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John Overdeck Two Sigma Investments
AUM
$138B
Turnover
29.02%
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
+5.58%
1 Year Est. Return
+41.87%
3 Year Est. Return
+122.61%
5 Year Est. Return
+129.48%
10 Year Est. Return
+649.66%
AUM
$45.9B
AUM Growth
+$219M
(+0.48%)
Cap. Flow
-$2.44B
Cap. Flow % of AUM
Cap. Flow %
-5.33%
Top 10 Holdings %
Top 10 Hldgs %
7.23%
Holding
3,590
New
477
Increased
1,151
Reduced
1,388
Closed
426
Avg Time Held
Equity + Options
1.5
years
Top 10 Avg Time Held
Equity + Options
0.4
years
Top 20 Avg Time Held
Equity + Options
0.2
years
Avg Time Held Equity only
1.5
years
Top 10 Avg Time Held Equity only
0.4
years
Top 20 Avg Time Held Equity only
0.3
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Intel
INTC
|
+$267M |
| 2 |
Amazon
AMZN
|
+$243M |
| 3 |
Applied Materials
AMAT
|
+$242M |
| 4 |
Airbnb
ABNB
|
+$221M |
| 5 |
Meta Platforms (Facebook)
META
|
+$213M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Micron Technology
MU
|
+$262M |
| 2 |
Bristol-Myers Squibb
BMY
|
+$259M |
| 3 |
Wells Fargo
WFC
|
+$238M |
| 4 |
Broadcom
AVGO
|
+$233M |
| 5 |
Applovin
APP
|
+$225M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 21.51% |
| 2 | Technology | 15.95% |
| 3 | Healthcare | 13.56% |
| 4 | Financials | 11.46% |
| 5 | Consumer Discretionary | 9.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1
iShares Russell 1000 Growth ETF
IWF
$123B
| $385M | 0.84% |
3,832,000
+1,702,400
| +80% | +$167M |
2023 Q2
6 quarters
|
|
2
Invesco QQQ Trust
QQQ
$475B
| $380M | 0.83% |
743,078
-55,372
| -7% | -$28M |
2019 Q1
23 quarters
|
|
3
State Street SPDR S&P 500 ETF Trust
SPY
$810B
| $368M | 0.8% |
627,271
-238,671
| -28% | -$141M |
2016 Q1
35 quarters
|
|
4
Vanguard Morningstar Growth ETF
VUG
$224B
| $355M | 0.77% |
5,185,800
+2,656,200
| +105% | +$178M |
2023 Q2
6 quarters
|
|
5
iShares Core S&P 500 ETF
IVV
$876B
| $330M | 0.72% |
560,100
+304,700
| +119% | +$180M |
2023 Q2
6 quarters
|
|
6
State Street Health Care Select Sector SPDR ETF
XLV
$46.6B
| $326M | 0.71% |
2,371,357
+860,157
| +57% | +$126M |
2022 Q2
10 quarters
|
|
|
7
CALL
State Street SPDR S&P 500 ETF Trust
SPY
$810B
| $297M | 0.65% |
506,300
+503,400
| +17,359% | +$297M |
2024 Q2
2 quarters
|
|
|
8
PUT
State Street SPDR S&P 500 ETF Trust
SPY
$810B
| $297M | 0.65% |
506,300
+472,100
| +1,380% | +$278M |
2024 Q2
2 quarters
|
|
9
State Street Technology Select Sector SPDR ETF
XLK
$121B
| $294M | 0.64% |
2,533,000
+641,898
| +34% | +$74.7M |
2022 Q2
10 quarters
|
|
10
Apple
AAPL
$5.07T
| $283M | 0.62% |
1,130,602
-21,756
| -2% | -$5.13M |
2019 Q4
20 quarters
|
|
|
11
Amazon
AMZN
$2.68T
| $264M | 0.58% |
1,202,242
+1,186,542
| +7,558% | +$243M |
2021 Q3
13 quarters
|
|
12
Roblox
RBLX
$37.8B
| $261M | 0.57% |
4,514,666
+921,822
| +26% | +$46.4M |
2022 Q3
9 quarters
|
|
13
Alphabet (Google) Class A
GOOGL
$3.92T
| $258M | 0.56% |
1,365,398
-168,508
| -11% | -$29.5M |
2022 Q3
9 quarters
|
|
14
DoorDash
DASH
$77.7B
| $256M | 0.56% |
1,525,461
-376,306
| -20% | -$61.8M |
2022 Q2
10 quarters
|
|
15
Microsoft
MSFT
$3.89T
| $253M | 0.55% |
600,769
-9,890
| -2% | -$4.21M |
2023 Q2
6 quarters
|
|
16
Netflix
NFLX
$274B
| $249M | 0.54% |
2,796,770
+929,350
| +50% | +$76.5M |
2023 Q1
7 quarters
|
|
17
Eli Lilly
LLY
$1.14T
| $249M | 0.54% |
322,690
+122,954
| +62% | +$102M |
2023 Q3
5 quarters
|
|
18
NVIDIA
NVDA
$5.09T
| $245M | 0.53% |
1,821,145
-235,443
| -11% | -$32.5M |
2023 Q1
7 quarters
|
|
19
SoFi Technologies
SOFI
$18.9B
| $244M | 0.53% |
15,866,755
+12,943,428
| +443% | +$168M |
2024 Q3
1 quarter
|
|
20
Tesla
TSLA
$1.47T
| $242M | 0.53% |
+599,264
| New | +$193M |
2024 Q4
0 quarters
|
|
21
Qualcomm
QCOM
$188B
| $241M | 0.53% |
1,567,873
+142,749
| +10% | +$23.4M |
2023 Q2
6 quarters
|
|
22
CME Group
CME
$110B
| $241M | 0.53% |
1,036,991
-112,848
| -10% | -$26M |
2013 Q3
45 quarters
|
|
|
23
Meta Platforms (Facebook)
META
$1.64T
| $238M | 0.52% |
406,230
+363,612
| +853% | +$213M |
2023 Q2
6 quarters
|
|
|
24
Intel
INTC
$460B
| $237M | 0.52% |
+11,843,258
| New | +$267M |
2024 Q4
0 quarters
|
|
25
State Street SPDR Portfolio S&P 500 ETF
SPYM
$181B
| $237M | 0.52% |
3,437,600
+2,137,200
| +164% | +$148M |
2023 Q2
6 quarters
|
|
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John Overdeck's Q4 2024 Portfolio in Review
As of Q4 2024, John Overdeck held 3,590 positions worth $45.9B, up 0.48% from $45.6B the previous quarter. Its ten largest holdings account for 7.2% of the portfolio.
John Overdeck withdrew a net $2.44B in Q4 2024, closing 426 positions and reducing 1,388 holdings. Its most notable exit was iShares MSCI Emerging Markets ETF, an estimated $184M position sold in full.
By sector, the portfolio is most concentrated in Miscellaneous at 22% of assets, up from 16% a quarter earlier, followed by Technology and Healthcare.
Against the trend, John Overdeck opened a new position in Intel worth $237M.
- John Overdeck's largest Q4 2024 buy was Intel: 11,843,258 shares worth $237M.
- John Overdeck added most to Amazon in Q4 2024, an estimated $243M increase.
- John Overdeck's biggest Q4 2024 reduction was Micron Technology, cutting an estimated $262M.
- John Overdeck fully exited iShares MSCI Emerging Markets ETF in Q4 2024, selling an estimated $184M.
- John Overdeck's ten largest holdings make up 7.2% of its $45.9B portfolio in Q4 2024.
- John Overdeck opened 477 new positions and closed 426 in Q4 2024.
- John Overdeck's portfolio value rose 0.48% quarter-over-quarter to $45.9B.
Based on Two Sigma Investments's 13F filing for Q4 2024, filed 14 Feb 2025.