Stocks
TMHC
TWO SIGMA ADVISERS, LP

TWO SIGMA ADVISERS, LP

CIK

0001478735

City

New York

State / Country

NY

Stock

TMHC — Taylor Morrison Home Corp

Top Portfolio Positions

1,938 positions · $48,350,393,680 total · as of Dec 31, 2025

Ticker	Company	Shares	Value (USD)	% of Portfolio
NVDA	Nvidia Corp Technology	8,951,900	$1,669,529,350	3.45%
AAPL	Apple Inc. Technology	5,896,700	$1,603,076,862	3.32%
MSFT	Microsoft Corp Technology	2,673,180	$1,292,803,311	2.67%
AMZN	Amazon Com Inc Consumer Cyclical	4,979,120	$1,149,280,478	2.38%
JPM	Jpmorgan Chase & Co Financial Services	2,204,020	$710,179,324	1.47%
MA	Mastercard Inc Financial Services	1,227,980	$701,029,222	1.45%
MU	Micron Technology Inc Technology	2,331,800	$665,519,038	1.38%
PLTR	Palantir Technologies Inc. Technology	3,674,200	$653,089,050	1.35%
SCHW	Schwab Charles Corp Financial Services	6,283,895	$627,823,949	1.30%
TSLA	Tesla, Inc. Consumer Cyclical	1,389,973	$625,098,657	1.29%

Portfolio Trend

43 quarters · across all stocks

Holdings in TMHC

Shares Held

Position Value (USD)

14 of 14 shown

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2025-12-31	$9,860,725	167,500	+128.8%	Shares	Sole	2026-02-17
2025-06-30	$4,495,944	73,200	+103.3%	Shares	Sole	2025-08-14
2025-03-31	$2,161,440	36,000	+16.1%	Shares	Sole	2025-05-15
2024-12-31	$1,897,510	31,000	+22.5%	Shares	Sole	2025-02-14
2024-06-30	$1,402,632	25,300	+197.6%	Shares	Sole	2024-08-14
2024-03-31	$528,445	8,500	-5.6%	Shares	Sole	2024-05-15
2023-12-31	$480,150	9,000	+1.1%	Shares	Sole	2024-02-14
2023-09-30	$379,229	8,900	-70.9%	Shares	Sole	2023-11-14
2022-06-30	$713,881	30,560	-48.6%	Shares	Sole	2022-08-15
2021-03-31	$1,832,578	59,480	-26.2%	Shares	Sole	2021-05-17
2020-12-31	$2,067,749	80,614	+441.0%	Shares	Sole	2021-02-16
2020-09-30	$366,391	14,900	-82.1%	Shares	Sole	2020-11-16
2020-06-30	$1,605,583	83,234	-41.1%	Shares	Sole	2020-09-15
2020-03-31	$1,555,554	141,414	—	Shares	Sole	2020-05-15
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