TWO SIGMA INVESTMENTS, LP

CIK
1179392
City
NEW YORK
State / Country
NY

Top Portfolio Positions

3,261 positions · $110,992,865,282 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
NVDA
Nvidia Corp
Technology
12,053,545 $2,102,138,248 1.89%
AAPL
Apple Inc.
Technology
6,085,143 $1,544,348,441 1.39%
GOOGL
Alphabet Inc.
Communication Services
4,810,528 $1,383,315,431 1.25%
AMZN
Amazon Com Inc
Consumer Cyclical
6,454,567 $1,344,292,669 1.21%
TSLA
Tesla, Inc.
Consumer Cyclical
3,116,099 $1,158,409,803 1.04%
JPM
Jpmorgan Chase & Co
Financial Services
3,523,588 $1,036,498,646 0.93%
PLTR
Palantir Technologies Inc.
Technology
6,809,802 $996,137,836 0.90%
COST
Costco Wholesale Corp /New
Consumer Defensive
891,093 $887,911,797 0.80%
TJX
Tjx Companies Inc /De/
Consumer Cyclical
5,277,968 $842,891,489 0.76%
MA
Mastercard Inc
Financial Services
1,682,998 $840,926,780 0.76%

Portfolio Trend

43 quarters · across all stocks

Holdings in ALLY

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Shares Held

Position Value (USD)

23 of 23 shown
Report Date Value (USD) Shares
2026-03-31 $10,543,925 268,772
2025-12-31 $82,023,632 1,811,076
2025-09-30 $47,810,907 1,219,666
2025-06-30 $37,654,406 966,737
2023-12-31 $17,189,544 492,255
2023-09-30 $12,413,216 465,263
2023-06-30 $26,658,870 987,000
2023-03-31 $18,978,324 744,540
2022-12-31 $1,364,310 55,800
2022-09-30 $257,065 9,237
2021-12-31 $2,694,726 56,600
2021-12-31 $2,085,318 43,800
2021-12-31 $13,118,935 275,550
2021-09-30 $469,660 9,200
2021-09-30 $837,220 16,400
2021-06-30 $3,495,727 70,139
2021-03-31 $253,176 5,600
2020-12-31 $367,298 10,300
2020-12-31 $2,907,680 81,539
2020-12-31 $435,052 12,200
2020-09-30 $280,784 11,200
2020-06-30 $10,341,067 521,486
2020-03-31 $6,748,607 467,679