+65% +$32M
DHI icon
132
D.R. Horton
DHI
$41.5B
$76.7M 0.17%
544,573
+529,262
+3,457% +$77.8M
ROST icon
133
Ross Stores
ROST
$76.7B
$76.1M 0.17%
523,423
-234,829
-31% -$32.5M
EOG icon
134
EOG Resources
EOG
$80.3B
$75.9M 0.17%
602,755
-486,561
-45% -$62.4M
TLT icon
135
CALL
iShares 20+ Year Treasury Bond ETF
TLT
$45.5B
$75.6M 0.17%
+824,000
New +$75.1M
NET icon
136
Cloudflare
NET
$104B
$75.3M 0.17%
909,681
-907,966
-50% -$73.3M
VALE icon
137
Vale
VALE
$62.1B
$75.1M 0.17%
6,719,889
+4,190,805
+166% +$50.4M
FTAI icon
138
FTAI Aviation
FTAI
$21.5B
$74.5M 0.17%
721,275
+194,166
+37% +$15.4M
IEX icon
139
IDEX
IEX
$17.3B
$74.1M 0.17%
368,294
+107,146
+41% +$23.4M
WFC icon
140
Wells Fargo
WFC
$254B
$73.5M 0.17%
+1,238,127
New +$73.1M
IWB icon
141
iShares Russell 1000 ETF
IWB
$49.3B
$73.4M 0.17%
246,600
+30,800
+14% +$8.84M
ECL icon
142
Ecolab
ECL
$78.9B
$73.1M 0.17%
307,004
-31,461
-9% -$7.27M
NEE.PRS
143
NextEra Energy 7.299% Corporate Units
NEE.PRS
$2.09B
$73M 0.17%
+1,475,000
New +$74M
CAH icon
144
Cardinal Health
CAH
$53.4B
$72.1M 0.16%
733,549
+347,206
+90% +$35.4M
USB icon
145
US Bancorp
USB
$96.7B
$72.1M 0.16%
1,815,891
+1,766,288
+3,561% +$72M
OVV icon
146
Ovintiv
OVV
$18.5B
$71.8M 0.16%
1,530,971
+649,598
+74% +$32.7M
NCLH icon
147
PUT
Norwegian Cruise Line
NCLH
$7.92B
$71.6M 0.16%
3,812,400
+16,400
+0.4% +$288K
HEI icon
148
HEICO Corp
HEI
$49.6B
$71.1M 0.16%
318,040
-11,726
-4% -$2.48M
STLA icon
149
Stellantis
STLA
$20.4B
$70.4M 0.16%
3,544,688
+2,230,999
+170% +$51.7M
TD icon
150
Toronto Dominion Bank
TD
$194B
$70.2M 0.16%
1,276,627
+591,290
+86% +$33.5M
4 5
6
7 8

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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.