TWO SIGMA ADVISERS, LP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$48.8B
Holdings
2,300
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (2,300 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 301 | CDNSCADENCE DESIGN SYSTEM INC | 78,000 | $24.0B | 49.25% | |
| 302 | TPHTRI POINTE HOMES INC | 750,300 | $24.0B | 49.12% | |
| 303 | MFCMANULIFE FINL CORP | 747,055 | $23.9B | 48.93% | |
| 304 | LEUCENTRUS ENERGY CORP | 129,900 | $23.8B | 48.76% | |
| 305 | EVREVERCORE INC | 88,000 | $23.8B | 48.69% | |
| 306 | EHCENCOMPASS HEALTH CORP | 193,665 | $23.7B | 48.67% | |
| 307 | CRAICRA INTL INC | 126,691 | $23.7B | 48.64% | |
| 308 | PCGPG&E CORP | 1,700,900 | $23.7B | 48.59% | |
| 309 | PAGPENSKE AUTOMOTIVE GRP INC | 138,000 | $23.7B | 48.59% | |
| 310 | PGYPAGAYA TECHNOLOGIES LTD | 1,108,082 | $23.6B | 48.41% | |
| 311 | FTITECHNIPFMC PLC | 685,800 | $23.6B | 48.40% | |
| 312 | TECK/BTECK RESOURCES LTD | 578,700 | $23.4B | 47.88% | |
| 313 | BNSBANK NOVA SCOTIA HALIFAX | 416,509 | $23.0B | 47.17% | |
| 314 | PAYCPAYCOM SOFTWARE INC | 98,500 | $22.8B | 46.71% | |
| 315 | BLDRBUILDERS FIRSTSOURCE INC | 195,000 | $22.8B | 46.63% | |
| 316 | KTKT CORP | 1,088,000 | $22.6B | 46.33% | |
| 317 | NTSTNETSTREIT CORP | 1,324,700 | $22.4B | 45.96% | |
| 318 | MDTMEDTRONIC PLC | 256,520 | $22.4B | 45.82% | |
| 319 | DUKDUKE ENERGY CORP NEW | 187,200 | $22.1B | 45.27% | |
| 320 | ALSNALLISON TRANSMISSION HLDGS I | 231,296 | $22.0B | 45.02% | |
| 321 | PG4PRINCIPAL FINANCIAL GROUP IN | 274,000 | $21.8B | 44.60% | |
| 322 | CSWCCAPITAL SOUTHWEST CORP | 983,500 | $21.7B | 44.42% | |
| 323 | EXPEAGLE MATLS INC | 107,200 | $21.7B | 44.40% | |
| 324 | AWNADVANCE AUTO PARTS INC | 463,100 | $21.5B | 44.12% | |
| 325 | BROBROWN & BROWN INC | 193,291 | $21.4B | 43.91% | |
| 326 | RRCRANGE RES CORP | 523,600 | $21.3B | 43.64% | |
| 327 | ODDODDITY TECH LTD | 281,600 | $21.3B | 43.55% | |
| 328 | TXG10X GENOMICS INC | 1,814,600 | $21.0B | 43.06% | |
| 329 | SGSWEETGREEN INC | 1,405,800 | $20.9B | 42.87% | |
| 330 | BKNGBOOKING HOLDINGS INC | 3,600 | $20.8B | 42.71% | |
| 331 | GPORGULFPORT ENERGY CORP | 103,600 | $20.8B | 42.71% | |
| 332 | VNETVNET GROUP INC | 2,952,700 | $20.4B | 41.75% | |
| 333 | LWLAMB WESTON HLDGS INC | 390,100 | $20.2B | 41.45% | |
| 334 | FUTUFUTU HLDGS LTD | 163,600 | $20.2B | 41.43% | |
| 335 | IBNICICI BANK LIMITED | 600,400 | $20.2B | 41.39% | |
| 336 | PYPLPAYPAL HLDGS INC | 269,800 | $20.1B | 41.09% | |
| 337 | NOMDNOMAD FOODS LTD | 1,176,700 | $20.0B | 40.97% | |
| 338 | BHFBRIGHTHOUSE FINL INC | 368,300 | $19.8B | 40.58% | |
| 339 | CORZCORE SCIENTIFIC INC NEW | 1,150,200 | $19.6B | 40.23% | |
| 340 | NTLAINTELLIA THERAPEUTICS INC | 2,093,017 | $19.6B | 40.23% | |
| 341 | OXYOCCIDENTAL PETE CORP | 462,500 | $19.4B | 39.81% | |
| 342 | BCPCBALCHEM CORP | 121,000 | $19.3B | 39.47% | |
| 343 | DVAXDYNAVAX TECHNOLOGIES CORP | 1,940,618 | $19.3B | 39.45% | |
| 344 | HONHONEYWELL INTL INC | 82,400 | $19.2B | 39.32% | |
| 345 | ERICTELEFONAKTIEBOLAGET LM ERICS | 2,258,600 | $19.2B | 39.25% | |
| 346 | KSSKOHLS CORP | 2,253,100 | $19.1B | 39.15% | |
| 347 | GSLGLOBAL SHIP LEASE INC NEW | 721,600 | $19.0B | 38.90% | |
| 348 | MGYMAGNOLIA OIL & GAS CORP | 843,000 | $19.0B | 38.83% | |
| 349 | EX9EXELIXIS INC | 428,790 | $18.9B | 38.73% | |
| 350 | ALLYALLY FINL INC | 483,800 | $18.8B | 38.61% | |
| 351 | AGXARGAN INC | 85,400 | $18.8B | 38.58% | |
| 352 | ADMAADMA BIOLOGICS INC | 1,033,400 | $18.8B | 38.56% | |
| 353 | ANFABERCROMBIE & FITCH CO | 225,000 | $18.6B | 38.20% | |
| 354 | SYFSYNCHRONY FINANCIAL | 276,700 | $18.5B | 37.84% | |
| 355 | RYANRYAN SPECIALTY HOLDINGS INC | 271,200 | $18.4B | 37.78% | |
| 356 | ALBALBEMARLE CORP | 293,900 | $18.4B | 37.74% | |
| 357 | LLYELI LILLY & CO | 23,500 | $18.3B | 37.54% | |
| 358 | EPRTESSENTIAL PPTYS RLTY TR INC | 568,500 | $18.1B | 37.17% | |
| 359 | OROR ROYALTIES INC. | 703,800 | $18.1B | 37.08% | |
| 360 | DTMDT MIDSTREAM INC | 163,400 | $18.0B | 36.80% | |
| 361 | FNFFIDELITY NATIONAL FINANCIAL | 319,400 | $17.9B | 36.69% | |
| 362 | ITGRINTEGER HLDGS CORP | 142,730 | $17.6B | 35.97% | |
| 363 | ODFLOLD DOMINION FREIGHT LINE IN | 108,100 | $17.5B | 35.95% | |
| 364 | TRPTC ENERGY CORP | 358,496 | $17.5B | 35.84% | |
| 365 | ETSYETSY INC | 344,200 | $17.3B | 35.38% | |
| 366 | STWDSTARWOOD PPTY TR INC | 858,300 | $17.2B | 35.30% | |
| 367 | BPOPPOPULAR INC | 155,800 | $17.2B | 35.19% | |
| 368 | TWLOTWILIO INC | 137,997 | $17.2B | 35.17% | |
| 369 | ADTADT INC DEL | 1,996,200 | $16.9B | 34.65% | |
| 370 | RDNRADIAN GROUP INC | 465,300 | $16.8B | 34.34% | |
| 371 | PSECPROSPECT CAP CORP | 5,267,100 | $16.7B | 34.32% | |
| 372 | CMSCMS ENERGY CORP | 240,500 | $16.7B | 34.14% | |
| 373 | GTYGETTY RLTY CORP NEW | 602,400 | $16.7B | 34.12% | |
| 374 | HCIHCI GROUP INC | 109,200 | $16.6B | 34.06% | |
| 375 | ESNTESSENT GROUP LTD | 272,600 | $16.6B | 33.92% | |
| 376 | TNDMTANDEM DIABETES CARE INC | 888,083 | $16.6B | 33.92% | |
| 377 | GGBGERDAU SA | 5,667,060 | $16.5B | 33.91% | |
| 378 | OHIOMEGA HEALTHCARE INVS INC | 446,800 | $16.4B | 33.56% | |
| 379 | TSLXSIXTH STREET SPECIALTY LENDI | 678,886 | $16.2B | 33.12% | |
| 380 | IMCRIMMUNOCORE HLDGS PLC | 512,430 | $16.1B | 32.95% | |
| 381 | BBARRICK MNG CORP | 767,000 | $16.0B | 32.72% | |
| 382 | QLYSQUALYS INC | 111,600 | $15.9B | 32.67% | |
| 383 | PAYOPAYONEER GLOBAL INC | 2,326,300 | $15.9B | 32.65% | |
| 384 | PAASPAN AMERN SILVER CORP | 560,443 | $15.9B | 32.62% | |
| 385 | WTWISDOMTREE INC | 1,381,600 | $15.9B | 32.59% | |
| 386 | SKWDSKYWARD SPECIALTY INS GROUP | 274,600 | $15.9B | 32.52% | |
| 387 | SSNCSS&C TECHNOLOGIES HLDGS INC | 189,200 | $15.7B | 32.10% | |
| 388 | TVTXTRAVERE THERAPEUTICS INC | 1,057,700 | $15.7B | 32.08% | |
| 389 | BAPCREDICORP LTD | 69,900 | $15.6B | 32.02% | |
| 390 | SEBSEABOARD CORP DEL | 5,415 | $15.5B | 31.75% | |
| 391 | OVVOVINTIV INC | 406,350 | $15.5B | 31.68% | |
| 392 | FUBOFUBOTV INC | 4,000,800 | $15.4B | 31.65% | |
| 393 | LUNRINTUITIVE MACHINES INC | 1,420,116 | $15.4B | 31.63% | |
| 394 | ALKALASKA AIR GROUP INC | 311,200 | $15.4B | 31.55% | |
| 395 | RHCRH PLC | 166,700 | $15.3B | 31.36% | |
| 396 | UPWKUPWORK INC | 1,137,600 | $15.3B | 31.33% | |
| 397 | EZPWEZCORP INC | 1,091,970 | $15.2B | 31.06% | |
| 398 | TFIITFI INTL INC | 168,110 | $15.1B | 30.89% | |
| 399 | FROGJFROG LTD | 341,200 | $15.0B | 30.68% | |
| 400 | BENFRANKLIN RESOURCES INC | 627,400 | $15.0B | 30.66% |