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TWO SIGMA INVESTMENTS, LP

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1179392

$138.12B

disclosed book value

3,963

positions

1.1%

largest position share

Positions, as of 2026-06-30

top 100 of 3,963 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1WDC 3 11/15/28WESTERN DIGITAL CORP89.0M$1.50B1.1%
2AMZNAMAZON COM INC5.7M$1.36B1%
3NVDANVIDIA CORPORATION6.3M$1.26B0.9%
4AAPLAPPLE INC4.2M$1.21B0.9%
5TSLATESLA INC2.9M$1.20B0.9%
6BRK/BBERKSHIRE HATHAWAY INC DEL2.3M$1.14B0.8%
7JPMJPMORGAN CHASE & CO3.0M$968.1M0.7%
8MAMASTERCARD INCORPORATED1.8M$945.6M0.7%
9COSTCOSTCO WHOLESALE CORPORATION1.0M$941.3M0.7%
10ASML HLDG NV461,505$918.1M0.7%
11AMDADVANCED MICRO DEVICES INC1.5M$880.3M0.6%
12CCITIGROUP INC5.9M$831.1M0.6%
13BSXBOSTON SCIENTIFIC CORP19.4M$826.2M0.6%
14GOOGLALPHABET INC2.2M$802.9M0.6%
15LMTLOCKHEED MARTIN CORP1.6M$799.8M0.6%
16ISRGINTUITIVE SURGICAL INC2.0M$787.1M0.6%
17SCHWSCHWAB CHARLES CORP8.4M$777.4M0.6%
18KMBKIMBERLY-CLARK CORP7.1M$774.4M0.6%
19GSGOLDMAN SACHS GROUP INC753,545$762.1M0.6%
20TJXTJX COS INC NEW5.0M$756.1M0.5%
21TMUST-MOBILE US INC4.4M$745.4M0.5%
22ABTABBOTT LABORATORIES8.1M$737.4M0.5%
23RBLXROBLOX CORP13.4M$731.3M0.5%
24IBKRINTERACTIVE BROKERS GROUP IN8.3M$725.9M0.5%
25MSMORGAN STANLEY3.4M$715.7M0.5%
26MSFTMICROSOFT CORP1.8M$682.4M0.5%
27PGRPROGRESSIVE CORP3.0M$662.0M0.5%
28NETCLOUDFLARE INC2.6M$634.3M0.5%
29CMGCHIPOTLE MEXICAN GRILL INC18.5M$628.5M0.5%
30MUMICRON TECHNOLOGY INC535,173$617.7M0.4%
31BEBLOOM ENERGY CORP2.0M$610.4M0.4%
32EQIXEQUINIX INC576,841$601.3M0.4%
33WFCWELLS FARGO & CO7.3M$600.5M0.4%
34RTXRTX CORPORATION3.1M$589.7M0.4%
35ITWILLINOIS TOOL WKS INC2.2M$582.5M0.4%
36BMYBRISTOL-MYERS SQUIBB CO10.1M$581.1M0.4%
37ALNYALNYLAM PHARMACEUTICALS INC1.9M$564.7M0.4%
38INTUINTUIT2.2M$564.2M0.4%
39GHGUARDANT HEALTH INC3.7M$558.0M0.4%
40SNDKSANDISK CORP241,675$549.5M0.4%
41WCNWASTE CONNECTIONS INC3.2M$541.1M0.4%
42CMECME GROUP INC2.4M$534.4M0.4%
43ROSTROSS STORES INC2.4M$520.7M0.4%
44ABNBAIRBNB INC3.6M$508.0M0.4%
45MRNAMODERNA INC7.2M$503.8M0.4%
46CITHE CIGNA GROUP1.8M$499.8M0.4%
47IONSIONIS PHARMACEUTICALS INC6.3M$495.7M0.4%
48AERCAP HOLDINGS NV3.4M$494.9M0.4%
49AALAMERICAN AIRLINES GROUP INC27.2M$492.2M0.4%
50DOWDOW HLDGS INC17.9M$489.0M0.4%
51RSGREPUBLIC SVCS INC2.3M$485.9M0.4%
52GMGENERAL MTRS CO6.2M$481.0M0.3%
53BLKBLACKROCK INC485,320$466.7M0.3%
54HPEHEWLETT PACKARD ENTERPRISE C10.2M$459.0M0.3%
55XLFSELECT SECTOR SPDR TR8.0M$426.6M0.3%
56RLRALPH LAUREN CORP1.0M$421.0M0.3%
57NEBIUS GROUP N.V.1.5M$415.6M0.3%
58PLTRPALANTIR TECHNOLOGIES INC3.5M$413.5M0.3%
59REGNREGENERON PHARMACEUTICALS656,124$409.1M0.3%
60TXNTEXAS INSTRS INC1.4M$408.9M0.3%
61TE CONNECTIVITY PLC2.0M$408.9M0.3%
62AMGNAMGEN INC1.1M$408.7M0.3%
63SPYSTATE STR SPDR S&P 500 ETF TPUT546,800$408.3M0.3%
64SPYSTATE STR SPDR S&P 500 ETF TCALL546,800$408.3M0.3%
65CNCCENTENE CORP DEL6.3M$407.5M0.3%
66CTASCINTAS CORP2.4M$401.5M0.3%
67ONON SEMICONDUCTOR CORP4.1M$384.6M0.3%
68APLDAPPLIED DIGITAL CORP10.3M$384.2M0.3%
69METAMETA PLATFORMS INC669,390$377.1M0.3%
70CPRTCOPART INC12.5M$353.8M0.3%
71BBIOBRIDGEBIO PHARMA INC4.7M$351.7M0.3%
72FCXFREEPORT MCMORAN INC5.6M$350.6M0.3%
73NBIXNEUROCRINE BIOSCIENCES INC2.1M$349.9M0.3%
74SEAGATE TECHNOLOGY HLDNGS PL354,816$342.4M0.2%
75CRWVCOREWEAVE INC3.4M$341.5M0.2%
76UNPUNION PAC CORP1.3M$341.1M0.2%
77VLOVALERO ENERGY CORP1.3M$334.3M0.2%
78FTNTFORTINET INC2.2M$333.6M0.2%
79RIVNRIVIAN AUTOMOTIVE INC19.2M$332.7M0.2%
80HUBSHUBSPOT INC1.8M$332.1M0.2%
81PCGPG&E CORP19.5M$328.2M0.2%
82MELIMERCADOLIBRE INC187,255$317.8M0.2%
83MPCMARATHON PETE CORP1.2M$316.8M0.2%
84LHXL3HARRIS TECHNOLOGIES INC1.1M$312.4M0.2%
85XLESELECT SECTOR SPDR TR5.8M$309.1M0.2%
86KMXCARMAX INC5.8M$308.5M0.2%
87VRSKVERISK ANALYTICS INC1.7M$308.4M0.2%
88TTDTHE TRADE DESK INC17.1M$308.3M0.2%
89HRLHORMEL FOODS CORP12.3M$305.9M0.2%
90SPCXSPACE EXPLORATION TECHN CORP1.8M$303.3M0.2%
91IBBISHARES TR1.6M$302.0M0.2%
92RBCRBC BEARINGS INC467,098$300.8M0.2%
93SOLSSOLSTICE ADVANCED MATLS INC3.4M$297.3M0.2%
94WMWASTE MGMT INC DEL1.3M$297.3M0.2%
95DOCNDIGITALOCEAN HLDGS INC1.9M$296.3M0.2%
96GDDYGODADDY INC3.5M$295.8M0.2%
97ECHO 3.875 11/30/30ECHOSTAR CORP94.7M$295.5M0.2%
98PODDINSULET CORP1.9M$289.8M0.2%
99MOHMOLINA HEALTHCARE INC1.3M$289.6M0.2%
100FIVEFIVE BELOW INC1.6M$288.7M0.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.
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