What smart money is saying about Take-Two Interactive Software Inc.
TTWO
No fund has written a full thesis on Take-Two Interactive Software Inc. in our archive, but 3 fund letters report a position in it — most recently Crossroads Capital Investment Partners, LP in June 2026.
Get an email when a fund writes about it
3
Reported positions
2
Bought
1
Sold
4
Letters
Position history
Between Q1 2026 and Q2 2026, 3 fund letters reported a position in Take-Two Interactive Software Inc. — 2 opened or added to the position, 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 1 | 0 | 0 |
| Q1 2026 | 2 | 1 | 1 | 0 |
Fund activity · 3 positions · 3 moves
- New positionCrossroads Capital Investment Partners, LPJune 2026
“We also initiated a position in Take-Two Interactive Software in June”
Take-Two Interactive Software Inc. - March 2026
“Take-Two Interactive Software Inc. develops, publishes, and markets interactive entertainment, including titles such as Grand Theft Auto, LA Noire, Max Payne, Midnight Club, and Red Dead Redemption. Its shares sold off -23% amid speculation that Google’s launch of Project Genie will affect game-developing companies. In our research, we determined that Genie does not pose a threat and believe the most important aspect is each company’s intellectual property. Take-Two’s fiscal third-quarter results give us confidence, and management reiterated that Grand Theft Auto 6 will launch in November. We added to the position on weakness.”
Take-Two Interactive Software Inc. - March 2026
“Take-Two Interactive Software, Inc. (TTWO) has been a strong performer and has now grown into a $30 billion-plus market cap company; we exited our position.”
Take-Two Interactive Software Inc.
Also mentioned · 1
These funds discuss Take-Two Interactive Software Inc. — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedTimesSquare U.S. Mid Cap GrowthJune 2026
“Take-Two Interactive Software Inc., a developer, publisher, and marketer of interactive entertainment, jumped 27%.”
Take-Two Interactive Software Inc.
Read the letters behind these Take-Two Interactive Software Inc. positions
Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves — and to Warren AI, which reads all of them for you.
View plans→Share this ledger