TWO SIGMA INVESTMENTS, LP Q1 2024 Filing

Filed May 15, 2024

Portfolio Value

$42.6B

Holdings

2,923

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (2,923 positions)

#StockSharesValue% PortfolioType
1
SPYSPDR S&P 500 ETF TR
2,731,440$1.4T3352.97%
2
NDQINVESCO QQQ TR
811,793$360.4B845.89%
3
MUMICRON TECHNOLOGY INC
2,302,050$271.4B636.90%
4
NFLXNETFLIX INC
440,820$267.7B628.30%
5
METAMETA PLATFORMS INC
534,080$259.3B608.62%
6
GOOGLALPHABET INC
1,693,537$255.6B599.86%
7
PYPLPAYPAL HLDGS INC
3,770,847$252.6B592.83%
8
CRWDCROWDSTRIKE HLDGS INC
784,102$251.4B589.93%
9
BMYBRISTOL-MYERS SQUIBB CO
4,597,331$249.3B585.09%
10
PEPPEPSICO INC
1,414,549$247.6B580.98%
11
HOODROBINHOOD MKTS INC
11,948,698$240.5B564.47%
12
HUMHUMANA INC
688,119$238.6B559.91%
13
WMTWALMART INC
3,910,783$235.3B552.23%
14
OXYOCCIDENTAL PETE CORP
3,611,365$234.7B550.80%
15
GILDGILEAD SCIENCES INC
3,196,673$234.2B549.52%
16
PFEPFIZER INC
8,419,014$233.6B548.28%
17
4I1PHILIP MORRIS INTL INC
2,511,561$230.1B540.02%
18
UBERUBER TECHNOLOGIES INC
2,978,471$229.3B538.15%Put
19
AMZNAMAZON COM INC
1,260,455$227.4B533.57%
20
NRANRG ENERGY INC
3,355,313$227.1B533.01%Call
21
GMGENERAL MTRS CO
4,999,563$226.7B532.09%
22
MAMASTERCARD INCORPORATED
468,809$225.8B529.83%
23
IVVISHARES TR
427,700$224.9B527.69%
24
PINSPINTEREST INC
6,422,701$222.7B522.58%
25
AAPLAPPLE INC
1,288,697$221.0B518.61%
26
ABGCENCORA INC
906,385$220.2B516.87%
27
LMTLOCKHEED MARTIN CORP
480,856$218.7B513.31%
28
CMICUMMINS INC
736,105$216.9B509.01%
29
AZNASTRAZENECA PLC
3,189,355$216.1B507.09%
30
COSTCOSTCO WHSL CORP NEW
294,492$215.8B506.33%
31
NUNU HLDGS LTD
18,004,603$214.8B504.08%
32
SHWSHERWIN WILLIAMS CO
610,160$211.9B497.35%
33
KDPKEURIG DR PEPPER INC
6,835,184$209.6B491.97%
34
VVISA INC
737,024$205.7B482.71%
35
ZSZSCALER INC
1,051,208$202.5B475.22%
36
PGRPROGRESSIVE CORP
970,621$200.7B471.11%
37
CVNACARVANA CO
2,260,522$198.7B466.36%
38
COINCOINBASE GLOBAL INC
747,964$198.3B465.37%Put
39
RCL 6 08/15/25ROYAL CARIBBEAN GROUP
69,698,000$198.1B464.86%
40
IWMISHARES TR
928,124$195.2B458.06%Put
41
SPGIS&P GLOBAL INC
455,121$193.6B454.42%
42
IWFISHARES TR
571,400$192.6B451.97%
43
ZMZOOM VIDEO COMMUNICATIONS IN
2,845,845$186.0B436.58%
44
XLCSELECT SECTOR SPDR TR
2,275,000$185.8B435.98%
45
NKENIKE INC
1,972,321$185.4B435.00%
46
XLFISELECT SECTOR SPDR TR
2,404,644$183.6B430.92%
47
HONHONEYWELL INTL INC
889,123$182.5B428.27%
48
NCLHNORWEGIAN CRUISE LINE HLDG L
8,712,049$182.3B427.92%Put
49
TSLATESLA INC
1,023,427$179.9B422.21%
50
NOWSERVICENOW INC
235,413$179.5B421.20%
51
ABTABBOTT LABS
1,558,875$177.2B415.81%
52
NETCLOUDFLARE INC
1,817,647$176.0B413.04%
53
MSFTMICROSOFT CORP
416,918$175.4B411.64%
54
HPEHEWLETT PACKARD ENTERPRISE C
9,601,561$170.2B399.51%
55
BDXBECTON DICKINSON & CO
675,917$167.3B392.52%
56
HSYHERSHEY CO
857,570$166.8B391.44%
57
NOCNORTHROP GRUMMAN CORP
347,868$166.5B390.77%
58
MOALTRIA GROUP INC
3,813,216$166.3B390.35%
59
AALAMERICAN AIRLS GROUP INC
10,651,500$163.5B383.70%Put
60
CMGCHIPOTLE MEXICAN GRILL INC
55,317$160.8B377.35%
61
WWAYFAIR INC
2,365,686$160.6B376.86%Put
62
CSCOCISCO SYS INC
3,210,535$160.2B376.05%
63
CITHE CIGNA GROUP
438,417$159.2B373.68%
64
VUGVANGUARD INDEX FDS
459,300$158.1B371.01%
65
DASHDOORDASH INC
1,143,297$157.5B369.52%
66
XYZBLOCK INC
1,822,800$154.2B361.81%
67
LYFTLYFT INC
7,946,495$153.8B360.86%
68
GAPGAP INC
5,535,591$152.5B357.90%
69
APPAPPLOVIN CORP
2,194,268$151.9B356.45%
70
GDGENERAL DYNAMICS CORP
532,835$150.5B353.24%
71
FFORD MTR CO DEL
10,840,743$144.0B337.86%
72
CCLCARNIVAL CORP
8,803,956$143.9B337.60%Put
73
EOGEOG RES INC
1,089,316$139.3B326.81%
74
VTIVANGUARD INDEX FDS
526,030$136.7B320.84%
75
VRTXVERTEX PHARMACEUTICALS INC
324,428$135.6B318.26%
76
AFRMAFFIRM HLDGS INC
3,536,029$131.8B309.20%
77
XOPSPDR SER TR
835,474$129.4B303.77%
78
DDOGDATADOG INC
1,046,981$129.4B303.69%
79
WDCWESTERN DIGITAL CORP.
1,888,885$128.9B302.50%
80
ODFLOLD DOMINION FREIGHT LINE IN
578,392$126.8B297.69%
81
MSIMOTOROLA SOLUTIONS INC
355,619$126.2B296.25%
82
WABWABTEC
856,527$124.8B292.83%
83
BKNGBOOKING HOLDINGS INC
34,350$124.6B292.45%
84
JDJD.COM INC
4,522,258$123.9B290.69%
85
AESAES CORP
6,886,299$123.5B289.76%
86
ABBVABBVIE INC
677,654$123.4B289.60%
87
NVDANVIDIA CORPORATION
135,922$122.8B288.22%
88
GDXVANECK ETF TRUST
3,852,720$121.8B285.90%
89
MCOMOODYS CORP
309,917$121.8B285.86%
90
MMM3M CO
1,137,828$120.7B283.23%
91
VRTVERTIV HOLDINGS CO
1,472,255$120.2B282.18%
92
ABNBAIRBNB INC
725,212$119.6B280.75%Put
93
NDAQNASDAQ INC
1,868,945$117.9B276.76%
94
GISGENERAL MLS INC
1,654,406$115.8B271.66%
95
TRVCCITIGROUP INC
1,803,714$114.1B267.69%
96
RSGREPUBLIC SVCS INC
593,056$113.5B266.44%
97
ROSTROSS STORES INC
758,252$111.3B261.16%
98
DUOLDUOLINGO INC
490,128$108.1B253.72%
99
FNVFRANCO NEV CORP
905,368$107.9B253.18%
100
GSGOLDMAN SACHS GROUP INC
257,164$107.4B252.08%
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