TWO SIGMA INVESTMENTS, LP

CIK

1179392

City

NEW YORK

State / Country

Stock

HUBS — Hubspot Inc

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%

Portfolio Trend

25 quarters · across all stocks

Holdings in HUBS

Compact Export CSV

Shares Held

Position Value (USD)

38 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$328,221,986	1,344,621	+556.1%	Shares	Sole	2026-05-15
2025-12-31	$82,240,816	204,936	-40.3%	Shares	Sole	2026-02-17
2025-09-30	$160,521,359	343,141	-16.5%	Shares	Sole	2025-11-14
2025-06-30	$228,844,508	411,125	+78.0%	Shares	Sole	2025-08-14
2025-03-31	$131,983,414	231,027	+61.3%	Shares	Sole	2025-05-15
2024-12-31	$99,789,309	143,217	+156.1%	Shares	Sole	2025-02-14
2024-09-30	$29,726,540	55,919	+1113.0%	Shares	Sole	2024-11-14
2024-06-30	$2,718,931	4,610	-56.9%	Shares	Sole	2024-08-14
2024-03-31	$6,704,192	10,700	-53.7%	Shares	Sole	2024-05-15
2023-12-31	$13,410,474	23,100	+171.8%	Shares	Sole	2024-02-14
2023-09-30	$4,186,250	8,500	-92.3%	Shares	Sole	2023-11-14
2023-06-30	$59,010,909	110,904	+194.7%	Shares	Sole	2023-08-14
2023-03-31	$16,134,291	37,631	-83.3%	Shares	Sole	2023-05-15
2022-12-31	$65,225,704	225,593	+67.8%	Shares	Sole	2023-02-14
2022-09-30	$36,311,961	134,429	+39.0%	Shares	Sole	2022-11-14
2022-06-30	$29,071,652	96,696	+31.1%	Shares	Sole	2022-08-15
2022-03-31	$35,032,524	73,762	+1744.0%	Shares	Sole	2022-05-16
2021-12-31	$2,636,600	4,000	-98.0%	Call	Sole	2022-02-14
2021-12-31	$130,771,405	198,394	+2734.2%	Shares	Sole	2022-02-14
2021-09-30	$4,732,630	7,000	-71.4%	Call	Sole	2021-11-15
2021-09-30	$16,545,274	24,472	+361.7%	Shares	Sole	2021-11-15
2021-09-30	$3,583,277	5,300	+32.5%	Put	Sole	2021-11-15
2021-06-30	$2,330,880	4,000	+300.0%	Put	Sole	2021-08-16
2021-06-30	$582,720	1,000	-97.9%	Call	Sole	2021-08-16
2021-06-30	$28,326,019	48,610	-56.1%	Shares	Sole	2021-08-16
2021-03-31	$50,305,574	110,754	+1603.9%	Shares	Sole	2021-05-17
2021-03-31	$2,952,365	6,500	+85.7%	Put	Sole	2021-05-17
2021-03-31	$1,589,735	3,500	-56.8%	Call	Sole	2021-05-17
2020-12-31	$3,208,785	8,094	+97.4%	Shares	Sole	2021-02-16
2020-12-31	$1,625,404	4,100	-22.6%	Call	Sole	2021-02-16
2020-12-31	$2,101,132	5,300	+152.4%	Put	Sole	2021-02-16
2020-09-30	$613,683	2,100	-63.2%	Call	Sole	2020-11-16
2020-09-30	$1,665,711	5,700	-8.7%	Put	Sole	2020-11-16
2020-09-30	$1,823,807	6,241	-95.7%	Shares	Sole	2020-11-16
2020-06-30	$32,531,871	145,005	-28.7%	Shares	Sole	2020-08-14
2020-03-31	$27,082,055	203,334	+1580.4%	Shares	Sole	2020-05-15
2020-03-31	$1,611,599	12,100	+63.5%	Put	Sole	2020-05-15
2020-03-31	$985,606	7,400	—	Call	Sole	2020-05-15
No 13F history on record for this holder in this stock.