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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
+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 | |
|---|---|---|---|---|---|---|
|
NXH
2351
Neighborhood Intelligence Inc
NXH
$374M
| $1.97M | ﹤0.01% |
361,162
-987,449
| -73% | -$7.17M |
|
2352
Rocket Lab Corp
RKLB
$42.6B
| $1.97M | ﹤0.01% |
+28,262
| New | +$1.62M |
|
2353
Primis Financial Corp
FRST
$399M
| $1.97M | ﹤0.01% |
141,371
-5,058
| -3% | -$57.2K |
|
|
TEM
2354
PUT
Tempus AI
TEM
$12.4B
| $1.97M | ﹤0.01% |
33,300
+14,300
| +75% | +$1.12M |
|
2355
Newell Brands
NWL
$2.56B
| $1.96M | ﹤0.01% |
528,210
+362,926
| +220% | +$1.47M |
|
2356
Citizens Financial Group
CFG
$29.7B
| $1.96M | ﹤0.01% |
33,625
-154,438
| -82% | -$8.3M |
|
|
CHAR
2357
Charlton Aria Acquisition Corp
CHAR
$120M
| $1.96M | ﹤0.01% |
187,500
| – | – |
|
2358
Stoneridge
SRI
$207M
| $1.96M | ﹤0.01% |
338,234
+44,746
| +15% | +$282K |
|
2359
US Physical Therapy
USPH
$1.17B
| $1.95M | ﹤0.01% |
25,026
-35,241
| -58% | -$2.86M |
|
2360
PUT
Valero Energy
VLO
$101B
| $1.95M | ﹤0.01% |
12,000
+4,000
| +50% | +$678K |
|
2361
MVB Financial
MVBF
$390M
| $1.95M | ﹤0.01% |
75,619
+62,589
| +480% | +$1.66M |
|
|
AVBH
2362
Avidbank Holdings
AVBH
$350M
| $1.95M | ﹤0.01% |
73,294
+34,896
| +91% | +$905K |
|
2363
Paysign
PAYS
$751M
| $1.95M | ﹤0.01% |
377,745
-127,142
| -25% | -$686K |
|
2364
Viemed Healthcare
VMD
$352M
| $1.94M | ﹤0.01% |
261,714
+10,304
| +4% | +$70.6K |
|
2365
PUT
KLA
KLAC
$237B
| $1.94M | ﹤0.01% |
+16,000
| New | +$1.88M |
|
2366
FRP Holdings
FRPH
$426M
| $1.94M | ﹤0.01% |
85,300
+15,676
| +23% | +$371K |
|
2367
Certara
CERT
$1.24B
| $1.94M | ﹤0.01% |
220,587
-220,394
| -50% | -$2.27M |
|
2368
NEOS S&P 500 High Income ETF
SPYI
$11.5B
| $1.94M | ﹤0.01% |
36,900
-274,600
| -88% | -$14.4M |
|
2369
POET Technologies
POET
$1.36B
| $1.93M | ﹤0.01% |
+305,639
| New | +$1.94M |
|
2370
Consensus Cloud Solutions
CCSI
$698M
| $1.93M | ﹤0.01% |
88,511
+39,418
| +80% | +$970K |
|
2371
Taysha Gene Therapies
TSHA
$1.95B
| $1.93M | ﹤0.01% |
351,126
+285,021
| +431% | +$1.38M |
|
2372
Kyverna Therapeutics
KYTX
$537M
| $1.93M | ﹤0.01% |
205,267
+72,816
| +55% | +$541K |
|
|
GRMN
2373
Garmin
GRMN
$55.4B
| $1.92M | ﹤0.01% |
+9,461
| New | +$2.06M |
|
2374
BlackRock Health Sciences Trust
BME
$597M
| $1.91M | ﹤0.01% |
46,481
| – | – |
|
2375
Ollie's Bargain Outlet
OLLI
$4.48B
| $1.91M | ﹤0.01% |
17,437
+9,390
| +117% | +$1.13M |
|
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.