TWO SIGMA INVESTMENTS, LP

CIK

1179392

City

NEW YORK

State / Country

NY

Stock

MMI — Marcus & Millichap, Inc.

Top Portfolio Positions

3,287 positions · $111,077,796,926 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 MMI

Compact Export CSV

Shares Held

Position Value (USD)

13 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$11,283,120	424,337	+98.7%	Shares	Sole	2026-05-15
2025-12-31	$5,827,970	213,557	+2547.9%	Shares	Sole	2026-02-17
2025-03-31	$277,839	8,065	+34.4%	Shares	Sole	2025-05-15
2024-12-31	$229,560	6,000	-65.2%	Shares	Sole	2025-02-14
2024-06-30	$543,530	17,244	+187.4%	Shares	Sole	2024-08-14
2024-03-31	$205,020	6,000	-51.3%	Shares	Sole	2024-05-15
2023-09-30	$361,234	12,312	-14.1%	Shares	Sole	2023-11-14
2023-03-31	$460,457	14,340	-41.8%	Shares	Sole	2023-05-15
2022-03-31	$1,297,297	24,626	+86.6%	Shares	Sole	2022-05-16
2021-12-31	$679,272	13,200	-66.6%	Shares	Sole	2022-02-14
2021-09-30	$1,604,368	39,497	-48.1%	Shares	Sole	2021-11-15
2021-06-30	$2,958,745	76,119	-33.2%	Shares	Sole	2021-08-16
2021-03-31	$3,842,844	114,031	—	Shares	Sole	2021-05-17
No 13F history on record for this holder in this stock.