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TWO SIGMA INVESTMENTS, LP: SMCI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TWO SIGMA INVESTMENTS, LP on SMCI, newest first. How the timeline and the estimate are built.

TWO SIGMA INVESTMENTS, LP held 9,783,845 SMCI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,783,845 shares
    Change vs previous 13F +8,876,913 shares

    0.22% of the 13F portfolio, value $286,960,174.

    13F-HR 0000899140-26-000855 filed by TWO SIGMA INVESTMENTS, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 906,932 shares
    Share basis changed not comparable

    Membership change: TWO SIGMA ADVISERS, LP left the group. 0.02% of the 13F portfolio, value $20,650,842.

    13F-HR 0000899140-26-000547 filed by TWO SIGMA INVESTMENTS, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 161,144 shares
    Change vs previous 13F -1,235,490 shares

    0.01% of the 13F portfolio, value $4,716,685.

    13F-HR 0000899140-26-000232 filed by TWO SIGMA INVESTMENTS, LP
    Filed (acceptance time not in the bulk data set), ingested

    • TWO SIGMA INVESTMENTS, LP: 161,144 shares
    • TWO SIGMA ADVISERS, LP: 0 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,396,634 shares
    Change vs previous 13F +1,224,315 shares

    0.06% of the 13F portfolio, value $66,954,634.

    13F-HR 0000899140-25-001286 filed by TWO SIGMA INVESTMENTS, LP
    Filed (acceptance time not in the bulk data set), ingested

    • TWO SIGMA INVESTMENTS, LP: 1,094,334 shares
    • TWO SIGMA ADVISERS, LP: 302,300 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 172,319 shares
    Change vs previous 13F -75 shares

    0.02% of the 13F portfolio, value $8,445,354.

    13F-HR 0000899140-25-000964 filed by TWO SIGMA INVESTMENTS, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 172,394 shares
    Change vs previous 13F +4,109 shares

    0.01% of the 13F portfolio, value $5,902,771.

    13F-HR 0000899140-25-000680 filed by TWO SIGMA INVESTMENTS, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 168,285 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,129,327.

    13F-HR 0000899140-25-000265 filed by TWO SIGMA INVESTMENTS, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).