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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
SFBS
1851
ServisFirst Bancshares
SFBS
$4.72B
$1.18M ﹤0.01%
37,432
+11,500
+44% +$355K
INTA icon
1852
Intapp
INTA
$3.15B
$1.18M ﹤0.01%
32,216
-7,945
-20% -$270K
DHIL
1853
DELISTED
Diamond Hill
DHIL
$1.18M ﹤0.01%
8,372
+813
+11% +$122K
DADA
1854
DELISTED
Dada Nexus
DADA
$1.17M ﹤0.01%
931,905
+374,734
+67% +$674K
CSR
1855
Centerspace
CSR
$910M
$1.17M ﹤0.01%
17,362
+5,303
+44% +$349K
KYTX icon
1856
Kyverna Therapeutics
KYTX
$540M
$1.17M ﹤0.01%
156,296
+135,454
+650% +$2.07M
HSHP
1857
Himalaya Shipping
HSHP
$778M
$1.17M ﹤0.01%
127,633
+98,009
+331% +$831K
HQY icon
1858
HealthEquity
HQY
$8.72B
$1.16M ﹤0.01%
13,500
+8,740
+184% +$706K
WAFD icon
1859
WaFd
WAFD
$2.68B
$1.16M ﹤0.01%
+40,666
New +$1.13M
ESLT icon
1860
Elbit Systems
ESLT
$34B
$1.16M ﹤0.01%
+6,576
New +$1.28M
MGA icon
1861
Magna International
MGA
$17.9B
$1.16M ﹤0.01%
27,641
+7,873
+40% +$368K
THFF icon
1862
First Financial Corp
THFF
$945M
$1.15M ﹤0.01%
31,300
+8,900
+40% +$327K
ARTNA icon
1863
Artesian Resources
ARTNA
$366M
$1.15M ﹤0.01%
32,705
+24,340
+291% +$881K
ACMR icon
1864
ACM Research
ACMR
$5.49B
$1.15M ﹤0.01%
49,685
-388,880
-89% -$9.84M
PACB icon
1865
Pacific Biosciences
PACB
$454M
$1.14M ﹤0.01%
835,420
+646,728
+343% +$1.31M
ZLAB icon
1866
Zai Lab
ZLAB
$2.97B
$1.14M ﹤0.01%
+65,888
New +$1.16M
VXX icon
1867
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
$135M
$1.14M ﹤0.01%
26,135
-206,345
-89% -$10.3M
BFS
1868
Saul Centers
BFS
$839M
$1.14M ﹤0.01%
31,020
+21,412
+223% +$783K
LWAY icon
1869
Lifeway Foods
LWAY
$396M
$1.14M ﹤0.01%
89,310
+70,044
+364% +$1.27M
CELC icon
1870
Celcuity
CELC
$4.58B
$1.14M ﹤0.01%
69,437
+25,216
+57% +$422K
SRAD icon
1871
Sportradar
SRAD
$3.84B
$1.13M ﹤0.01%
101,411
-7,352
-7% -$76.4K
CCC
1872
CCC Intelligent Solutions
CCC
$4.38B
$1.13M ﹤0.01%
101,840
-263,592
-72% -$3M
FBK icon
1873
FB Financial Corp
FBK
$2.88B
$1.13M ﹤0.01%
+28,974
New +$1.07M
MAT icon
1874
Mattel
MAT
$4.3B
$1.13M ﹤0.01%
69,337
-479,901
-87% -$8.7M
DNOW icon
1875
DNOW Inc
DNOW
$2.81B
$1.13M ﹤0.01%
82,000
-250,116
-75% -$3.56M
73 74
75
76 77

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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.