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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 22
增持 52
减持 57
清仓 19
方向
标的
Δ市值
现股数(环比)
建仓
ENPH
ENPHASE ENERGY INC
+$235.4M
848,333
减持
NFLX
NETFLIX INC
-$230.9M
3,415
-100%
减持
AMZN
AMAZON COM INC
-$228.0M
83,584
-96%
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。
清仓
BAC
BK OF AMERICA CORP
-$225.0M
0
-100%
清仓
—
BROADCOM INC
-$212.5M
0
-100%
建仓
GOOGL
ALPHABET INC
+$210.3M
2,198,196
建仓
GSK
GSK PLC
+$210.1M
7,137,574
减持
PYPL
PAYPAL HLDGS INC
-$206.8M
400,700
-88%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$196.4M
367,101
-87%
增持
—
ACCENTURE PLC IRELAND
+$185.3M
747,761
+2831%
增持
C
CITIGROUP INC
+$175.8M
4,246,690
+16822%
建仓
KO
COCA COLA CO
+$169.8M
3,031,743
减持
NVDA
NVIDIA CORPORATION
-$168.9M
566,356
-64%
减持
SCHW
SCHWAB CHARLES CORP
-$168.4M
23,030
-99%
建仓
PBR
PETROLEO BRASILEIRO SA PETRO
+$161.7M
13,100,996
增持
NKE
NIKE INC
+$141.4M
2,151,470
+488%
增持
CL
COLGATE PALMOLIVE CO
+$138.2M
2,417,899
+512%
建仓
EXE
CHESAPEAKE ENERGY CORP
+$135.4M
1,437,174
减持
NEM
NEWMONT CORP
-$126.8M
1,406,835
-55%
建仓
XLP
SELECT SECTOR SPDR TR
+$123.2M
1,846,600
建仓
PFE
PFIZER INC
+$121.6M
2,779,689
减持
CARR
CARRIER GLOBAL CORPORATION
-$118.7M
158,653
-95%
减持
CNI
CANADIAN NATL RY CO
-$115.6M
527,485
-66%
建仓
MU
MICRON TECHNOLOGY INC
+$111.4M
2,223,003
减持
AAPL
APPLE INC
-$110.3M
883,071
-48%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$107.4M
13,265,535
+28559%
增持
PG
PROCTER AND GAMBLE CO
+$107.0M
1,855,919
+110%
减持
NET
CLOUDFLARE INC
-$107.0M
240,929
-91%
减持
VLO
VALERO ENERGY CORP
-$106.2M
167,598
-86%
清仓
—
CHECK POINT SOFTWARE TECH LT
-$105.2M
0
-100%
增持
PINS
PINTEREST INC
+$100.2M
5,416,499
+278%
减持
COIN
COINBASE GLOBAL INC
-$99.4M
131,873
-94%
减持
NSC
NORFOLK SOUTHN CORP
-$98.4M
224,725
-65%
清仓
—
NEXTERA ENERGY INC
-$95.2M
0
-100%
增持
PDD
PINDUODUO INC
+$94.5M
2,109,115
+248%
减持
ORCL
ORACLE CORP
-$93.8M
2,326,097
-31%
增持
XLK
SELECT SECTOR SPDR TR
+$92.9M
1,499,301
+124%
建仓
RBLX
ROBLOX CORP
+$91.4M
2,550,568
减持
SQM
SOCIEDAD QUIMICA Y MINERA DE
-$90.8M
532,820
-68%
减持
LI
LI AUTO INC
-$89.1M
2,085,926
-42%
减持
CVS
CVS HEALTH CORP
-$89.0M
483,673
-67%
建仓
TSLA
TESLA INC
+$85.8M
323,460
增持
VZ
VERIZON COMMUNICATIONS INC
+$85.8M
2,562,358
+1029%
减持
VEEV
VEEVA SYS INC
-$85.1M
23,810
-95%
增持
SRPT
SAREPTA THERAPEUTICS INC
+$85.0M
789,712
+2475%
增持
INTC
INTEL CORP
+$83.9M
9,132,614
+126%
增持
PM
PHILIP MORRIS INTL INC
+$82.0M
1,174,660
+647%
增持
SHW
SHERWIN WILLIAMS CO
+$82.0M
485,483
+523%
减持
—
BLACKROCK INC
-$81.3M
38,012
-77%
增持
ABT
ABBOTT LABS
+$80.7M
1,656,522
+126%
增持
JNJ
JOHNSON & JOHNSON
+$80.2M
1,327,820
+72%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$79.8M
1,259,011
增持
CAH
CARDINAL HEALTH INC
+$79.7M
1,438,771
+364%
减持
EA
ELECTRONIC ARTS INC
-$79.6M
590,569
-51%
增持
SPY
SPDR S&P 500 ETF TR
+$79.1M
985,338
+36%
减持
MO
ALTRIA GROUP INC
-$77.6M
3,014,664
-37%
增持
USB
US BANCORP DEL
+$76.6M
3,081,787
+198%
建仓
PGR
PROGRESSIVE CORP
+$73.0M
628,237
减持
CF
CF INDS HLDGS INC
-$72.5M
361,317
-71%
清仓
OXY
OCCIDENTAL PETE CORP
-$72.0M
0
-100%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$71.6M
417,100
+166%
增持
XPEV
XPENG INC
+$70.8M
7,686,645
+1057%
减持
XLV
SELECT SECTOR SPDR TR
-$70.4M
486,000
-52%
减持
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$69.9M
1,866,252
-3%
增持
—
PG&E CORP
+$69.3M
1,613,308
+34%
清仓
—
GSK PLC
-$68.8M
0
-100%
清仓
LQD
ISHARES TR
-$66.0M
0
-100%
清仓
CSGP
COSTAR GROUP INC
-$65.6M
0
-100%
增持
BP
BP PLC
+$65.3M
3,349,604
+213%
清仓
—
TRANE TECHNOLOGIES PLC
-$64.7M
0
-100%
增持
OKTA
OKTA INC
+$64.6M
1,674,333
+395%
增持
IBN
ICICI BANK LIMITED
+$64.6M
3,373,916
+874%
减持
WDAY
WORKDAY INC
-$63.8M
255,175
-65%
清仓
—
SANDERSON FARMS INC
-$62.8M
0
-100%
减持
PEP
PEPSICO INC
-$62.6M
1,030,412
-26%
减持
W
WAYFAIR INC
-$62.3M
29,500
-98%
增持
QCOM
QUALCOMM INC
+$61.4M
1,030,591
+139%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$61.4M
682,068
+104%
清仓
CI
CIGNA CORP NEW
-$61.0M
0
-100%
减持
—
SOUTHWESTERN ENERGY CO
-$60.7M
8,577,891
-53%
清仓
DXCM
DEXCOM INC
-$59.0M
0
-100%
增持
PLUG
PLUG POWER INC
+$58.7M
3,456,638
+311%
减持
BAX
BAXTER INTL INC
-$58.3M
498,023
-62%
减持
ROK
ROCKWELL AUTOMATION INC
-$57.4M
20,019
-94%
减持
SU
SUNCOR ENERGY INC NEW
-$57.1M
2,354,314
-33%
减持
STT
STATE STR CORP
-$56.2M
159,615
-85%
增持
CMCSA
COMCAST CORP NEW
+$55.7M
5,818,724
+99%
减持
MOS
MOSAIC CO NEW
-$54.4M
642,272
-65%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$54.4M
443,359
-56%
减持
—
NORDSTROM INC
-$54.0M
825,982
-74%
减持
MUSA
MURPHY USA INC
-$53.2M
9,081
-96%
增持
RCI
ROGERS COMMUNICATIONS INC
+$53.0M
1,700,450
+550%
建仓
XBI
SPDR SER TR
+$52.6M
663,400
减持
COR
AMERISOURCEBERGEN CORP
-$52.3M
73,990
-83%
增持
PANW
PALO ALTO NETWORKS INC
+$52.0M
727,537
+435%
建仓
CRM
SALESFORCE INC
+$51.9M
361,081
减持
M
MACYS INC
-$51.4M
998,355
-73%
减持
GD
GENERAL DYNAMICS CORP
-$51.0M
355,729
-38%
清仓
—
CITRIX SYS INC
-$49.4M
0
-100%
建仓
FCX
FREEPORT-MCMORAN INC
+$49.3M
1,803,089
减持
—
MEDTRONIC PLC
-$48.3M
2,277,174
-12%
清仓
DDOG
DATADOG INC
-$47.8M
0
-100%
建仓
—
KARUNA THERAPEUTICS INC
+$47.2M
209,962
减持
ETSY
ETSY INC
-$47.1M
525,037
-61%
减持
SHEL
SHELL PLC
-$47.0M
97,326
-90%
清仓
WBD
WARNER BROS DISCOVERY INC
-$46.7M
0
-100%
减持
CVX
CHEVRON CORP NEW
-$46.2M
16,200
-95%
增持
U
UNITY SOFTWARE INC
+$46.1M
1,879,738
+403%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$46.1M
751,074
+27%
增持
NEE
NEXTERA ENERGY INC
+$46.0M
1,384,300
+71%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$45.3M
0
-100%
减持
NVS
NOVARTIS AG
-$44.8M
1,197,995
-25%
增持
MMM
3M CO
+$44.2M
654,160
+201%
清仓
—
II-VI INC
-$44.1M
0
-100%
增持
EW
EDWARDS LIFESCIENCES CORP
+$43.9M
1,146,493
+115%
清仓
FTNT
FORTINET INC
-$43.5M
0
-100%
减持
CVE
CENOVUS ENERGY INC
-$43.4M
1,167,397
-64%
清仓
HD
HOME DEPOT INC
-$43.4M
0
-100%
建仓
ALNY
ALNYLAM PHARMACEUTICALS INC
+$43.4M
216,712
增持
—
PALO ALTO NETWORKS INC
+$42.6M
45,817,000
+126%
增持
—
COCA-COLA EUROPACIFIC PARTNE
+$42.1M
1,129,876
+864%
减持
SO
SOUTHERN CO
-$41.9M
537,568
-51%
增持
SNOW
SNOWFLAKE INC
+$41.6M
541,450
+49%
增持
—
NEXTERA ENERGY INC
+$41.2M
1,786,589
+86%
建仓
O
REALTY INCOME CORP
+$40.8M
700,972
减持
FUTU
FUTU HLDGS LTD
-$40.6M
133,397
-85%
减持
ECL
ECOLAB INC
-$40.4M
374,744
-39%
减持
CPT
CAMDEN PPTY TR
-$40.1M
158,408
-64%
增持
DOCU
DOCUSIGN INC
+$39.8M
3,277,048
+39%
增持
BKNG
BOOKING HOLDINGS INC
+$38.8M
25,035
+1795%
增持
SWK
STANLEY BLACK & DECKER INC
+$38.2M
514,343
+10551%
减持
TDOC
TELADOC HEALTH INC
-$38.2M
1,795,246
-29%
减持
LMT
LOCKHEED MARTIN CORP
-$38.0M
484,636
-7%
增持
CLX
CLOROX CO DEL
+$38.0M
303,622
+4187%
增持
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$37.7M
5,283,501
+705%
增持
NBIX
NEUROCRINE BIOSCIENCES INC
+$36.9M
368,820
+1459%
建仓
BKR
BAKER HUGHES COMPANY
+$36.6M
1,745,284
减持
—
EATON CORP PLC
-$36.6M
3,483
-99%
减持
CRL
CHARLES RIV LABS INTL INC
-$36.5M
125,237
-56%
建仓
T
AT&T INC
+$36.3M
2,366,467
增持
—
NXP SEMICONDUCTORS N V
+$35.6M
389,593
+164%
减持
MSCI
MSCI INC
-$35.4M
56,484
-61%
增持
—
ASTRAZENECA PLC
+$35.4M
789,823
+556%
增持
GLPI
GAMING & LEISURE PPTYS INC
+$35.2M
840,887
+1811%
增持
—
DTE ENERGY CO
+$34.8M
1,442,738
+98%
增持
BE
BLOOM ENERGY CORP
+$34.7M
2,169,510
+311%
减持
CSX
CSX CORP
-$34.6M
7,544,218
-7%
增持
WSC
WILLSCOT MOBIL MINI HLDNG CO
+$34.2M
990,334
+462%
建仓
—
STELLANTIS N.V
+$33.9M
2,863,816
减持
CHTR
CHARTER COMMUNICATIONS INC N
-$33.8M
178,741
-5%
