TWO SIGMA INVESTMENTS, LP

Q1 2025 13F-HR Detailed Holdings

Location
New York, NY
Holdings as of
3/31/2025
Date filed
5/15/2025
Form type
13F-HR
Num holdings
3,162
Total value ($000)
$46,785,867
Net value change ($000)
+932,604 (2.0%)
New positions
452
Sold out positions
443
Turnover %
9.5%
Sector allocation + QoQ delta (equities-only)

Holdings broken out by other managers reported in the original SEC filing. View aggregated holdings

You are on the SEC detailed breakdown page. Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields), and are not merged like the standard holdings view. Switch to aggregated holdings.

Snapshot: Change Analysis

Compared to Q4 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPY 468,508 127.4%
AVGO 247,593 1828.6%
PLTR 233,565 5606.5%
AMD 230,852 NEW
CRM 218,837 542.7%
REGN 211,373 859.0%
MELI 203,219 1718.8%
NOW 185,158 3964.8%
COP 181,055 13674.8%
BSX 179,961 271.6%
Top Reduces (Value $000, Stocks/ETFs)
LLY -236,123 -94.8%
PGR -222,972 -99.2%
V -221,708 -99.2%
LRCX -184,237 -90.8%
APP -178,296 -95.5%
ELV -173,012 -93.5%
BAC -170,602 -72.1%
NKE -156,153 -98.5%
INTC -155,008 -65.3%
NEE -151,890 -99.5%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 815,074 (1.7% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 TWO SIGMA EQUITY PORTFOLIO LLC 028-10704
2 TWO SIGMA SPECTRUM PORTFOLIO, LLC 028-11144
3 Two Sigma Futures Portfolio, LLC 028-16011
4 TWO SIGMA HORIZON PORTFOLIO, LLC 028-15356
5 Two Sigma Equity Spectrum Portfolio, LLC 028-20138
6 Two Sigma Blazar Portfolio, LLC 028-23019
7 Two Sigma Navigator Portfolio, LLC 028-23021