TWO SIGMA INVESTMENTS, LP

CIK

1179392

City

NEW YORK

State / Country

Stock

CMRC — Commerce.com, Inc.

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%

43 quarters · across all stocks

Compact Export CSV

26 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$664,563	248,900	+135.5%	Shares	Sole	2026-05-15
2025-12-31	$435,484	105,700	+3.8%	Shares	Sole	2026-02-17
2025-09-30	$508,176	101,839	+236.7%	Shares	Sole	2025-11-14
2025-03-31	$174,205	30,244	-81.8%	Shares	Sole	2025-05-15
2024-12-31	$1,017,676	166,287	+31.2%	Shares	Sole	2025-02-14
2024-03-31	$873,135	126,725	-62.5%	Shares	Sole	2024-05-15
2023-12-31	$3,288,234	337,948	-14.3%	Shares	Sole	2024-02-14
2023-09-30	$3,892,816	394,409	-21.6%	Shares	Sole	2023-11-14
2023-06-30	$5,008,760	503,393	+79.7%	Shares	Sole	2023-08-14
2023-03-31	$2,504,514	280,147	-6.1%	Shares	Sole	2023-05-15
2022-12-31	$2,606,967	298,280	+1047.2%	Shares	Sole	2023-02-14
2022-09-30	$384,800	26,000	-80.0%	Shares	Sole	2022-11-14
2022-06-30	$2,110,050	130,250	-80.6%	Shares	Sole	2022-08-15
2022-03-31	$14,708,424	671,311	+89.8%	Shares	Sole	2022-05-16
2021-12-31	$12,512,385	353,757	+490.6%	Shares	Sole	2022-02-14
2021-12-31	$2,118,663	59,900	-12.8%	Put	Sole	2022-02-14
2021-12-31	$2,429,919	68,700	+34.7%	Call	Sole	2022-02-14
2021-09-30	$2,582,640	51,000	-30.7%	Call	Sole	2021-11-15
2021-09-30	$3,727,104	73,600	-37.2%	Put	Sole	2021-11-15
2021-09-30	$5,938,856	117,276	-57.8%	Shares	Sole	2021-11-15
2021-06-30	$18,023,934	277,633	+1542.8%	Shares	Sole	2021-08-16
2021-06-30	$1,097,148	16,900	+52.3%	Put	Sole	2021-08-16
2021-06-30	$720,612	11,100	+58.6%	Call	Sole	2021-08-16
2021-03-31	$404,600	7,000	+40.0%	Put	Sole	2021-05-17
2021-03-31	$289,000	5,000	-86.3%	Call	Sole	2021-05-17
2020-12-31	$2,337,048	36,431	—	Shares	Sole	2021-02-16
No 13F history on record for this holder in this stock.