TWO SIGMA INVESTMENTS, LP Q2 2023 Filing

Filed August 14, 2023

Portfolio Value

$39.9B

Holdings

2,903

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (2,903 positions)

StockValue
EXPE 0 02/15/26EXPEDIA GROUP INC
$50.2M
FROFRONTLINE PLC
$50.1M
NEMNEWMONT CORP
$50.1M
ITGARTNER INC
$49.8M
4I1PHILIP MORRIS INTL INC
$49.7M
KELKELLOGG CO
$49.5M
CNHICNH INDL N V
$49.5M
OREALTY INCOME CORP
$49.5M
KSSKOHLS CORP
$49.3M
CPCANADIAN PACIFIC KANSAS CITY
$48.9M
RMERESMED INC
$48.8M
STLASTELLANTIS N.V
$48.7M
PSTGPURE STORAGE INC
$48.2M
COHRCOHERENT CORP
$48.0M
DISH 0 12/15/25DISH NETWORK CORPORATION
$47.9M
TJXTJX COS INC NEW
$47.7M
DOVDOVER CORP
$47.4M
GMEDGLOBUS MED INC
$46.9M
GAPGAP INC
$46.7M
ARCCARES CAPITAL CORP
$46.7M
TAPMOLSON COORS BEVERAGE CO
$46.5M
PPGPPG INDS INC
$46.3M
DISDISNEY WALT CO
$46.2M
LYVLIVE NATION ENTERTAINMENT IN
$45.8M
BEBLOOM ENERGY CORP
$45.8M
NOCNORTHROP GRUMMAN CORP
$45.7M
TGTXTG THERAPEUTICS INC
$45.5M
CNCCENTENE CORP DEL
$45.4M
NISOURCE INC
$45.3M
MDBMONGODB INC
$45.3M
AESAES CORP
$45.2M
ADSKAUTODESK INC
$45.2M
NIONIO INC
$45.1M
ROSTROSS STORES INC
$44.9M
FDSFACTSET RESH SYS INC
$44.2M
WFRDWEATHERFORD INTL PLC
$43.7M
PLDPROLOGIS INC.
$43.4M
MAMASTERCARD INCORPORATED
$43.4M
WOLF*WOLFSPEED INC
$43.0M
ALNYALNYLAM PHARMACEUTICALS INC
$42.7M
SRESEMPRA
$41.7M
SWKSTANLEY BLACK & DECKER INC
$41.3M
JWNUSDNORDSTROM INC
$41.2M
ESEVERSOURCE ENERGY
$41.2M
TOLTOLL BROTHERS INC
$41.0M
ALGMALLEGRO MICROSYSTEMS INC
$40.4M
DBX 0 03/01/26DROPBOX INC
$39.5M
VUGVANGUARD INDEX FDS
$39.5M
RHRH
$39.3M
IONQIONQ INC
$39.1M
8INSYNEOS HEALTH INC
$38.4M
ENBENBRIDGE INC
$38.2M
WRBBERKLEY W R CORP
$38.2M
JDJD.COM INC
$37.5M
CCEPCOCA-COLA EUROPACIFIC PARTNE
$37.0M
GNRCGENERAC HLDGS INC
$36.7M
CSCOCISCO SYS INC
$36.7M
ADCAGREE RLTY CORP
$36.7M
GHGUARDANT HEALTH INC
$36.4M
LUMNLUMEN TECHNOLOGIES INC
$36.1M
VEEVVEEVA SYS INC
$36.0M
WENWENDYS CO
$36.0M
AESCAES CORP
$36.0M
LOWLOWES COS INC
$35.9M
VMWEURVMWARE INC
$35.9M
YPFYPF SOCIEDAD ANONIMA
$35.8M
PCTYPAYLOCITY HLDG CORP
$35.6M
ACGLARCH CAP GROUP LTD
$35.3M
UNHUNITEDHEALTH GROUP INC
$35.2M
LITELUMENTUM HLDGS INC
$35.2M
VRSNVERISIGN INC
$35.0M
COHR 6 07/01/23 ACOHERENT CORP
$34.8M
RPRXROYALTY PHARMA PLC
$34.8M
GDXVANECK ETF TRUST
$34.7M
CNMCORE & MAIN INC
$34.5M
$34.2M
DBXDROPBOX INC
$34.0M
ALLEALLEGION PLC
$34.0M
LUVSOUTHWEST AIRLS CO
$33.7M
BPBP PLC
$33.3M
SKAASKECHERS U S A INC
$33.1M
EX9EXELIXIS INC
$33.0M
URBNURBAN OUTFITTERS INC
$33.0M
OPENOPENDOOR TECHNOLOGIES INC
$32.8M
STWD 6.75 07/15/27STARWOOD PPTY TR INC
$32.6M
VICIVICI PPTYS INC
$32.6M
COSTCOSTCO WHSL CORP NEW
$32.2M
SPLKCHFSPLUNK INC
$31.9M
APDAIR PRODS & CHEMS INC
$31.9M
FLRFLUOR CORP NEW
$31.6M
BKRBAKER HUGHES COMPANY
$31.4M
OVEROVERSTOCK COM INC DEL
$31.3M
VRNSVARONIS SYS INC
$31.2M
ZTSZOETIS INC
$31.1M
MANHMANHATTAN ASSOCIATES INC
$30.9M
PGRPROGRESSIVE CORP
$30.9M
FTNTFORTINET INC
$30.7M
CROXCROCS INC
$30.7M
BEKEKE HLDGS INC
$30.7M
TSNTYSON FOODS INC
$30.6M
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