TWO SIGMA ADVISERS, LP Q4 2020 Filing

Filed February 16, 2021

Portfolio Value

$37.4B

Holdings

2,357

Report Date

Q4 2020

Filing Type

13F-HR

All Holdings (2,357 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
3,055,300$679.6B1815.51%
2
METAFACEBOOK INC
1,720,896$470.1B1255.87%
3
CSCOCISCO SYS INC
10,078,205$451.0B1204.89%
4
AMZNAMAZON COM INC
131,911$429.6B1147.79%
5
VVISA INC
1,953,385$427.3B1141.48%
6
DYHTARGET CORP
2,359,562$416.5B1112.81%
7
HDHOME DEPOT INC
1,550,700$411.9B1100.42%
8
ABBVABBVIE INC
3,659,967$392.2B1047.71%
9
MRKMERCK & CO. INC
4,743,599$388.0B1036.65%
10
ZMZOOM VIDEO COMMUNICATIONS IN
1,127,800$380.4B1016.35%
11
CRWDCROWDSTRIKE HLDGS INC
1,770,000$374.9B1001.64%
12
MCDMCDONALDS CORP
1,708,489$366.6B979.43%
13
LOWLOWES COS INC
2,252,402$361.5B965.87%
14
LMTLOCKHEED MARTIN CORP
976,711$346.7B926.28%
15
PTONPELOTON INTERACTIVE INC
2,256,200$342.3B914.52%
16
NVDANVIDIA CORPORATION
653,300$341.2B911.42%
17
NIONIO INC
6,717,100$327.4B874.66%
18
PEPPEPSICO INC
2,006,285$297.5B794.89%
19
PGPROCTER AND GAMBLE CO
2,102,900$292.6B781.71%
20
CHTRCHARTER COMMUNICATIONS INC N
439,625$290.8B776.99%
21
ELVANTHEM INC
868,862$279.0B745.33%
22
WFCWELLS FARGO CO NEW
9,235,000$278.7B744.61%
23
ETSYETSY INC
1,532,500$272.6B728.40%
24
PFEPFIZER INC
7,304,701$268.9B718.36%
25
BACVERIZON COMMUNICATIONS INC
4,574,663$268.8B718.02%
26
SNAPSNAP INC
5,343,377$267.5B714.77%
27
XLUSELECT SECTOR SPDR TR
4,107,800$257.6B688.09%
28
XLFISELECT SECTOR SPDR TR
3,786,200$255.4B682.27%
29
COSTCOSTCO WHSL CORP NEW
666,302$251.0B670.70%
30
AAPLAPPLE INC
1,886,100$250.3B668.61%
31
KMBKIMBERLY-CLARK CORP
1,852,999$249.8B667.47%
32
NFLXNETFLIX INC
461,200$249.4B666.26%
33
BAXBAXTER INTL INC
3,084,614$247.5B661.25%
34
XYZSQUARE INC
1,106,900$240.9B643.60%
35
WWAYFAIR INC
1,044,200$235.8B629.94%
36
NKENIKE INC
1,621,399$229.4B612.81%
37
KOCOCA COLA CO
4,118,001$225.8B603.33%
38
SPYSPDR S&P 500 ETF TR
596,603$223.1B595.92%
39
XLYSELECT SECTOR SPDR TR
1,383,000$222.4B594.05%
40
OPTUALTICE USA INC
5,825,906$220.6B589.43%
41
WMTWALMART INC
1,428,698$205.9B550.21%
42
PINSPINTEREST INC
3,046,600$200.8B536.38%
43
AMTAMERICAN TOWER CORP NEW
851,800$191.2B510.80%
44
EBAEBAY INC.
3,770,300$189.5B506.16%
45
ZSZSCALER INC
935,600$186.8B499.19%
46
STZCONSTELLATION BRANDS INC
837,700$183.5B490.23%
47
EOGEOG RES INC
3,595,738$179.3B479.07%
48
ADPAUTOMATIC DATA PROCESSING IN
1,003,014$176.7B472.15%
49
GISGENERAL MLS INC
2,976,800$175.0B467.63%
50
RTXRAYTHEON TECHNOLOGIES CORP
2,421,056$173.1B462.53%
51
RUNSUNRUN INC
2,432,830$168.8B450.94%
52
PEOEXELON CORP
3,809,001$160.8B429.64%
53
HUMHUMANA INC
379,996$155.9B416.51%
54
BBYBEST BUY INC
1,519,399$151.6B405.07%
55
FTNTFORTINET INC
1,013,544$150.5B402.19%
56
BSXBOSTON SCIENTIFIC CORP
4,184,060$150.4B401.85%
57
UALUNITED AIRLS HLDGS INC
3,462,100$149.7B400.03%
58
ORLYOREILLY AUTOMOTIVE INC
324,200$146.7B391.99%
59
SPGIS&P GLOBAL INC
442,200$145.4B388.35%
60
FEFIRSTENERGY CORP
4,712,000$144.2B385.34%
61
TRVCCITIGROUP INC
2,277,200$140.4B375.12%
62
CLXCLOROX CO DEL
686,300$138.6B370.23%
63
SHWSHERWIN WILLIAMS CO
186,199$136.8B365.58%
64
AMDADVANCED MICRO DEVICES INC
1,474,268$135.2B361.21%
65
SBACSBA COMMUNICATIONS CORP NEW
464,859$131.2B350.38%
66
CSXCSX CORP
1,439,608$130.6B349.03%
67
GOOGLALPHABET INC
73,486$128.8B344.09%
68
QCOMQUALCOMM INC
820,864$125.0B334.08%
69
VMWEURVMWARE INC
873,100$122.5B327.17%
70
GAPGAP INC
5,952,061$120.2B321.05%
71
MUMICRON TECHNOLOGY INC
1,567,000$117.8B314.73%
72
BACBK OF AMERICA CORP
3,859,300$117.0B312.51%
73
WMWASTE MGMT INC DEL
991,843$117.0B312.49%
74
USMVISHARES TR
1,720,100$116.8B311.94%
75
KMIKINDER MORGAN INC DEL
8,245,491$112.7B301.13%
76
XLVSELECT SECTOR SPDR TR
981,000$111.3B297.31%
77
TSCOTRACTOR SUPPLY CO
782,300$110.0B293.81%
78
PXDEURPIONEER NAT RES CO
943,600$107.5B287.11%
79
TERTERADYNE INC
892,369$107.0B285.82%
80
TSLATESLA INC
150,539$106.2B283.81%
81
NOCNORTHROP GRUMMAN CORP
341,100$103.9B277.69%
82
TSNTYSON FOODS INC
1,580,300$101.8B272.06%
83
ADSKAUTODESK INC
333,301$101.8B271.89%
84
TPRTAPESTRY INC
3,179,145$98.8B263.98%
85
TIFEURTIFFANY & CO NEW
746,106$98.1B262.02%
86
MAMASTERCARD INCORPORATED
264,723$94.5B252.44%
87
CMSCMS ENERGY CORP
1,543,501$94.2B251.58%
88
KSSKOHLS CORP
2,311,300$94.0B251.26%
89
SYFSYNCHRONY FINANCIAL
2,672,600$92.8B247.83%
90
INTUINTUIT
243,600$92.5B247.21%
91
FFORD MTR CO DEL
10,377,800$91.2B243.71%
92
SJMSMUCKER J M CO
780,700$90.2B241.11%
93
CVXCHEVRON CORP NEW
1,063,548$89.8B239.96%
94
YUMYUM BRANDS INC
825,590$89.6B239.44%
95
RSGREPUBLIC SVCS INC
919,273$88.5B236.51%
96
PDDPINDUODUO INC
495,600$88.1B235.24%
97
CXOEURCONCHO RES INC
1,468,752$85.7B228.96%
98
HRLHORMEL FOODS CORP
1,837,600$85.7B228.83%
99
DOCUDOCUSIGN INC
382,600$85.1B227.23%
100
SLBSCHLUMBERGER LTD
3,877,228$84.6B226.12%
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