TWO SIGMA INVESTMENTS, LP

CIK

1179392

City

NEW YORK

State / Country

Stock

HEI — Heico Corp

Top Portfolio Positions

3,307 positions · $112,062,244,503 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
NVDA	Nvidia Corp Technology	12,053,545	$2,102,138,248	1.88%
AAPL	Apple Inc. Technology	6,085,143	$1,544,348,441	1.38%
GOOGL	Alphabet Inc. Communication Services	4,810,528	$1,383,315,431	1.23%
AMZN	Amazon Com Inc Consumer Cyclical	6,454,567	$1,344,292,669	1.20%
TSLA	Tesla, Inc. Consumer Cyclical	3,116,099	$1,158,409,803	1.03%
JPM	Jpmorgan Chase & Co Financial Services	3,523,588	$1,036,498,646	0.92%
PLTR	Palantir Technologies Inc. Technology	6,809,802	$996,137,836	0.89%
COST	Costco Wholesale Corp /New Consumer Defensive	891,093	$887,911,797	0.79%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	5,277,968	$842,891,489	0.75%
MA	Mastercard Inc Financial Services	1,682,998	$840,926,780	0.75%

25 quarters · across all stocks

26 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$219,670,120	801,131	+50.7%	Shares	Sole	2026-05-15
2025-12-31	$172,009,441	531,566	-4.8%	Shares	Sole	2026-02-17
2025-09-30	$180,346,944	558,661	+0.6%	Shares	Sole	2025-11-14
2025-06-30	$182,202,360	555,495	+36.8%	Shares	Sole	2025-08-14
2025-03-31	$108,487,422	406,031	+61.6%	Shares	Sole	2025-05-15
2024-12-31	$59,734,314	251,259	-9.0%	Shares	Sole	2025-02-14
2024-09-30	$72,213,454	276,172	-13.2%	Shares	Sole	2024-11-14
2024-06-30	$71,116,924	318,040	-3.6%	Shares	Sole	2024-08-14
2024-03-31	$62,985,306	329,766	+66.8%	Shares	Sole	2024-05-15
2023-12-31	$35,358,306	197,676	+304.4%	Shares	Sole	2024-02-14
2023-09-30	$7,915,624	48,883	+16.1%	Shares	Sole	2023-11-14
2023-06-30	$7,450,412	42,107	-54.9%	Shares	Sole	2023-08-14
2023-03-31	$15,960,597	93,315	-60.6%	Shares	Sole	2023-05-15
2022-12-31	$36,412,219	236,997	+44.1%	Shares	Sole	2023-02-14
2022-09-30	$23,687,733	164,521	+555.4%	Shares	Sole	2022-11-14
2022-06-30	$3,291,243	25,101	+128.9%	Shares	Sole	2022-08-15
2022-03-31	$1,683,873	10,967	-93.6%	Shares	Sole	2022-05-16
2021-12-31	$24,564,992	170,330	+255.9%	Shares	Sole	2022-02-14
2021-06-30	$6,672,920	47,862	+606.6%	Shares	Sole	2021-08-16
2021-03-31	$852,169	6,774	-54.3%	Shares	Sole	2021-05-17
2020-12-31	$1,963,227	14,828	+641.4%	Shares	Sole	2021-02-16
2020-09-30	$209,320	2,000	-64.1%	Put	Sole	2020-11-16
2020-09-30	$583,584	5,576	+85.9%	Shares	Sole	2020-11-16
2020-09-30	$313,980	3,000	-92.5%	Call	Sole	2020-11-16
2020-06-30	$3,960,589	39,745	-43.7%	Shares	Sole	2020-08-14
2020-03-31	$5,269,032	70,621	—	Shares	Sole	2020-05-15
No 13F history on record for this holder in this stock.