TWO SIGMA ADVISERS, LP

CIK

1478735

City

NEW YORK

State / Country

Stock

TLYS — Tilly's, Inc.

Top Portfolio Positions

2,283 positions · $51,439,556,723 total · as of Dec 31, 2025

Ticker	Company	Shares	Value (USD)	% of Portfolio
NVDA	Nvidia Corp Technology	8,951,900	$1,669,529,350	3.25%
AAPL	Apple Inc. Technology	5,896,700	$1,603,076,862	3.12%
MSFT	Microsoft Corp Technology	2,673,180	$1,292,803,311	2.51%
AMZN	Amazon Com Inc Consumer Cyclical	4,979,120	$1,149,280,478	2.23%
JPM	Jpmorgan Chase & Co Financial Services	2,204,020	$710,179,324	1.38%
MA	Mastercard Inc Financial Services	1,227,980	$701,029,222	1.36%
MU	Micron Technology Inc Technology	2,331,800	$665,519,038	1.29%
PLTR	Palantir Technologies Inc. Technology	3,674,200	$653,089,050	1.27%
SCHW	Schwab Charles Corp Financial Services	6,283,895	$627,823,949	1.22%
TSLA	Tesla, Inc. Consumer Cyclical	1,389,973	$625,098,657	1.22%

24 quarters · across all stocks

19 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2025-12-31	$356,210	179,000	-2.2%	Shares	Sole	2026-02-17
2025-09-30	$377,186	183,100	+246.1%	Shares	Sole	2025-11-14
2025-06-30	$73,002	52,900	+185.9%	Shares	Sole	2025-08-14
2024-09-30	$94,350	18,500	-46.7%	Shares	Sole	2024-11-14
2024-06-30	$209,241	34,700	+129.8%	Shares	Sole	2024-08-14
2023-06-30	$105,851	15,100	-9.0%	Shares	Sole	2023-08-14
2023-03-31	$127,986	16,600	-24.5%	Shares	Sole	2023-05-15
2022-12-31	$199,100	22,000	-48.5%	Shares	Sole	2023-02-14
2022-09-30	$295,484	42,700	-39.3%	Shares	Sole	2022-11-14
2022-06-30	$494,208	70,400	-69.8%	Shares	Sole	2022-08-15
2022-03-31	$2,182,752	233,200	-44.3%	Shares	Sole	2022-05-16
2021-12-31	$6,742,035	418,500	-0.3%	Shares	Sole	2022-02-14
2021-09-30	$5,878,596	419,600	+73.0%	Shares	Sole	2021-11-15
2021-06-30	$3,875,150	242,500	+170.9%	Shares	Sole	2021-08-16
2021-03-31	$1,013,140	89,500	+43.9%	Shares	Sole	2021-05-17
2020-12-31	$507,552	62,200	-5.2%	Shares	Sole	2021-02-16
2020-09-30	$395,568	65,600	-24.6%	Shares	Sole	2020-11-16
2020-06-30	$493,290	87,000	-12.1%	Shares	Sole	2020-09-15
2020-03-31	$408,861	98,998	—	Shares	Sole	2020-05-15
No 13F history on record for this holder in this stock.