TWO SIGMA INVESTMENTS, LP Q3 2024 Filing

Filed November 14, 2024

Portfolio Value

$45.6B

Holdings

3,030

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (3,030 positions)

#StockSharesValue% PortfolioType
1
SPYSPDR S&P 500 ETF TR
903,042$518.1B1135.39%Put
2
NDQINVESCO QQQ TR
798,450$389.7B853.96%
3
DASHDOORDASH INC
1,901,767$271.4B594.82%
4
MSFTMICROSOFT CORP
630,659$271.4B594.67%Call
5
MUMICRON TECHNOLOGY INC
2,609,806$270.7B593.11%
6
AAPLAPPLE INC
1,152,358$268.5B588.37%
7
CVNACARVANA CO
1,517,358$264.2B578.92%
8
JDJD.COM INC
6,475,537$259.0B567.60%
9
SNOWSNOWFLAKE INC
2,226,984$255.8B560.53%
10
GOOGLALPHABET INC
1,533,906$254.4B557.47%
11
CMECME GROUP INC
1,149,839$253.7B555.97%
12
NVDANVIDIA CORPORATION
2,056,588$249.8B547.29%
13
PFEPFIZER INC
8,601,843$248.9B545.51%
14
TMOTHERMO FISHER SCIENTIFIC INC
397,225$245.7B538.44%
15
FTNTFORTINET INC
3,167,870$245.7B538.34%
16
BMYBRISTOL-MYERS SQUIBB CO
4,721,241$244.3B535.29%
17
CAVACAVA GROUP INC
1,971,140$244.1B534.96%
18
QCOMQUALCOMM INC
1,425,124$242.3B531.05%
19
CSCOCISCO SYS INC
4,545,544$241.9B530.11%
20
LMTLOCKHEED MARTIN CORP
410,038$239.7B525.25%
21
HUMHUMANA INC
750,907$237.8B521.19%
22
SPOTSPOTIFY TECHNOLOGY S A
644,703$237.6B520.65%
23
CCLCARNIVAL CORP
12,847,407$237.4B520.27%Put
24
DYHTARGET CORP
1,516,082$236.3B517.81%
25
ICEINTERCONTINENTAL EXCHANGE IN
1,450,441$233.0B510.58%
26
XLVSELECT SECTOR SPDR TR
1,511,200$232.8B510.05%
27
NKENIKE INC
2,584,093$228.4B500.57%
28
AVGOBROADCOM INC
1,319,908$227.7B498.93%
29
VVISA INC
826,244$227.2B497.82%
30
UPSUNITED PARCEL SERVICE INC
1,663,746$226.8B497.07%
31
KLACKLA CORP
292,484$226.5B496.34%
32
BACBANK AMERICA CORP
5,683,991$225.5B494.24%
33
ELLAUDER ESTEE COS INC
2,235,321$222.8B488.32%
34
NOCNORTHROP GRUMMAN CORP
417,255$220.3B482.84%
35
MRKMERCK & CO INC
1,936,933$220.0B482.00%
36
HOODROBINHOOD MKTS INC
9,378,647$219.6B481.32%
37
ABTABBOTT LABS
1,926,548$219.6B481.32%
38
MAMASTERCARD INCORPORATED
443,996$219.2B480.44%
39
PGRPROGRESSIVE CORP
856,893$217.4B476.50%
40
MLB1MERCADOLIBRE INC
105,891$217.3B476.14%
41
UBERUBER TECHNOLOGIES INC
2,890,763$217.3B476.11%Put
42
LRCXEURLAM RESEARCH CORP
262,103$213.9B468.72%
43
XLKSELECT SECTOR SPDR TR
945,551$213.5B467.78%
44
NCLHNORWEGIAN CRUISE LINE HLDG L
10,242,897$210.1B460.36%Put
45
WCNWASTE CONNECTIONS INC
1,140,147$203.9B446.77%
46
BDXBECTON DICKINSON & CO
842,709$203.2B445.23%
47
CVSCVS HEALTH CORP
3,221,385$202.6B443.88%
48
WFCWELLS FARGO CO NEW
3,545,444$200.3B438.89%
49
IWFISHARES TR
532,400$199.9B437.94%
50
CITHE CIGNA GROUP
576,665$199.8B437.78%
51
TSMTAIWAN SEMICONDUCTOR MFG LTD
1,119,264$194.4B425.96%
52
ABGCENCORA INC
860,623$193.7B424.48%
53
APPAPPLOVIN CORP
1,466,845$191.5B419.63%
54
GDGENERAL DYNAMICS CORP
624,631$188.8B413.64%
55
TEAMATLASSIAN CORPORATION
1,176,797$186.9B409.53%
56
EEMISHARES TR
4,006,509$183.7B402.63%
57
4I1PHILIP MORRIS INTL INC
1,483,280$180.1B394.60%
58
WDAYWORKDAY INC
724,335$177.0B387.94%
59
LLYELI LILLY & CO
199,736$177.0B387.77%
60
SHWSHERWIN WILLIAMS CO
450,482$171.9B376.77%
61
SESEA LTD
1,820,470$171.6B376.11%
62
INTUINTUIT
267,450$166.1B363.95%
63
MSCIMSCI INC
283,913$165.5B362.67%
64
VUGVANGUARD INDEX FDS
421,600$161.9B354.70%
65
NDAQNASDAQ INC
2,189,573$159.9B350.31%
66
RBLXROBLOX CORP
3,592,844$159.0B348.47%
67
NXPINXP SEMICONDUCTORS N V
654,930$157.2B344.45%
68
APHAMPHENOL CORP NEW
2,410,314$157.1B344.16%
69
LNGCHENIERE ENERGY INC
821,101$147.7B323.59%
70
IVVISHARES TR
255,400$147.3B322.83%
71
COSTCOSTCO WHSL CORP NEW
165,908$147.1B322.30%
72
BPBP PLC
4,672,661$146.7B321.41%
73
ILMNILLUMINA INC
1,114,166$145.3B318.40%
74
BKNG 0.75 05/01/25BOOKING HOLDINGS INC
63,801,000$142.7B312.79%
75
STXSEAGATE TECHNOLOGY HLDNGS PL
1,300,462$142.4B312.13%Put
76
CAGCONAGRA BRANDS INC
4,284,241$139.3B305.30%
77
STX 3.5 06/01/28SEAGATE HDD CAYMAN
96,464,000$138.5B303.44%
78
WMWASTE MGMT INC DEL
664,126$137.9B302.12%
79
TJXTJX COS INC NEW
1,170,996$137.6B301.61%
80
CAHCARDINAL HEALTH INC
1,238,087$136.8B299.85%
81
SHELSHELL PLC
2,071,301$136.6B299.34%
82
VSTVISTRA CORP
1,144,829$135.7B297.38%
83
VRSKVERISK ANALYTICS INC
504,905$135.3B296.48%
84
RSGREPUBLIC SVCS INC
663,500$133.3B292.01%
85
NFLXNETFLIX INC
186,742$132.4B290.24%
86
HONHONEYWELL INTL INC
627,305$129.7B284.15%
87
WINGWINGSTOP INC
308,386$128.3B281.18%
88
BIIBBIOGEN INC
648,702$125.7B275.55%
89
JBLJABIL INC
1,041,261$124.8B273.42%
90
WABWABTEC
674,185$122.5B268.54%
91
MDTMEDTRONIC PLC
1,355,419$122.0B267.41%
92
NUNU HLDGS LTD
8,809,951$120.3B263.52%
93
DDDUPONT DE NEMOURS INC
1,321,205$117.7B257.99%
94
CMCSACOMCAST CORP NEW
2,814,075$117.5B257.58%
95
COINCOINBASE GLOBAL INC
652,000$116.2B254.56%Put
96
AMGNAMGEN INC
358,741$115.6B253.30%
97
AESAES CORP
5,737,350$115.1B252.20%
98
STMSTMICROELECTRONICS N V
3,749,700$111.5B244.29%
99
FNVFRANCO NEV CORP
894,209$111.1B243.47%
100
CRCCANADIAN NAT RES LTD
3,329,980$110.6B242.34%
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