Two Sigma Investments, Lp Portfolio Stock Holdings

Two Sigma Investments, Lp disclosed 3679 stock positions valued at approximately $120.5 billion in its latest SEC 13F filing. The largest holdings include NVIDIA CORPORATION, APPLE INC, and AMAZON COM INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.

Report Period
March 31, 2026
No. of Stocks
3679
Portfolio Value
$120.5B
Holdings by Sector
Two Sigma Investments, Lp Portfolio Holdings in Q1 2026

3027 holdings in the latest reporting period.

Page 1 of 31
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
NVIDIA CORPORATIONNVDATechnology1.63%11,234,245+10,028,554+831.77%$1,959,252,328
APPLE INCAAPLTechnology1.25%5,944,443+5,052,600+566.53%$1,508,640,189
AMAZON COM INCAMZNConsumer Cyclical1.09%6,335,167+5,186,930+451.73%$1,319,425,231
ALPHABET INCGOOGLCommunication Services1.06%4,431,628+4,405,228+16686.47%$1,274,358,948
TESLA INCTSLAConsumer Cyclical0.90%2,912,899+2,344,541+412.51%$1,082,870,203
JPMORGAN CHASE & COJPMFinancial Services0.81%3,310,888+2,913,874+733.95%$973,930,814
PALANTIR TECHNOLOGIES INCPLTRTechnology0.78%6,430,502+4,866,142+311.06%$940,653,833
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive0.72%874,793+615,669+237.60%$871,669,989
TJX COS INC NEWTJXConsumer Cyclical0.69%5,243,268+3,562,638+211.98%$837,349,900
MASTERCARD INCORPORATEDMAFinancial Services0.69%1,675,098+1,233,602+279.41%$836,979,467
T-MOBILE US INCTMUSCommunication Services0.68%3,891,468+2,707,603+228.71%$817,325,024
LOCKHEED MARTIN CORPLMTIndustrials0.68%1,349,172+864,657+178.46%$815,426,065
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services0.64%1,621,590+1,189,436+275.23%$777,065,928
MICRON TECHNOLOGY INCMUTechnology0.64%2,290,444+1,250,555+120.26%$773,803,601
ADOBE INCADBETechnology0.63%3,129,038+2,387,062+321.72%$760,606,557
BRISTOL-MYERS SQUIBB COBMYHealthcare0.58%11,535,106+6,873,064+147.43%$699,604,179
PROGRESSIVE CORPPGRFinancial Services0.58%3,527,808+2,581,531+272.81%$699,352,658
BROADCOM INCAVGOTechnology0.57%2,225,253+2,225,253+100.00%$688,738,056
ROBLOX CORPRBLXCommunication Services0.57%12,043,968+9,036,696+300.49%$681,206,830
ALNYLAM PHARMACEUTICALS INCALNYHealthcare0.55%1,992,577+1,376,457+223.41%$659,283,952
ABBOTT LABORATORIESABTHealthcare0.54%6,388,828+6,388,828+100.00%$655,940,971
INTUITIVE SURGICAL INCISRGHealthcare0.54%1,405,334+945,455+205.59%$647,844,921
REGENERON PHARMACEUTICALSREGNHealthcare0.52%812,236+531,085+188.90%$627,566,023
MORGAN STANLEYMSFinancial Services0.51%3,739,612+2,622,799+234.85%$615,427,947
ROSS STORES INCROSTConsumer Cyclical0.51%2,812,290+2,179,067+344.12%$609,226,383
BOSTON SCIENTIFIC CORPBSXHealthcare0.49%9,411,231+6,939,887+280.81%$590,554,745
CLOUDFLARE INCNETTechnology0.48%2,819,837+1,562,239+124.22%$581,845,167
WASTE CONNECTIONS INCWCNIndustrials0.46%3,444,052+2,364,917+219.15%$559,451,807
INTERACTIVE BROKERS GROUP INIBKRFinancial Services0.46%8,312,971+4,786,150+135.71%$557,550,965
MICROSOFT CORPMSFTTechnology0.42%1,380,837+842,603+156.55%$511,144,432
SCHWAB CHARLES CORPSCHWFinancial Services0.42%5,360,299+2,781,144+107.83%$503,760,900
ASML HLDG NVASMLOther0.42%378,950+320,428+547.53%$500,528,528
KIMBERLY-CLARK CORPKMBConsumer Defensive0.41%5,174,726+3,058,523+144.53%$499,205,817
DELL TECHNOLOGIES INCDELLTechnology0.41%3,033,333+1,558,941+105.73%$497,860,945
CITIGROUP INCCFinancial Services0.40%4,301,867+2,584,534+150.50%$487,874,736
AERCAP HOLDINGS NVAEROther0.40%3,535,599+1,996,703+129.75%$485,013,471
SERVICENOW INCNOWTechnology0.40%4,636,219+3,022,855+187.36%$484,716,696
SANDISK CORPSNDKOther0.40%762,726+47,501+6.64%$484,590,337
BLOOM ENERGY CORPBEIndustrials0.40%3,547,838+1,609,861+83.07%$480,696,571
WASTE MGMT INC DELWMIndustrials0.39%2,039,194+1,132,972+125.02%$468,586,389
MODERNA INCMRNAHealthcare0.38%9,086,404+1,744,308+23.76%$461,589,323
ARISTA NETWORKS INCANETOther0.38%3,758,279+2,127,487+130.46%$461,441,496
UNITEDHEALTH GROUP INCUNHHealthcare0.38%1,700,196+1,675,905+6899.28%$460,056,036
META PLATFORMS INCMETACommunication Services0.37%783,225+774,125+8506.87%$448,106,519
EQUINIX INCEQIXReal Estate0.37%452,267+179,397+65.74%$443,330,204
GENERAL MTRS COGMConsumer Cyclical0.37%5,934,561+2,632,526+79.72%$442,124,795
IONIS PHARMACEUTICALS INCIONSHealthcare0.37%5,857,629+3,198,983+120.32%$439,849,362
AIRBNB INCABNBConsumer Cyclical0.36%3,458,771+1,545,276+80.76%$436,773,602
ALBEMARLE CORPALBBasic Materials0.35%2,320,881+1,059,423+83.98%$416,667,766
HERSHEY COHSYConsumer Defensive0.34%1,975,205+1,788,649+958.77%$410,625,367
NEUROCRINE BIOSCIENCES INCNBIXHealthcare0.33%3,060,570+2,075,759+210.78%$403,199,492
CINTAS CORPCTASIndustrials0.33%2,359,681+1,142,149+93.81%$399,116,444
CHENIERE ENERGY INCLNGEnergy0.33%1,386,961+782,165+129.33%$393,564,053
HONEYWELL INTL INCHONIndustrials0.33%1,737,296+1,156,546+199.15%$392,681,015
GUARDANT HEALTH INCGHHealthcare0.32%4,229,531+2,057,628+94.74%$390,681,778
VANGUARD INDEX FDSVUGOther0.32%875,880+59,040+7.23%$382,575,625
ILLINOIS TOOL WKS INCITWIndustrials0.32%1,468,075+1,374,421+1467.55%$382,125,242
INVESCO QQQ TRQQQOther0.31%655,424+132,347+25.30%$378,297,624
STATE STR SPDR S&P 500 ETF TSPYOther0.31%580,293+116,096+25.01%$377,387,750
RTX CORPORATIONRTXIndustrials0.31%1,956,183+1,956,183+100.00%$377,347,701
REPUBLIC SVCS INCRSGIndustrials0.31%1,709,115+665,271+63.73%$374,330,367
MARATHON PETE CORPMPCEnergy0.31%1,524,286+636,752+71.74%$372,200,155
FREEPORT MCMORAN INCFCXBasic Materials0.30%6,251,451+2,564,144+69.54%$367,460,290
COPART INCCPRTIndustrials0.30%10,708,035+8,556,444+397.68%$355,506,762
TE CONNECTIVITY PLCTELOther0.29%1,692,880+1,570,092+1278.70%$353,845,778
DANAHER CORP DELDHRHealthcare0.29%1,858,782+1,829,659+6282.52%$352,425,067
AMETEK INCAMEIndustrials0.29%1,631,092+620,621+61.42%$349,640,881
CME GROUP INCCMEFinancial Services0.28%1,151,458+1,111,993+2817.67%$340,083,120
MOTOROLA SOLUTIONS INCMSITechnology0.28%783,550+193,377+32.77%$340,037,194
HUBSPOT INCHUBSTechnology0.27%1,344,621+1,139,685+556.12%$328,221,986
FIVE BELOW INCFIVEConsumer Cyclical0.27%1,434,245+1,030,117+254.90%$327,696,298
VENTAS INCVTRReal Estate0.27%3,993,505+2,368,708+145.78%$326,588,839
VANGUARD INDEX FDSVNQOther0.27%3,660,600+87,200+2.44%$324,695,220
THE TRADE DESK INCTTDTechnology0.27%14,161,321+8,117,186+134.30%$321,320,373
LAM RESEARCH CORPLRCXOther0.27%1,502,227+244,770+19.47%$320,965,821
VEEVA SYS INCVEEVHealthcare0.27%1,823,999+1,420,527+352.08%$320,403,664
FRANCO NEV CORPFNVBasic Materials0.27%1,293,237+886,640+218.06%$319,494,201
ATLASSIAN CORPORATIONTEAMTechnology0.26%4,647,650+3,733,168+408.23%$317,202,113
MSCI INCMSCIFinancial Services0.26%581,832+209,216+56.15%$313,613,266
GOLDMAN SACHS GROUP INCGSFinancial Services0.26%365,728+330,000+923.65%$309,402,231
RALPH LAUREN CORPRLConsumer Cyclical0.26%896,724+332,777+59.01%$308,464,089
TRANSOCEAN LTDH8817H100Other0.26%46,463,736+22,227,817+91.71%$308,054,570
BANK AMERICA CORPBACFinancial Services0.25%6,274,394+5,866,045+1436.53%$305,876,708
AGREE RLTY CORPADCReal Estate0.25%4,041,693+2,351,245+139.09%$304,662,818
INVESCO EXCH TRADED FD TR IISPLVOther0.25%4,156,600+1,522,400+57.79%$304,013,724
VERISK ANALYTICS INCVRSKIndustrials0.25%1,575,413+650,726+70.37%$298,934,617
BARRICK MNG CORPBOther0.25%7,323,836+7,129,336+3665.47%$298,739,270
ISHARES TRIWFOther0.25%694,160-119,629-14.70%$295,989,824
CONAGRA BRANDS INCCAGConsumer Defensive0.24%18,698,198+12,494,398+201.40%$293,935,673
GODADDY INCGDDYTechnology0.24%3,519,847+1,856,228+111.58%$290,985,751
GE VERNOVA INCGEVUtilities0.24%332,387+135,017+68.41%$290,140,612
NEBIUS GROUP N.V.NBISOther0.24%2,795,083+2,706,887+3069.17%$290,017,812
ADVANCED MICRO DEVICES INCAMDTechnology0.23%1,372,004+29,713+2.21%$279,106,774
LUMENTUM HLDGS INCLITETechnology0.23%396,777+190,866+92.69%$278,839,005
ON SEMICONDUCTOR CORPONTechnology0.23%4,453,815+460,449+11.53%$275,780,225
SEA LTDSEConsumer Cyclical0.23%3,303,648+1,592,962+93.12%$273,575,091
CHEVRON CORPORATIONCVXEnergy0.23%1,317,560+1,279,270+3341.00%$272,603,164
ISHARES TRIVVOther0.23%416,280+23,520+5.99%$271,918,259
HORMEL FOODS CORPHRLConsumer Defensive0.23%11,986,728+7,542,742+169.73%$271,499,389
UNION PAC CORPUNPIndustrials0.22%1,096,947+184,749+20.25%$266,141,281
Two Sigma Investments, Lp Options Holdings in Q1 2026

832 options positions in the latest reporting period.

Page 1 of 9
QuarterSymbolCompanyOptionContractsNotional Value
Q1 2026IWMiShares Russell 2000 ETFPUT516,600$128,116,800
Q1 2026IWMiShares Russell 2000 ETFCALL513,500$127,348,000
Q1 2026RIVNRivian Automotive, Inc.PUT5,797,800$87,256,890
Q1 2026SPYSPDR S&P 500PUT118,600$77,130,324
Q1 2026SPYSPDR S&P 500CALL118,100$76,805,154
Q1 2026NVDANVIDIA CorporationPUT435,600$75,968,640
Q1 2026NVDANVIDIA CorporationCALL383,700$66,917,280
Q1 2026METAMeta Platforms, Inc.PUT101,900$58,300,047
Q1 2026GOOGLAlphabet Inc.CALL189,800$54,578,888
Q1 2026GOOGLAlphabet Inc.PUT189,100$54,377,596
Q1 2026METAMeta Platforms, Inc.CALL89,400$51,148,422
Q1 2026HOODRobinhood Markets, Inc.PUT567,800$39,348,540
Q1 2026TSLATesla, Inc.PUT102,300$38,030,025
Q1 2026TSLATesla, Inc.CALL100,900$37,509,575
Q1 2026HOODRobinhood Markets, Inc.CALL508,100$35,211,330
Q1 2026MSTRMicroStrategy IncorporatedPUT274,000$34,195,200
Q1 2026JPMJP Morgan Chase & Co.CALL109,500$32,210,520
Q1 2026JPMJP Morgan Chase & Co.PUT103,200$30,357,312
Q1 2026PLTRPalantir Technologies Inc.PUT201,300$29,446,164
Q1 2026STWDSTARWOOD PROPERTY TRUST, INC. SPUT1,658,000$28,550,760
Q1 2026PLTRPalantir Technologies Inc.CALL178,000$26,037,840
Q1 2026QQQInvesco QQQ Trust, Series 1CALL44,000$25,395,920
Q1 2026DJTTrump Media & Technology Group PUT2,575,400$23,899,712
Q1 2026NFLXNetflix, Inc.PUT245,400$23,595,210
Q1 2026GSGoldman Sachs Group, Inc. (The)CALL24,000$20,303,760
Q1 2026SOFISoFi Technologies, Inc.PUT1,271,600$20,193,008
Q1 2026NKENike, Inc.PUT375,000$19,807,500
Q1 2026NKENike, Inc.CALL372,500$19,675,450
Q1 2026MSFTMicrosoft CorporationPUT51,900$19,211,823
Q1 2026GSGoldman Sachs Group, Inc. (The)PUT22,700$19,203,973
Q1 2026MSFTMicrosoft CorporationCALL50,000$18,508,500
Q1 2026G9456A100Golar LNGPUT340,500$18,424,455
Q1 2026AAPLApple Inc.CALL72,000$18,272,880
Q1 2026XOMExxon Mobil CorporationCALL106,600$18,085,756
Q1 2026SOFISoFi Technologies, Inc.CALL1,137,500$18,063,500
Q1 2026NFLXNetflix, Inc.CALL183,800$17,672,370
Q1 2026AAPLApple Inc.PUT68,700$17,435,373
Q1 2026BRK-BBerkshire Hathaway Inc. NewCALL36,200$17,347,040
Q1 2026LULUlululemon athletica inc.PUT113,000$17,300,300
Q1 2026SMCISuper MicroPUT734,600$16,726,842
Q1 2026GEVGE Vernova Inc.PUT19,000$16,585,100
Q1 2026AVGOBroadcom Inc.PUT53,000$16,404,030
Q1 2026DIASPDR Dow Jones Industrial AveraCALL35,400$16,396,926
Q1 2026XOMExxon Mobil CorporationPUT94,900$16,100,734
Q1 2026MARAMARA Holdings, Inc.PUT1,954,900$15,951,984
Q1 2026BRK-BBerkshire Hathaway Inc. NewPUT33,000$15,813,600
Q1 2026GEVGE Vernova Inc.CALL17,900$15,624,910
Q1 2026CVNACarvana Co.PUT47,700$14,995,926
Q1 2026LULUlululemon athletica inc.CALL96,300$14,743,530
Q1 2026AVGOBroadcom Inc.CALL47,600$14,732,676
Q1 2026BACBank of America CorporationPUT301,300$14,688,375
Q1 2026SNDKSanDiskPUT23,100$14,676,354
Q1 2026CRWDCrowdStrike Holdings, Inc.PUT37,100$14,484,211
Q1 2026ALABAstera Labs, Inc.PUT130,400$14,291,840
Q1 2026AMZNAmazon.com, Inc.PUT65,400$13,620,858
Q1 2026IBITiShares Bitcoin Trust ETFPUT350,000$13,447,000
Q1 2026CLSCelestica, Inc.PUT46,900$13,210,792
Q1 2026CVNACarvana Co.CALL42,000$13,203,960
Q1 2026BABoeing Company (The)CALL65,300$12,996,659
Q1 2026ARMArm Holdings plcPUT81,600$12,344,448
Q1 2026TLNTalen EnergyPUT38,500$12,290,355
Q1 2026ANETArista NetworksPUT98,400$12,081,552
Q1 2026ALABAstera Labs, Inc.CALL108,900$11,935,440
Q1 2026CRMSalesforce, Inc.PUT61,600$11,498,872
Q1 2026TSMTaiwan Semiconductor ManufacturCALL33,900$11,456,505
Q1 2026AMZNAmazon.com, Inc.CALL54,000$11,246,580
Q1 2026ANETArista NetworksCALL91,500$11,234,370
Q1 2026JNJJohnson & JohnsonPUT45,700$11,170,908
Q1 2026TSMTaiwan Semiconductor ManufacturPUT32,500$10,983,375
Q1 2026PFEPfizer, Inc.CALL389,000$10,923,120
Q1 2026CRWDCrowdStrike Holdings, Inc.CALL27,800$10,853,398
Q1 2026JNJJohnson & JohnsonCALL43,700$10,682,028
Q1 2026MPMP Materials Corp.PUT220,800$10,655,808
Q1 2026RDDTReddit, Inc.PUT79,000$10,637,350
Q1 2026CSCOCisco Systems, Inc.PUT133,100$10,327,229
Q1 2026SMCISuper MicroCALL453,000$10,314,810
Q1 2026SNDKSanDiskCALL16,000$10,165,440
Q1 2026RDDTReddit, Inc.CALL75,000$10,098,750
Q1 2026TLNTalen EnergyCALL31,500$10,055,745
Q1 2026TXNTexas Instruments IncorporatedCALL51,700$10,037,038
Q1 2026ARMArm Holdings plcCALL65,700$9,939,096
Q1 2026CSCOCisco Systems, Inc.CALL127,600$9,900,484
Q1 2026CLSCelestica, Inc.CALL34,400$9,689,792
Q1 2026STXSeagate TechnologyPUT24,200$9,480,592
Q1 2026TXNTexas Instruments IncorporatedPUT48,100$9,338,134
Q1 2026CCitigroup, Inc.PUT82,100$9,310,961
Q1 2026CRMSalesforce, Inc.CALL49,200$9,184,164
Q1 2026GMEGameStop CorporationPUT386,800$8,911,872
Q1 2026MELIMercadoLibre, Inc.PUT5,000$8,645,100
Q1 2026BABoeing Company (The)PUT43,300$8,617,999
Q1 2026TGTTarget CorporationPUT69,700$8,447,640
Q1 2026COSTCostco Wholesale CorporationCALL8,300$8,270,369
Q1 2026LEUCentrus Energy Corp.PUT46,300$8,037,217
Q1 2026COSTCostco Wholesale CorporationPUT8,000$7,971,440
Q1 2026ASMLASMLCALL6,000$7,924,980
Q1 2026CCitigroup, Inc.CALL69,800$7,916,018
Q1 2026STXSeagate TechnologyCALL20,000$7,835,200
Q1 2026G25457105Credo TechnologyPUT82,700$7,763,049
Q1 2026VSTVistra Corp.PUT51,200$7,696,896
Q1 2026ETNEatonPUT21,500$7,689,905

Notional value represents the total exposure of the options position.