John Overdeck Two Sigma Investments
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.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Cloudflare
NET
|
+$299M |
| 2 |
Advanced Micro Devices
AMD
|
+$249M |
| 3 |
Pfizer
PFE
|
+$227M |
| 4 |
Thermo Fisher Scientific
TMO
|
+$212M |
| 5 |
NVIDIA
NVDA
|
+$210M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Lam Research
LRCX
|
+$241M |
| 2 |
Cisco
CSCO
|
+$234M |
| 3 |
Analog Devices
ADI
|
+$198M |
| 4 |
Mondelez International
MDLZ
|
+$185M |
| 5 |
Philip Morris
PM
|
+$182M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 17.01% |
| 2 | Healthcare | 15.79% |
| 3 | Consumer Discretionary | 10.3% |
| 4 | Industrials | 9.92% |
| 5 | Financials | 8.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
State Street SPDR S&P 500 ETF Trust
SPY
$809B
| $295M | 0.63% |
620,963
+241,698
| +64% | +$111M |
|
|
2
Advanced Micro Devices
AMD
$773B
| $274M | 0.59% |
1,905,629
+1,852,443
| +3,483% | +$249M |
|
3
Coca-Cola
KO
$392B
| $274M | 0.59% |
4,629,986
+424,024
| +10% | +$23.6M |
|
|
4
Pfizer
PFE
$160B
| $271M | 0.58% |
+4,590,528
| New | +$227M |
|
5
Microsoft
MSFT
$3.59T
| $267M | 0.57% |
793,060
-67,682
| -8% | -$21.9M |
|
6
AbbVie
ABBV
$468B
| $261M | 0.56% |
1,926,246
+1,057,631
| +122% | +$125M |
|
7
Johnson & Johnson
JNJ
$651B
| $258M | 0.55% |
1,508,305
+691,361
| +85% | +$113M |
|
8
Canadian Pacific Kansas City
CP
$85B
| $255M | 0.55% |
3,550,234
+1,429,727
| +67% | +$104M |
|
9
Airbnb
ABNB
$110B
| $254M | 0.54% |
1,523,422
+360,006
| +31% | +$63.4M |
|
10
S&P Global
SPGI
$127B
| $253M | 0.54% |
535,981
+20,074
| +4% | +$9.18M |
|
11
Visa
V
$693B
| $247M | 0.53% |
1,140,095
+84,466
| +8% | +$18.1M |
|
12
Charter Communications
CHTR
$17.9B
| $246M | 0.53% |
377,838
+62,121
| +20% | +$42.3M |
|
13
Citigroup
C
$221B
| $245M | 0.52% |
4,056,736
+755,904
| +23% | +$50.3M |
|
14
Bristol-Myers Squibb
BMY
$137B
| $242M | 0.52% |
3,879,801
+174,412
| +5% | +$10.2M |
|
|
15
NVIDIA
NVDA
$5.2T
| $241M | 0.52% |
8,208,610
+7,649,930
| +1,369% | +$210M |
|
16
Honeywell
HON
$68.4B
| $241M | 0.51% |
1,224,530
+162,435
| +15% | +$32.8M |
|
17
Datadog
DDOG
$84.6B
| $239M | 0.51% |
1,342,100
+293,040
| +28% | +$49.7M |
|
|
18
Cloudflare
NET
$104B
| $234M | 0.5% |
+1,781,661
| New | +$299M |
|
19
Atlassian
TEAM
$43.5B
| $232M | 0.5% |
609,264
+63,966
| +12% | +$25.7M |
|
20
Caterpillar
CAT
$381B
| $231M | 0.49% |
1,119,416
-109,691
| -9% | -$22.1M |
|
21
Invesco QQQ Trust
QQQ
$486B
| $230M | 0.49% |
578,722
-14,286
| -2% | -$5.52M |
|
22
Lockheed Martin
LMT
$130B
| $227M | 0.48% |
638,402
+454,194
| +247% | +$157M |
|
|
23
Thermo Fisher Scientific
TMO
$233B
| $226M | 0.48% |
+339,085
| New | +$212M |
|
24
Amgen
AMGN
$238B
| $223M | 0.48% |
992,292
-72,653
| -7% | -$15.3M |
|
25
Merck
MRK
$376B
| $223M | 0.48% |
2,907,647
-94,140
| -3% | -$7.5M |
|
Similar funds
John Overdeck's Q4 2021 Portfolio in Review
As of Q4 2021, John Overdeck held 5,171 positions worth $46.8B, up 4.6% from $44.7B the previous quarter. Its ten largest holdings account for 5.7% of the portfolio.
John Overdeck's Q4 2021 filing shows 995 new, 1,525 increased, 1,628 reduced and 977 closed positions. Its largest new stake was Cloudflare: 1,781,661 shares worth $234M. The largest sale was Lam Research, an estimated $241M.
By sector, the portfolio is most concentrated in Technology at 17% of assets, up from 16% a quarter earlier, followed by Healthcare and Consumer Discretionary.
- John Overdeck's largest Q4 2021 buy was Cloudflare: 1,781,661 shares worth $234M.
- John Overdeck added most to Advanced Micro Devices in Q4 2021, an estimated $249M increase.
- John Overdeck's biggest Q4 2021 reduction was Mondelez International, cutting an estimated $185M.
- John Overdeck fully exited Lam Research in Q4 2021, selling an estimated $241M.
- John Overdeck's ten largest holdings make up 5.7% of its $46.8B portfolio in Q4 2021.
- John Overdeck opened 995 new positions and closed 977 in Q4 2021.
- John Overdeck's portfolio value rose 4.6% quarter-over-quarter to $46.8B.
Based on Two Sigma Investments's 13F filing for Q4 2021, filed 14 Feb 2022.