TWO SIGMA ADVISERS, LP

CIK

1478735

City

NEW YORK

State / Country

Stock

FSLY — Fastly, Inc.

Top Portfolio Positions

2,267 positions · $51,210,574,810 total · as of Dec 31, 2025

Ticker	Company	Shares	Value (USD)	% of Portfolio
NVDA	Nvidia Corp Technology	8,951,900	$1,669,529,350	3.26%
AAPL	Apple Inc. Technology	5,896,700	$1,603,076,862	3.13%
MSFT	Microsoft Corp Technology	2,673,180	$1,292,803,311	2.52%
AMZN	Amazon Com Inc Consumer Cyclical	4,979,120	$1,149,280,478	2.24%
JPM	Jpmorgan Chase & Co Financial Services	2,204,020	$710,179,324	1.39%
MA	Mastercard Inc Financial Services	1,227,980	$701,029,222	1.37%
MU	Micron Technology Inc Technology	2,331,800	$665,519,038	1.30%
PLTR	Palantir Technologies Inc. Technology	3,674,200	$653,089,050	1.28%
SCHW	Schwab Charles Corp Financial Services	6,283,895	$627,823,949	1.23%
TSLA	Tesla, Inc. Consumer Cyclical	1,389,973	$625,098,657	1.22%

43 quarters · across all stocks

Compact Export CSV

23 of 23 shown

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2025-12-31	$17,840,450	1,752,500	+159.6%	Shares	Sole	2026-02-17
2025-09-30	$5,772,960	675,200	-49.8%	Shares	Sole	2025-11-14
2025-06-30	$9,502,760	1,346,000	+78.2%	Shares	Sole	2025-08-14
2025-03-31	$4,780,416	755,200	+80.5%	Shares	Sole	2025-05-15
2024-12-31	$3,950,640	418,500	+226.2%	Shares	Sole	2025-02-14
2024-09-30	$971,231	128,300	+8.6%	Shares	Sole	2024-11-14
2024-06-30	$870,397	118,100	+624.5%	Shares	Sole	2024-08-14
2024-03-31	$211,411	16,300	-98.7%	Shares	Sole	2024-05-15
2023-12-31	$22,668,300	1,273,500	-16.6%	Shares	Sole	2024-02-14
2023-09-30	$29,280,258	1,527,400	-12.2%	Shares	Sole	2023-11-14
2023-06-30	$27,435,069	1,739,700	+2.1%	Shares	Sole	2023-08-14
2023-03-31	$30,254,160	1,703,500	+15.4%	Shares	Sole	2023-05-15
2022-12-31	$12,088,440	1,476,000	-29.4%	Shares	Sole	2023-02-14
2022-09-30	$19,141,652	2,089,700	-1.0%	Shares	Sole	2022-11-14
2022-06-30	$24,502,905	2,110,500	-4.1%	Shares	Sole	2022-08-15
2022-03-31	$38,237,738	2,200,100	+530.0%	Shares	Sole	2022-05-16
2021-12-31	$12,379,140	349,200	-29.6%	Shares	Sole	2022-02-14
2021-09-30	$20,070,372	496,300	+34.0%	Shares	Sole	2021-11-15
2021-06-30	$22,081,800	370,500	+227.3%	Shares	Sole	2021-08-16
2021-03-31	$7,616,096	113,200	+82.9%	Shares	Sole	2021-05-17
2020-12-31	$5,408,203	61,900	-85.1%	Shares	Sole	2021-02-16
2020-09-30	$38,867,832	414,900	+633.0%	Shares	Sole	2020-11-16
2020-06-30	$4,818,358	56,600	—	Shares	Sole	2020-09-15
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