TWO SIGMA INVESTMENTS, LP

CIK

1179392

City

NEW YORK

State / Country

NY

Stock

FTDR — Frontdoor, Inc.

Top Portfolio Positions

3,287 positions · $111,077,249,528 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
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

25 quarters · across all stocks

Holdings in FTDR

Compact Export CSV

Shares Held

Position Value (USD)

13 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,662,516	88,205	-59.1%	Shares	Sole	2026-05-15
2025-12-31	$12,435,598	215,559	+68.6%	Shares	Sole	2026-02-17
2025-09-30	$8,601,276	127,824	+399.8%	Shares	Sole	2025-11-14
2024-03-31	$833,233	25,575	-85.0%	Shares	Sole	2024-05-15
2023-12-31	$6,005,960	170,527	+187.3%	Shares	Sole	2024-02-14
2023-09-30	$1,815,669	59,355	+681.0%	Shares	Sole	2023-11-14
2023-06-30	$242,440	7,600	-75.7%	Shares	Sole	2023-08-14
2022-03-31	$931,887	31,219	-86.8%	Shares	Sole	2022-05-16
2021-12-31	$8,686,709	237,018	+3282.6%	Shares	Sole	2022-02-14
2021-06-30	$349,088	7,007	-93.9%	Shares	Sole	2021-08-16
2021-03-31	$6,216,510	115,656	-15.1%	Shares	Sole	2021-05-17
2020-12-31	$6,840,158	136,231	+294.0%	Shares	Sole	2021-02-16
2020-03-31	$1,202,518	34,575	—	Shares	Sole	2020-05-15
No 13F history on record for this holder in this stock.