TWO SIGMA ADVISERS, LP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$48.8T
Holdings
2,300
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (2,300 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 9,361,800 | $1.5T | 3.03% | |
| 2 | MSFTMICROSOFT CORP | 2,951,300 | $1.5T | 3.01% | |
| 3 | AAPLAPPLE INC | 6,382,300 | $1.3T | 2.68% | |
| 4 | AMZNAMAZON COM INC | 4,857,120 | $1.1T | 2.18% | |
| 5 | GOOGLALPHABET INC | 4,547,100 | $801.3B | 1.64% | |
| 6 | NFLXNETFLIX INC | 519,900 | $696.2B | 1.43% | |
| 7 | MAMASTERCARD INCORPORATED | 1,176,300 | $661.0B | 1.35% | |
| 8 | COSTCOSTCO WHSL CORP NEW | 637,300 | $630.9B | 1.29% | |
| 9 | CRMSALESFORCE INC | 2,154,300 | $587.5B | 1.20% | |
| 10 | BACBANK AMERICA CORP | 12,359,800 | $584.9B | 1.20% | |
| 11 | SNOWSNOWFLAKE INC | 2,577,600 | $576.8B | 1.18% | |
| 12 | ADBEADOBE INC | 1,470,300 | $568.8B | 1.17% | |
| 13 | CVNACARVANA CO | 1,681,235 | $566.5B | 1.16% | |
| 14 | PLTRPALANTIR TECHNOLOGIES INC | 4,151,700 | $566.0B | 1.16% | |
| 15 | BSXBOSTON SCIENTIFIC CORP | 5,169,960 | $555.3B | 1.14% | |
| 16 | RBLXROBLOX CORP | 5,036,500 | $529.8B | 1.09% | |
| 17 | SCHWSCHWAB CHARLES CORP | 5,644,295 | $515.0B | 1.06% | |
| 18 | CMECME GROUP INC | 1,841,416 | $507.5B | 1.04% | |
| 19 | REGNREGENERON PHARMACEUTICALS | 938,500 | $492.7B | 1.01% | |
| 20 | TMUST-MOBILE US INC | 2,042,369 | $486.6B | 1.00% | |
| 21 | LMTLOCKHEED MARTIN CORP | 1,027,300 | $475.8B | 0.97% | |
| 22 | MSCIMSCI INC | 810,300 | $467.3B | 0.96% | |
| 23 | MRKMERCK & CO INC | 5,678,600 | $449.5B | 0.92% | |
| 24 | ABGCENCORA INC | 1,445,700 | $433.5B | 0.89% | |
| 25 | TEAMATLASSIAN CORPORATION | 2,020,600 | $410.4B | 0.84% | |
| 26 | QCOMQUALCOMM INC | 2,421,900 | $385.7B | 0.79% | |
| 27 | NKENIKE INC | 5,406,200 | $384.1B | 0.79% | |
| 28 | ABNBAIRBNB INC | 2,798,600 | $370.4B | 0.76% | |
| 29 | GEVGE VERNOVA INC | 691,179 | $365.7B | 0.75% | |
| 30 | ZSZSCALER INC | 1,151,300 | $361.4B | 0.74% | |
| 31 | DASHDOORDASH INC | 1,444,200 | $356.0B | 0.73% | |
| 32 | CPNGCOUPANG INC | 11,757,600 | $352.3B | 0.72% | |
| 33 | DHRDANAHER CORPORATION | 1,726,600 | $341.1B | 0.70% | |
| 34 | INTUINTUIT | 426,700 | $336.1B | 0.69% | |
| 35 | ISRGINTUITIVE SURGICAL INC | 579,300 | $314.8B | 0.65% | |
| 36 | DUOLDUOLINGO INC | 747,600 | $306.5B | 0.63% | |
| 37 | SESEA LTD | 1,906,300 | $304.9B | 0.62% | |
| 38 | TSLATESLA INC | 919,193 | $292.0B | 0.60% | |
| 39 | HOODROBINHOOD MKTS INC | 2,987,200 | $279.7B | 0.57% | |
| 40 | LNGCHENIERE ENERGY INC | 1,127,100 | $274.5B | 0.56% | |
| 41 | AONAON PLC | 724,400 | $258.4B | 0.53% | |
| 42 | JNPJUNIPER NETWORKS INC | 6,141,500 | $245.2B | 0.50% | |
| 43 | HUBSHUBSPOT INC | 432,915 | $241.0B | 0.49% | |
| 44 | UNHUNITEDHEALTH GROUP INC | 759,500 | $236.9B | 0.49% | |
| 45 | VEEVVEEVA SYS INC | 801,000 | $230.7B | 0.47% | |
| 46 | EXEEXPAND ENERGY CORPORATION | 1,929,935 | $225.7B | 0.46% | |
| 47 | NOCNORTHROP GRUMMAN CORP | 442,500 | $221.2B | 0.45% | |
| 48 | MCKMCKESSON CORP | 299,300 | $219.3B | 0.45% | |
| 49 | MRNAMODERNA INC | 7,815,700 | $215.6B | 0.44% | |
| 50 | ITGARTNER INC | 515,600 | $208.4B | 0.43% | |
| 51 | RIVNRIVIAN AUTOMOTIVE INC | 15,119,700 | $207.7B | 0.43% | |
| 52 | ANETARISTA NETWORKS INC | 1,943,800 | $198.9B | 0.41% | |
| 53 | WCNWASTE CONNECTIONS INC | 1,043,550 | $194.9B | 0.40% | |
| 54 | FTNTFORTINET INC | 1,834,320 | $193.9B | 0.40% | |
| 55 | METAMETA PLATFORMS INC | 260,100 | $192.0B | 0.39% | |
| 56 | RDDTREDDIT INC | 1,266,600 | $190.7B | 0.39% | |
| 57 | HUMHUMANA INC | 767,380 | $187.6B | 0.38% | |
| 58 | IBKRINTERACTIVE BROKERS GROUP IN | 3,378,900 | $187.2B | 0.38% | |
| 59 | BMTABRITISH AMERN TOB PLC | 3,881,700 | $183.7B | 0.38% | |
| 60 | COPCONOCOPHILLIPS | 2,039,478 | $183.0B | 0.38% | |
| 61 | CNCCENTENE CORP DEL | 3,269,276 | $177.5B | 0.36% | |
| 62 | IQVIQVIA HLDGS INC | 1,107,300 | $174.5B | 0.36% | |
| 63 | FNVFRANCO NEV CORP | 1,011,800 | $165.9B | 0.34% | |
| 64 | NDAQNASDAQ INC | 1,812,500 | $162.1B | 0.33% | |
| 65 | TMOTHERMO FISHER SCIENTIFIC INC | 392,700 | $159.2B | 0.33% | |
| 66 | SPOTSPOTIFY TECHNOLOGY S A | 207,236 | $159.0B | 0.33% | |
| 67 | SOFISOFI TECHNOLOGIES INC | 8,620,600 | $157.0B | 0.32% | |
| 68 | PGPROCTER AND GAMBLE CO | 982,500 | $156.5B | 0.32% | |
| 69 | ADCAGREE RLTY CORP | 2,138,187 | $156.2B | 0.32% | |
| 70 | DHID R HORTON INC | 1,139,500 | $146.9B | 0.30% | |
| 71 | RSGREPUBLIC SVCS INC | 594,200 | $146.5B | 0.30% | |
| 72 | ICEINTERCONTINENTAL EXCHANGE IN | 785,600 | $144.1B | 0.30% | |
| 73 | CBOECBOE GLOBAL MKTS INC | 614,000 | $143.2B | 0.29% | |
| 74 | CHWYCHEWY INC | 3,341,000 | $142.4B | 0.29% | |
| 75 | GDDYGODADDY INC | 790,700 | $142.4B | 0.29% | |
| 76 | HEIHEICO CORP NEW | 431,478 | $141.5B | 0.29% | |
| 77 | AERAERCAP HOLDINGS NV | 1,201,100 | $140.5B | 0.29% | |
| 78 | MOSMOSAIC CO NEW | 3,840,400 | $140.1B | 0.29% | |
| 79 | VIKVIKING HOLDINGS LTD | 2,612,800 | $139.2B | 0.29% | |
| 80 | BABAALIBABA GROUP HLDG LTD | 1,218,700 | $138.2B | 0.28% | |
| 81 | BBDBANCO BRADESCO S A | 44,454,120 | $137.4B | 0.28% | |
| 82 | GMGENERAL MTRS CO | 2,786,400 | $137.1B | 0.28% | |
| 83 | NETCLOUDFLARE INC | 699,900 | $137.1B | 0.28% | |
| 84 | AEPAMERICAN ELEC PWR CO INC | 1,282,900 | $133.1B | 0.27% | |
| 85 | ESTCELASTIC N V | 1,558,200 | $131.4B | 0.27% | |
| 86 | MPCMARATHON PETE CORP | 784,600 | $130.3B | 0.27% | |
| 87 | CAGCONAGRA BRANDS INC | 6,288,600 | $128.7B | 0.26% | |
| 88 | VRSKVERISK ANALYTICS INC | 399,531 | $124.5B | 0.26% | |
| 89 | GHGUARDANT HEALTH INC | 2,381,800 | $123.9B | 0.25% | |
| 90 | CBCHUBB LIMITED | 424,713 | $123.0B | 0.25% | |
| 91 | CATCATERPILLAR INC | 312,700 | $121.4B | 0.25% | |
| 92 | RACEFERRARI N V | 245,600 | $120.5B | 0.25% | |
| 93 | DGDOLLAR GEN CORP NEW | 1,040,825 | $119.0B | 0.24% | |
| 94 | FIVEFIVE BELOW INC | 898,500 | $117.9B | 0.24% | |
| 95 | VRNSVARONIS SYS INC | 2,274,000 | $115.4B | 0.24% | |
| 96 | PNWPINNACLE WEST CAP CORP | 1,287,900 | $115.2B | 0.24% | |
| 97 | CRDOCREDO TECHNOLOGY GROUP HOLDI | 1,170,700 | $108.4B | 0.22% | |
| 98 | UPSUNITED PARCEL SERVICE INC | 1,057,600 | $106.8B | 0.22% | |
| 99 | MSIMOTOROLA SOLUTIONS INC | 253,200 | $106.5B | 0.22% | |
| 100 | SYKSTRYKER CORPORATION | 266,800 | $105.6B | 0.22% |
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