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TWO SIGMA INVESTMENTS, LP 13F 持仓明细(2026-03-31) · 小隐寺数据中心
TWO SIGMA INVESTMENTS, LP
报告期 2026-03-31 · CIK 0001179392
持仓数
4,546
前50大市值合计
$34.48B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 8
增持 72
减持 65
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$354.5M
829,936
-76%
增持
QQQ
INVESCO QQQ TR
+$265.4M
1,463,008
+101%
建仓
UPST
UPSTART HLDGS INC
+$246.8M
779,871
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
PFE
PFIZER INC
-$241.2M
129,600
-98%
减持
SQ
SQUARE INC
-$232.0M
733,187
-56%
增持
LLY
LILLY ELI & CO
+$227.8M
1,004,010
+5357%
增持
—
LAM RESEARCH CORP
+$226.6M
601,714
+238%
减持
AMD
ADVANCED MICRO DEVICES INC
-$226.5M
293,486
-89%
减持
TJX
TJX COS INC NEW
-$225.3M
70,600
-98%
增持
CSCO
CISCO SYS INC
+$224.9M
4,403,773
+1481%
减持
ROKU
ROKU INC
-$224.2M
224,895
-65%
增持
CVX
CHEVRON CORP NEW
+$222.7M
2,323,855
+1760%
减持
TGT
TARGET CORP
-$221.5M
48,841
-95%
减持
SBUX
STARBUCKS CORP
-$205.3M
538,810
-77%
建仓
GE
GENERAL ELECTRIC CO
+$196.0M
1,901,949
减持
FUTU
FUTU HLDGS LTD
-$191.4M
130,689
-88%
建仓
DHR
DANAHER CORPORATION
+$190.3M
624,978
减持
CNI
CANADIAN NATL RY CO
-$188.6M
339,307
-84%
增持
MA
MASTERCARD INCORPORATED
+$186.5M
691,176
+369%
增持
SPY
SPDR S&P 500 ETF TR
+$183.5M
1,334,165
+47%
增持
FTNT
FORTINET INC
+$183.2M
646,673
+2640%
建仓
A
AGILENT TECHNOLOGIES INC
+$182.8M
1,160,653
增持
INTU
INTUIT
+$181.4M
338,964
+11199%
增持
MO
ALTRIA GROUP INC
+$179.1M
4,025,740
+4522%
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$174.1M
959,684
减持
MCD
MCDONALDS CORP
-$174.0M
75,400
-91%
增持
PM
PHILIP MORRIS INTL INC
+$172.9M
2,294,197
+410%
减持
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$171.0M
123,809
-76%
减持
WFC
WELLS FARGO CO NEW
-$171.0M
56,200
-99%
增持
ILMN
ILLUMINA INC
+$170.8M
514,650
+541%
减持
ABBV
ABBVIE INC
-$166.9M
1,006,215
-59%
增持
PYPL
PAYPAL HLDGS INC
+$166.3M
1,160,427
+149%
增持
VZ
VERIZON COMMUNICATIONS INC
+$163.9M
4,024,773
+321%
增持
GILD
GILEAD SCIENCES INC
+$163.4M
3,480,670
+201%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$161.4M
12,400
-99%
减持
ABT
ABBOTT LABS
-$154.5M
815,635
-62%
减持
TSLA
TESLA INC
-$153.3M
50,355
-82%
减持
JNJ
JOHNSON & JOHNSON
-$152.2M
824,944
-52%
增持
DDOG
DATADOG INC
+$147.9M
1,124,060
+967%
增持
—
EXXON MOBIL CORP
+$147.9M
2,579,037
+4128%
增持
—
TWITTER INC
+$146.4M
3,075,925
+438%
建仓
NEM
NEWMONT CORP
+$144.6M
2,663,140
增持
META
FACEBOOK INC
+$141.9M
623,273
+211%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$141.7M
82,215
+1544%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$141.0M
851,988
+478%
增持
CLX
CLOROX CO DEL
+$140.8M
968,162
+791%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$136.5M
3,927,599
+328%
增持
CHTR
CHARTER COMMUNICATIONS INC N
+$136.3M
316,717
+143%
减持
PINS
PINTEREST INC
-$134.7M
476,146
-76%
减持
SNAP
SNAP INC
-$132.7M
2,305,596
-48%
减持
DELL
DELL TECHNOLOGIES INC
-$131.9M
9,000
-99%
减持
ULTA
ULTA BEAUTY INC
-$130.7M
92,467
-81%
增持
—
GLAXOSMITHKLINE PLC
+$129.2M
3,457,267
+4645%
减持
KSS
KOHLS CORP
-$127.9M
926,848
-70%
增持
—
ATLASSIAN CORP PLC
+$125.4M
545,298
+59%
减持
LMT
LOCKHEED MARTIN CORP
-$125.0M
261,308
-54%
减持
UPS
UNITED PARCEL SERVICE INC
-$124.7M
85,282
-87%
减持
WM
WASTE MGMT INC DEL
-$120.5M
105,879
-89%
增持
ETSY
ETSY INC
+$114.9M
947,283
+138%
减持
FIS
FIDELITY NATL INFORMATION SV
-$112.4M
23,200
-97%
建仓
AI
C3 AI INC
+$110.4M
2,382,836
增持
—
CARNIVAL CORP
+$109.9M
5,811,481
+332%
增持
—
SPOTIFY TECHNOLOGY S A
+$109.2M
536,858
+1154%
减持
COST
COSTCO WHSL CORP NEW
-$107.9M
416,784
-44%
减持
HBAN
HUNTINGTON BANCSHARES INC
-$106.4M
51,700
-99%
增持
CME
CME GROUP INC
+$105.2M
629,050
+715%
减持
KMB
KIMBERLY-CLARK CORP
-$103.7M
974,533
-44%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$103.3M
811,947
+470%
增持
MS
MORGAN STANLEY
+$102.8M
1,265,282
+471%
增持
SPGI
S&P GLOBAL INC
+$101.9M
515,907
+81%
减持
—
ICON PLC
-$100.9M
109,324
-83%
增持
SAM
BOSTON BEER INC
+$100.7M
230,018
+1320%
减持
UNH
UNITEDHEALTH GROUP INC
-$99.0M
21,650
-92%
增持
GTM
ZOOMINFO TECHNOLOGIES INC
+$98.9M
1,843,431
+594%
减持
EA
ELECTRONIC ARTS INC
-$98.5M
11,000
-98%
增持
TME
TENCENT MUSIC ENTMT GROUP
+$98.5M
14,045,498
+6382%
增持
CAT
CATERPILLAR INC
+$98.4M
1,260,107
+91%
减持
—
VMWARE INC
-$97.9M
766,487
-42%
减持
BIDU
BAIDU INC
-$95.2M
756,987
-27%
增持
ECL
ECOLAB INC
+$94.9M
695,687
+185%
增持
—
DRAFTKINGS INC
+$93.5M
1,972,695
+6610%
减持
QCOM
QUALCOMM INC
-$93.2M
1,847,825
-20%
增持
BEKE
KE HLDGS INC
+$92.2M
5,142,462
+13989%
减持
FIVE
FIVE BELOW INC
-$91.5M
23,694
-95%
增持
CMCSA
COMCAST CORP NEW
+$89.9M
1,619,400
+13025%
减持
KRE
SPDR SER TR
-$87.5M
300,690
-82%
增持
SNPS
SYNOPSYS INC
+$87.0M
329,926
+671%
清仓
—
PRA HEALTH SCIENCES INC
-$86.9M
0
-100%
增持
EMR
EMERSON ELEC CO
+$86.1M
1,135,766
+423%
减持
PG
PROCTER AND GAMBLE CO
-$84.2M
63,334
-91%
减持
AA
ALCOA CORP
+$83.1M
1,877,870
-51%
增持
ALRM
ALARM COM HLDGS INC
-$82.8M
61,032
+76%
减持
NSC
NORFOLK SOUTHN CORP
-$82.6M
472,466
-36%
减持
—
AXALTA COATING SYS LTD
-$81.8M
171,133
-94%
减持
CSX
CSX CORP
-$81.1M
5,413,550
-28%
清仓
BNY
BANK NEW YORK MELLON CORP
-$80.2M
0
-100%
增持
ROK
ROCKWELL AUTOMATION INC
+$79.7M
275,986
+5207%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$79.1M
574,848
-34%
减持
—
SPLUNK INC
-$78.7M
146,461
-79%
清仓
—
MAXIM INTEGRATED PRODS INC
-$78.4M
0
-100%
增持
T
AT&T INC
+$77.5M
6,782,643
+85%
增持
OMC
OMNICOM GROUP INC
+$75.8M
1,048,925
+34864%
减持
SONO
SONOS INC
-$74.6M
97,200
-96%
增持
DUK
DUKE ENERGY CORP NEW
+$74.3M
839,219
+986%
增持
VLO
VALERO ENERGY CORP
+$73.4M
1,487,750
+268%
减持
ELV
ANTHEM INC
-$72.7M
87,843
-68%
增持
HCA
HCA HEALTHCARE INC
+$72.3M
358,761
+401%
减持
GOOGL
ALPHABET INC
-$71.9M
117,418
-26%
清仓
XLI
SELECT SECTOR SPDR TR
-$71.7M
0
-100%
增持
—
SEA LTD
+$70.6M
31,200,000
+140%
增持
—
ARISTA NETWORKS INC
+$70.2M
216,487
+1752%
减持
—
FOOT LOCKER INC
-$69.9M
13,680
-99%
增持
IWF
ISHARES TR
+$69.9M
270,100
+1677%
减持
—
CRISPR THERAPEUTICS AG
-$69.2M
5,274
-99%
减持
MTN
VAIL RESORTS INC
-$68.5M
23,795
-90%
增持
ASAN
ASANA INC
+$68.0M
1,038,621
+62%
增持
FSLY
FASTLY INC
+$67.9M
2,368,237
+406%
减持
MU
MICRON TECHNOLOGY INC
-$67.9M
1,170,877
-34%
增持
—
VIRGIN GALACTIC HOLDINGS INC
+$67.5M
2,969,510
+1690%
增持
IVV
ISHARES TR
+$66.9M
292,000
+113%
增持
MDLZ
MONDELEZ INTL INC
+$66.6M
3,906,905
+52%
增持
ORCL
ORACLE CORP
+$66.4M
905,107
+464%
增持
EPAM
EPAM SYS INC
+$66.0M
116,231
+19272%
减持
—
ZENDESK INC
-$65.4M
229,670
-64%
增持
—
VIACOMCBS INC
+$65.1M
5,736,912
+61%
建仓
RMD
RESMED INC
+$65.0M
246,547
增持
TPR
TAPESTRY INC
+$64.9M
2,070,708
+668%
增持
AZO
AUTOZONE INC
+$64.6M
52,856
+214%
减持
NFLX
NETFLIX INC
-$64.4M
72,345
-65%
减持
IWM
ISHARES TR
-$64.3M
62,977
-81%
增持
HD
HOME DEPOT INC
+$64.0M
269,263
+252%
减持
KLAC
KLA CORP
-$63.7M
79,473
-71%
减持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$63.1M
177,393
-84%
减持
CHWY
CHEWY INC
-$62.7M
479,185
-60%
减持
—
KANSAS CITY SOUTHERN
-$62.6M
11,933
-95%
减持
—
MEDTRONIC PLC
-$62.6M
1,456,723
-26%
减持
WU
WESTERN UN CO
-$62.4M
1,908,766
-57%
减持
—
WILLIS TOWERS WATSON PLC LTD
-$62.4M
183,315
-60%
增持
LMND
LEMONADE INC
+$62.0M
1,261,474
+512%
减持
SO
SOUTHERN CO
-$61.9M
453,487
-70%
增持
ZTS
ZOETIS INC
+$61.7M
547,884
+128%
减持
F
FORD MTR CO DEL
-$60.8M
649,598
-86%
增持
INTC
INTEL CORP
+$60.6M
6,159,865
+29%
增持
DT
DYNATRACE INC
+$60.1M
920,710
+935%
清仓
—
L BRANDS INC
-$60.1M
0
-100%
增持
CAR
AVIS BUDGET GROUP
+$58.3M
815,974
+73%
增持
BA
BOEING CO
+$58.0M
1,320,415
+36%
增持
PSX
PHILLIPS 66
+$57.8M
893,056
+1503%
增持
ACI
ALBERTSONS COS INC
-$56.8M
66,400
+24%
减持
UAA
UNDER ARMOUR INC
-$56.7M
316,158
-89%
