TWO SIGMA ADVISERS, LP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$48.8B
Holdings
2,300
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (2,300 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | MORNMORNINGSTAR INC | 142,200 | $44.6B | 91.48% | |
| 202 | ACMAECOM | 389,699 | $44.0B | 90.13% | |
| 203 | GRABGRAB HOLDINGS LIMITED | 8,690,900 | $43.7B | 89.58% | |
| 204 | GRNDGRINDR INC | 1,916,148 | $43.5B | 89.13% | |
| 205 | PANWPALO ALTO NETWORKS INC | 212,012 | $43.4B | 88.91% | |
| 206 | FMCFMC CORP | 1,037,200 | $43.3B | 88.74% | |
| 207 | CSCOCISCO SYS INC | 619,000 | $42.9B | 88.00% | |
| 208 | AYS1SANDSTORM GOLD LTD | 4,531,684 | $42.6B | 87.29% | |
| 209 | EDCONSOLIDATED EDISON INC | 419,100 | $42.1B | 86.18% | |
| 210 | SBSWSIBANYE STILLWATER LTD | 5,785,300 | $41.8B | 85.59% | |
| 211 | RIGTRANSOCEAN LTD | 16,057,854 | $41.6B | 85.22% | |
| 212 | CHKPCHECK POINT SOFTWARE TECH LT | 187,900 | $41.6B | 85.19% | |
| 213 | PCTYPAYLOCITY HLDG CORP | 228,600 | $41.4B | 84.88% | |
| 214 | SFMSPROUTS FMRS MKT INC | 251,400 | $41.4B | 84.82% | |
| 215 | ACGLARCH CAP GROUP LTD | 452,100 | $41.2B | 84.35% | |
| 216 | EXLSEXLSERVICE HOLDINGS INC | 927,800 | $40.6B | 83.25% | |
| 217 | MCXMCCORMICK & CO INC | 520,600 | $39.5B | 80.88% | |
| 218 | FITBFIFTH THIRD BANCORP | 948,641 | $39.0B | 79.95% | |
| 219 | KBHKB HOME | 736,100 | $39.0B | 79.90% | |
| 220 | PGRPROGRESSIVE CORP | 143,600 | $38.3B | 78.53% | |
| 221 | CMCSACOMCAST CORP NEW | 1,073,600 | $38.3B | 78.52% | |
| 222 | WIXWIX COM LTD | 241,000 | $38.2B | 78.26% | |
| 223 | HTGCHERCULES CAPITAL INC | 2,081,600 | $38.1B | 77.97% | |
| 224 | CVLTCOMMVAULT SYS INC | 217,337 | $37.9B | 77.64% | |
| 225 | BCRXBIOCRYST PHARMACEUTICALS INC | 4,228,412 | $37.9B | 77.64% | |
| 226 | WPMWHEATON PRECIOUS METALS CORP | 420,704 | $37.8B | 77.42% | |
| 227 | GMABGENMAB A/S | 1,821,000 | $37.6B | 77.09% | |
| 228 | ALSALLSTATE CORP | 186,483 | $37.5B | 76.93% | |
| 229 | EVRGEVERGY INC | 536,200 | $37.0B | 75.74% | |
| 230 | TMDXTRANSMEDICS GROUP INC | 275,400 | $36.9B | 75.63% | |
| 231 | CUCAAVIS BUDGET GROUP | 215,100 | $36.4B | 74.51% | |
| 232 | MRXMAREX GROUP PLC | 915,100 | $36.1B | 74.01% | |
| 233 | TRVCCITIGROUP INC | 423,000 | $36.0B | 73.78% | |
| 234 | CMACOMERICA INC | 597,000 | $35.6B | 72.97% | |
| 235 | CNXCNX RES CORP | 1,046,400 | $35.2B | 72.22% | |
| 236 | GGGGRACO INC | 407,500 | $35.0B | 71.79% | |
| 237 | GWREGUIDEWIRE SOFTWARE INC | 147,500 | $34.7B | 71.17% | |
| 238 | LTHLIFE TIME GROUP HOLDINGS INC | 1,138,400 | $34.5B | 70.75% | |
| 239 | ULSUL SOLUTIONS INC | 471,100 | $34.3B | 70.34% | |
| 240 | ZIMZIM INTEGRATED SHIPPING SERV | 2,131,200 | $34.3B | 70.27% | |
| 241 | MLB1MERCADOLIBRE INC | 13,100 | $34.2B | 70.16% | |
| 242 | CRWDCROWDSTRIKE HLDGS INC | 67,000 | $34.1B | 69.93% | |
| 243 | SRPTSAREPTA THERAPEUTICS INC | 1,985,734 | $34.0B | 69.58% | |
| 244 | STTSTATE STR CORP | 318,000 | $33.8B | 69.29% | |
| 245 | CNHICNH INDL N V | 2,597,800 | $33.7B | 68.99% | |
| 246 | PIIPOLARIS INC | 826,900 | $33.6B | 68.88% | |
| 247 | LRCXLAM RESEARCH CORP | 343,400 | $33.4B | 68.50% | |
| 248 | DELLDELL TECHNOLOGIES INC | 271,700 | $33.3B | 68.26% | |
| 249 | LNCLINCOLN NATL CORP IND | 952,700 | $33.0B | 67.55% | |
| 250 | RLRALPH LAUREN CORP | 119,800 | $32.9B | 67.33% | |
| 251 | ASAMER SPORTS INC | 847,400 | $32.8B | 67.31% | |
| 252 | GLGLOBE LIFE INC | 260,700 | $32.4B | 66.40% | |
| 253 | RKTROCKET COS INC | 2,233,100 | $31.7B | 64.89% | |
| 254 | NGDNEW GOLD INC CDA | 6,334,430 | $31.4B | 64.25% | |
| 255 | RAREULTRAGENYX PHARMACEUTICAL IN | 860,400 | $31.3B | 64.11% | |
| 256 | TERTERADYNE INC | 344,269 | $31.0B | 63.44% | |
| 257 | KGSKODIAK GAS SVCS INC | 901,400 | $30.9B | 63.30% | |
| 258 | EFXEQUIFAX INC | 118,700 | $30.8B | 63.09% | |
| 259 | RPRXROYALTY PHARMA PLC | 846,900 | $30.5B | 62.53% | |
| 260 | PBFPBF ENERGY INC | 1,391,600 | $30.2B | 61.79% | |
| 261 | LUMNLUMEN TECHNOLOGIES INC | 6,866,414 | $30.1B | 61.63% | |
| 262 | CLVTRIP COM GROUP LTD | 512,400 | $30.0B | 61.57% | |
| 263 | MBLYMOBILEYE GLOBAL INC | 1,667,300 | $30.0B | 61.43% | |
| 264 | VMCVULCAN MATLS CO | 113,100 | $29.5B | 60.45% | |
| 265 | KRKROGER CO | 408,000 | $29.3B | 59.97% | |
| 266 | VKTXVIKING THERAPEUTICS INC | 1,091,428 | $28.9B | 59.27% | |
| 267 | NUNU HLDGS LTD | 2,103,100 | $28.9B | 59.13% | |
| 268 | IEXIDEX CORP | 163,700 | $28.7B | 58.89% | |
| 269 | VISNCOMMSCOPE HLDG CO INC | 3,450,800 | $28.6B | 58.55% | |
| 270 | EQXEQUINOX GOLD CORP | 4,932,400 | $28.4B | 58.12% | |
| 271 | DDDUPONT DE NEMOURS INC | 410,700 | $28.2B | 57.72% | |
| 272 | HALHALLIBURTON CO | 1,364,700 | $27.8B | 56.99% | |
| 273 | AG8AGILENT TECHNOLOGIES INC | 235,200 | $27.8B | 56.88% | |
| 274 | CAMTCAMTEK LTD | 324,900 | $27.5B | 56.30% | |
| 275 | ASMLASML HOLDING N V | 34,200 | $27.4B | 56.16% | |
| 276 | CWCURTISS WRIGHT CORP | 55,500 | $27.1B | 55.56% | |
| 277 | FHIFEDERATED HERMES INC | 609,400 | $27.0B | 55.35% | |
| 278 | WMBWILLIAMS COS INC | 424,500 | $26.7B | 54.64% | |
| 279 | STRLSTERLING INFRASTRUCTURE INC | 115,400 | $26.6B | 54.56% | |
| 280 | IDAIDACORP INC | 230,000 | $26.6B | 54.41% | |
| 281 | TXRHTEXAS ROADHOUSE INC | 140,000 | $26.2B | 53.76% | |
| 282 | ZIONZIONS BANCORPORATION N A | 504,600 | $26.2B | 53.71% | |
| 283 | NNNNNN REIT INC | 606,900 | $26.2B | 53.70% | |
| 284 | TTTRANE TECHNOLOGIES PLC | 59,800 | $26.2B | 53.60% | |
| 285 | RYROYAL BK CDA | 197,274 | $26.0B | 53.18% | |
| 286 | NTRANATERA INC | 152,600 | $25.8B | 52.83% | |
| 287 | OCOWENS CORNING NEW | 187,100 | $25.7B | 52.72% | |
| 288 | ROKROCKWELL AUTOMATION INC | 77,300 | $25.7B | 52.62% | |
| 289 | RHRH | 134,700 | $25.5B | 52.17% | |
| 290 | LEGNLEGEND BIOTECH CORP | 716,100 | $25.4B | 52.08% | |
| 291 | KGCKINROSS GOLD CORP | 1,621,900 | $25.4B | 51.95% | |
| 292 | APGAPI GROUP CORP | 493,200 | $25.2B | 51.59% | |
| 293 | CLBTCELLEBRITE DI LTD | 1,564,200 | $25.0B | 51.28% | |
| 294 | TDYTELEDYNE TECHNOLOGIES INC | 48,800 | $25.0B | 51.23% | |
| 295 | SEDGSOLAREDGE TECHNOLOGIES INC | 1,216,400 | $24.8B | 50.85% | |
| 296 | TDOCTELADOC HEALTH INC | 2,840,011 | $24.7B | 50.69% | |
| 297 | SMTCSEMTECH CORP | 545,590 | $24.6B | 50.47% | |
| 298 | FCPTFOUR CORNERS PPTY TR INC | 912,000 | $24.5B | 50.29% | |
| 299 | TEMTEMPUS AI INC | 380,589 | $24.2B | 49.55% | |
| 300 | WMTWALMART INC | 246,799 | $24.1B | 49.45% |