TWO SIGMA INVESTMENTS, LP

CIK

1179392

City

NEW YORK

State / Country

Stock

PD — PagerDuty, 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 PD

Compact Export CSV

Shares Held

Position Value (USD)

38 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$8,580,338	1,381,697	+121.0%	Shares	Sole	2026-05-15
2025-12-31	$8,195,296	625,118	-27.0%	Shares	Sole	2026-02-17
2025-09-30	$14,138,328	855,831	+184.1%	Shares	Sole	2025-11-14
2025-06-30	$4,602,641	301,220	-26.6%	Shares	Sole	2025-08-14
2025-03-31	$7,500,858	410,556	-4.8%	Shares	Sole	2025-05-15
2024-12-31	$7,874,661	431,252	+1222.8%	Shares	Sole	2025-02-14
2024-09-30	$604,767	32,602	-17.1%	Shares	Sole	2024-11-14
2024-06-30	$902,249	39,348	-56.5%	Shares	Sole	2024-08-14
2024-06-30	$2,072,872	90,400	+119.3%	Put	Sole	2024-08-14
2024-03-31	$934,756	41,215	-54.4%	Shares	Sole	2024-05-15
2024-03-31	$2,050,272	90,400	+53.7%	Put	Sole	2024-05-15
2023-12-31	$1,361,220	58,800	-55.8%	Put	Sole	2024-02-14
2023-12-31	$3,079,297	133,015	+0.7%	Shares	Sole	2024-02-14
2023-09-30	$2,970,929	132,100	+133.8%	Shares	Sole	2023-11-14
2023-06-30	$1,270,120	56,500	-82.2%	Shares	Sole	2023-08-14
2023-03-31	$11,077,606	316,684	+862.2%	Shares	Sole	2023-05-15
2022-12-31	$874,116	32,911	+119.4%	Shares	Sole	2023-02-14
2022-09-30	$346,050	15,000	-89.4%	Shares	Sole	2022-11-14
2022-06-30	$3,511,623	141,712	-79.6%	Shares	Sole	2022-08-15
2022-03-31	$23,699,516	693,171	-24.0%	Shares	Sole	2022-05-16
2021-12-31	$31,705,761	912,396	+12229.7%	Shares	Sole	2022-02-14
2021-12-31	$257,150	7,400	-26.0%	Put	Sole	2022-02-14
2021-12-31	$347,500	10,000	+11.1%	Call	Sole	2022-02-14
2021-09-30	$372,780	9,000	0.0%	Call	Sole	2021-11-15
2021-09-30	$372,780	9,000	-99.3%	Put	Sole	2021-11-15
2021-09-30	$54,156,111	1,307,487	+4967.8%	Shares	Sole	2021-11-15
2021-06-30	$1,098,564	25,800	+14.2%	Put	Sole	2021-08-16
2021-06-30	$962,308	22,600	-98.0%	Call	Sole	2021-08-16
2021-06-30	$48,848,925	1,147,227	+4.0%	Shares	Sole	2021-08-16
2021-03-31	$44,371,799	1,102,953	+18282.5%	Shares	Sole	2021-05-17
2021-03-31	$241,380	6,000	-33.3%	Put	Sole	2021-05-17
2021-03-31	$362,070	9,000	-59.3%	Call	Sole	2021-05-17
2020-12-31	$921,570	22,100	+27.0%	Put	Sole	2021-02-16
2020-12-31	$725,580	17,400	-97.6%	Call	Sole	2021-02-16
2020-12-31	$30,654,754	735,126	+465.9%	Shares	Sole	2021-02-16
2020-09-30	$3,521,724	129,905	-74.4%	Shares	Sole	2020-11-16
2020-06-30	$14,541,736	508,097	+152.7%	Shares	Sole	2020-08-14
2020-03-31	$3,474,990	201,099	—	Shares	Sole	2020-05-15
No 13F history on record for this holder in this stock.