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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
+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
(+3%)
Cap. Flow
+$573M
Cap. Flow
% of AUM
1.31%
Top 10 Holdings %
Top 10 Hldgs %
9.28%
Holding
3,471
New
479
Increased
1,205
Reduced
1,169
Closed
480
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Advanced Micro Devices
AMD
|
+$229M |
| 2 |
State Street Health Care Select Sector SPDR ETF
XLV
|
+$212M |
| 3 |
Snowflake
SNOW
|
+$211M |
| 4 |
Lam Research
LRCX
|
+$193M |
| 5 |
CME Group
CME
|
+$191M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Alphabet (Google) Class A
GOOGL
|
+$282M |
| 2 |
PepsiCo
PEP
|
+$239M |
| 3 |
Walmart Inc
WMT
|
+$236M |
| 4 |
General Motors
GM
|
+$223M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
2001
Public Storage
PSA
$60.7B
| $897K | ﹤0.01% |
3,119
+1,416
| +83% | +$390K |
|
2002
Energy Recovery
ERII
$398M
| $896K | ﹤0.01% |
67,450
-6,643
| -9% | -$91.6K |
|
|
FINV
2003
FinVolution Group
FINV
$1.02B
| $895K | ﹤0.01% |
187,670
-288,189
| -61% | -$1.41M |
|
|
BLUE
2004
DELISTED
bluebird bio
BLUE
| $894K | ﹤0.01% |
45,399
-93,303
| -67% | -$1.87M |
|
2005
ProShares Ultra VIX Short-Term Futures ETF
UVXY
$292M
| $894K | ﹤0.01% |
7,591
-27,286
| -78% | -$3.99M |
|
2006
Stock Yards Bancorp
SYBT
$2.54B
| $893K | ﹤0.01% |
17,979
+4,907
| +38% | +$229K |
|
2007
Willis Lease Finance
WLFC
$1.17B
| $892K | ﹤0.01% |
38,634
+14,547
| +60% | +$281K |
|
2008
Intuitive Surgical
ISRG
$132B
| $890K | ﹤0.01% |
2,000
-3
| -0.1% | -$1.2K |
|
|
OLPX
2009
DELISTED
Olaplex Holdings
OLPX
| $887K | ﹤0.01% |
575,866
-232,193
| -29% | -$370K |
|
2010
Titan Machinery
TITN
$444M
| $887K | ﹤0.01% |
55,775
-51,231
| -48% | -$1.07M |
|
2011
Shattuck Labs
STTK
$793M
| $885K | ﹤0.01% |
229,248
+105,069
| +85% | +$854K |
|
2012
Revolution Medicines
RVMD
$45.3B
| $883K | ﹤0.01% |
22,757
-2,400
| -10% | -$89.7K |
|
|
HOUS
2013
DELISTED
Anywhere Real Estate
HOUS
| $883K | ﹤0.01% |
266,728
-204,515
| -43% | -$956K |
|
|
GTLS
2014
DELISTED
Chart Industries
GTLS
| $881K | ﹤0.01% |
6,104
-7,189
| -54% | -$1.08M |
|
2015
Tredegar Corp
TG
$278M
| $879K | ﹤0.01% |
183,567
-6,749
| -4% | -$39.3K |
|
2016
Samsara
IOT
$23.5B
| $879K | ﹤0.01% |
26,076
-1,344,524
| -98% | -$46.4M |
|
2017
Travel + Leisure Co
TNL
$4.48B
| $878K | ﹤0.01% |
19,521
-137,023
| -88% | -$6.15M |
|
2018
Shore Bancshares
SHBI
$775M
| $870K | ﹤0.01% |
75,989
+37,509
| +97% | +$407K |
|
2019
Bar Harbor Bankshares
BHB
$664M
| $870K | ﹤0.01% |
32,365
+6,911
| +27% | +$177K |
|
2020
PUT
Bread Financial
BFH
$4.04B
| $869K | ﹤0.01% |
19,500
| – | – |
|
|
XRN
2021
Chiron Real Estate Inc
XRN
$494M
| $868K | ﹤0.01% |
+19,126
| New | +$831K |
|
|
NXRT
2022
NexPoint Residential Trust
NXRT
$631M
| $868K | ﹤0.01% |
21,958
-11,901
| -35% | -$418K |
|
2023
Arrow Financial
AROW
$710M
| $867K | ﹤0.01% |
33,296
+13,931
| +72% | +$334K |
|
2024
Mission Produce
AVO
$1.16B
| $862K | ﹤0.01% |
87,224
+70,744
| +429% | +$809K |
|
2025
Similarweb
SMWB
$793M
| $861K | ﹤0.01% |
110,837
-21,660
| -16% | -$169K |
|
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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.