TWO SIGMA INVESTMENTS, LP Q2 2023 Filing

Filed August 14, 2023

Portfolio Value

$39869.9T

Holdings

2,903

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (2,903 positions)

#StockSharesValue% PortfolioType
1
NDQINVESCO QQQ TR
2,722,043$1005.6T2.52%Put
2
SPYSPDR S&P 500 ETF TR
1,381,117$612.2T1.54%Put
3
AALAMERICAN AIRLS GROUP INC
22,070,409$395.9T0.99%Put
4
NEENEXTERA ENERGY INC
4,660,816$345.8T0.87%Put
5
CCLCARNIVAL CORP
16,888,495$318.0T0.80%Put
6
NVDANVIDIA CORPORATION
693,906$293.5T0.74%
7
RCLROYAL CARIBBEAN GROUP
2,746,270$284.9T0.71%Put
8
NCLHNORWEGIAN CRUISE LINE HLDG L
12,478,078$271.6T0.68%Put
9
FFORD MTR CO DEL
17,769,253$268.8T0.67%
10
VVISA INC
1,101,325$261.5T0.66%
11
IWMISHARES TR
1,387,519$259.8T0.65%Put
12
ABBVABBVIE INC
1,836,883$247.5T0.62%
13
ELVELEVANCE HEALTH INC
555,940$247.0T0.62%
14
PYPLPAYPAL HLDGS INC
3,619,050$241.5T0.61%
15
NKENIKE INC
2,150,643$237.4T0.60%
16
WMTWALMART INC
1,488,390$233.9T0.59%
17
CVSCVS HEALTH CORP
3,359,782$232.3T0.58%
18
LMTLOCKHEED MARTIN CORP
485,961$223.7T0.56%
19
HONHONEYWELL INTL INC
1,065,766$221.1T0.55%
20
KOCOCA COLA CO
3,654,408$220.1T0.55%
21
AMGNAMGEN INC
986,901$219.1T0.55%
22
TMOTHERMO FISHER SCIENTIFIC INC
419,834$219.0T0.55%
23
MCDMCDONALDS CORP
717,848$214.2T0.54%
24
ZMZOOM VIDEO COMMUNICATIONS IN
3,131,883$212.6T0.53%
25
BMYBRISTOL-MYERS SQUIBB CO
3,197,761$204.5T0.51%
26
RBLXROBLOX CORP
5,037,692$203.0T0.51%
27
DYHTARGET CORP
1,529,760$201.8T0.51%
28
DASHDOORDASH INC
2,582,369$197.3T0.49%
29
SNAPSNAP INC
16,660,856$197.3T0.49%
30
AAPLAPPLE INC
1,016,690$197.2T0.49%
31
DKNGDRAFTKINGS INC NEW
7,398,711$196.6T0.49%
32
XLUSELECT SECTOR SPDR TR
2,999,100$196.3T0.49%
33
ABNBAIRBNB INC
1,519,696$194.8T0.49%Put
34
NSCNORFOLK SOUTHN CORP
851,879$193.2T0.48%
35
UUNITY SOFTWARE INC
4,448,777$193.2T0.48%
36
JCIJOHNSON CTLS INTL PLC
2,832,450$193.0T0.48%
37
EMREMERSON ELEC CO
2,121,944$191.8T0.48%
38
UNPUNION PAC CORP
936,583$191.6T0.48%
39
NDAQNASDAQ INC
3,838,264$191.3T0.48%
40
PLTRPALANTIR TECHNOLOGIES INC
12,348,671$189.3T0.47%
41
CSXCSX CORP
5,427,225$185.1T0.46%
42
FCXFREEPORT-MCMORAN INC
4,574,275$183.0T0.46%
43
DOCUDOCUSIGN INC
3,480,386$177.8T0.45%
44
CBCHUBB LIMITED
916,226$176.4T0.44%
45
LNGCHENIERE ENERGY INC
1,153,051$175.7T0.44%
46
CMGCHIPOTLE MEXICAN GRILL INC
81,069$173.4T0.43%
47
CMECME GROUP INC
919,861$170.4T0.43%
48
TRVCCITIGROUP INC
3,667,187$168.8T0.42%
49
DUKDUKE ENERGY CORP NEW
1,861,908$167.1T0.42%Put
50
METMETLIFE INC
2,940,623$166.2T0.42%
51
ZSZSCALER INC
1,122,022$164.2T0.41%
52
CLXCLOROX CO DEL
1,005,653$159.9T0.40%
53
ROKUROKU INC
2,481,961$158.7T0.40%
54
KMBKIMBERLY-CLARK CORP
1,118,285$154.4T0.39%
55
PFEPFIZER INC
4,205,489$154.3T0.39%
56
VRSKVERISK ANALYTICS INC
678,900$153.5T0.38%
57
DONSPDR DOW JONES INDL AVERAGE
440,450$151.4T0.38%
58
ADPAUTOMATIC DATA PROCESSING IN
685,095$150.6T0.38%
59
SRPTSAREPTA THERAPEUTICS INC
1,289,198$147.6T0.37%
60
ETSYETSY INC
1,705,064$144.3T0.36%
61
COINCOINBASE GLOBAL INC
1,984,654$142.0T0.36%Put
62
HPEHEWLETT PACKARD ENTERPRISE C
8,395,566$141.0T0.35%
63
WWAYFAIR INC
2,133,400$138.7T0.35%Put
64
IBMINTERNATIONAL BUSINESS MACHS
1,034,565$138.4T0.35%
65
RSGREPUBLIC SVCS INC
900,521$137.9T0.35%
66
VRTXVERTEX PHARMACEUTICALS INC
388,883$136.9T0.34%
67
LILI AUTO INC
3,894,354$136.7T0.34%
68
MLB1MERCADOLIBRE INC
113,304$134.2T0.34%
69
BABOEING CO
634,030$133.9T0.34%
70
XYLXYLEM INC
1,187,960$133.8T0.34%
71
BSXBOSTON SCIENTIFIC CORP
2,445,461$132.3T0.33%
72
INCYINCYTE CORP
2,104,674$131.0T0.33%
73
ONONON HLDG AG
3,917,063$129.3T0.32%
74
FISFIDELITY NATL INFORMATION SV
2,324,352$127.1T0.32%
75
AG8AGILENT TECHNOLOGIES INC
1,051,180$126.4T0.32%
76
MNDYMONDAY COM LTD
736,971$126.2T0.32%
77
JNJJOHNSON & JOHNSON
750,808$124.3T0.31%
78
BRK/BBERKSHIRE HATHAWAY INC DEL
362,066$123.5T0.31%
79
CLCOLGATE PALMOLIVE CO
1,584,677$122.1T0.31%
80
MSIMOTOROLA SOLUTIONS INC
409,278$120.0T0.30%
81
AEPAMERICAN ELEC PWR CO INC
1,414,614$119.1T0.30%Put
82
ICEINTERCONTINENTAL EXCHANGE IN
1,047,035$118.4T0.30%
83
SHWSHERWIN WILLIAMS CO
443,658$117.8T0.30%
84
HSYHERSHEY CO
460,144$114.9T0.29%
85
SBACSBA COMMUNICATIONS CORP NEW
485,987$112.6T0.28%
86
HCAHCA HEALTHCARE INC
368,474$111.8T0.28%
87
USBUS BANCORP DEL
3,280,160$108.4T0.27%
88
USX1UNITED STATES STL CORP NEW
4,322,248$108.1T0.27%Put
89
LINLINDE PLC
283,513$108.0T0.27%
90
PXD 0.25 05/15/25PIONEER NAT RES CO
48,836,000$107.4T0.27%
91
RIGTRANSOCEAN LTD
15,236,435$106.8T0.27%Put
92
WMWASTE MGMT INC DEL
613,139$106.3T0.27%
93
ARKKARK ETF TR
2,404,210$106.1T0.27%
94
SOFISOFI TECHNOLOGIES INC
12,671,400$105.7T0.27%Put
95
PAYXPAYCHEX INC
944,553$105.7T0.27%
96
AAALCOA CORP
3,114,083$105.7T0.27%
97
DKSDICKS SPORTING GOODS INC
793,350$104.9T0.26%
98
PANW 0.375 06/01/25PALO ALTO NETWORKS INC
40,000,000$102.9T0.26%
99
XYZBLOCK INC
1,537,750$102.4T0.26%
100
PGPROCTER AND GAMBLE CO
672,598$102.1T0.26%
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