TWO SIGMA INVESTMENTS, LP

CIK

1179392

City

NEW YORK

State / Country

Stock

PODD — Insulet 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%

Portfolio Trend

25 quarters · across all stocks

Holdings in PODD

Compact Export CSV

Shares Held

Position Value (USD)

28 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$159,971,314	762,349	+107.9%	Shares	Sole	2026-05-15
2025-12-31	$104,237,061	366,722	+46.2%	Shares	Sole	2026-02-17
2025-09-30	$77,430,718	250,804	-31.0%	Shares	Sole	2025-11-14
2025-06-30	$114,183,065	363,432	+2105.2%	Shares	Sole	2025-08-14
2025-03-31	$4,328,075	16,481	-2.9%	Shares	Sole	2025-05-15
2024-12-31	$4,432,446	16,978	-56.6%	Shares	Sole	2025-02-14
2024-09-30	$9,103,318	39,112	-56.5%	Shares	Sole	2024-11-14
2024-06-30	$18,152,313	89,952	+37.7%	Shares	Sole	2024-08-14
2024-03-31	$11,198,590	65,336	+248.5%	Shares	Sole	2024-05-15
2023-09-30	$2,990,118	18,748	+86.8%	Shares	Sole	2023-11-14
2023-06-30	$2,893,491	10,035	+812.3%	Shares	Sole	2023-08-14
2021-12-31	$292,677	1,100	-80.4%	Call	Sole	2022-02-14
2021-12-31	$1,489,992	5,600	-18.8%	Put	Sole	2022-02-14
2021-09-30	$1,961,187	6,900	+7.8%	Call	Sole	2021-11-15
2021-09-30	$1,819,072	6,400	+1.6%	Put	Sole	2021-11-15
2021-06-30	$1,729,413	6,300	+215.0%	Put	Sole	2021-08-16
2021-06-30	$549,020	2,000	0.0%	Call	Sole	2021-08-16
2021-03-31	$521,840	2,000	-16.7%	Put	Sole	2021-05-17
2020-12-31	$613,512	2,400	-57.9%	Call	Sole	2021-02-16
2020-12-31	$1,457,091	5,700	+96.6%	Put	Sole	2021-02-16
2020-09-30	$686,111	2,900	-25.6%	Call	Sole	2020-11-16
2020-09-30	$922,701	3,900	-23.5%	Put	Sole	2020-11-16
2020-06-30	$990,726	5,100	-90.3%	Put	Sole	2020-08-14
2020-06-30	$10,266,252	52,848	+1368.0%	Shares	Sole	2020-08-14
2020-06-30	$699,336	3,600	-96.2%	Call	Sole	2020-08-14
2020-03-31	$15,657,588	94,505	+2853.3%	Shares	Sole	2020-05-15
2020-03-31	$530,176	3,200	-50.8%	Call	Sole	2020-05-15
2020-03-31	$1,076,920	6,500	—	Put	Sole	2020-05-15
No 13F history on record for this holder in this stock.