Two Sigma Investments, LP — 13F Holdings & Portfolio
CIK 1179392 · latest 13F-HR filed 2026-08-14
Two Sigma Investments, LP manages $138.12B in 13F-reported U.S. long-equity assets across 5,017 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are WDC (1.08%), AMZN (0.99%), NVDA (0.91%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 665 new positions and exited 443; 1,671 existing positions rose in reported value and 1,235 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$138.12B
Long-equity book
Holdings
5,017
Distinct positions
Period
2026-06-30
Filed 2026-08-14
Q/Q Activity
+665 / −443 / ↑1671 / ↓1235
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Firm Profile & Key People
As of the firm’s regulatory filing dated Mar 31, 2026.
Assets Under Management
$232.82B
Discretionary
$232.82B
Employees
1,555
Accounts
42
Address
100 AVENUE OF THE AMERICAS
16TH FLOOR
NEW YORK, NY 10013-1689
16TH FLOOR
NEW YORK, NY 10013-1689
Phone
(212) 625-5700
This firm reports 4 disclosure items on its registration.
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| DAVID M. SIEGEL REVOCABLE TRUST Control | LIMITED PARTNER since Jan 2008 | 25–50% | Domestic Entity |
| JOHN A. OVERDECK REVOCABLE TRUST Control | LIMITED PARTNER since Jan 2008 | 25–50% | Domestic Entity |
| LYONS, CARTER, MAYBERRY Control | CO-CHIEF EXECUTIVE OFFICER since Feb 2020 | Less than 5% | Individual |
| OVERDECK, JOHN, ALBERT Control | CO-CHAIRMAN, TWO SIGMA MANAGEMENT, LLC; EXECUTIVE MANAGER, TWO SIGMA MANAGEMENT, LLC since May 2001 | Less than 5% | Individual |
| OVERDECK, JOHN, ALBERT Control | TRUSTEE OF JOHN A. OVERDECK REVOCABLE TRUST since Dec 2007 | 25–50% | Individual |
| PLATT, SETH, PHILLIP Control | EXECUTIVE MANAGER, TWO SIGMA MANAGEMENT, LLC since Mar 2026 | Less than 5% | Individual |
| SIEGEL, DAVID, MARK Control | CO-CHAIRMAN, TWO SIGMA MANAGEMENT, LLC since Jul 2001 | Less than 5% | Individual |
| SIEGEL, DAVID, MARK Control | TRUSTEE OF DAVID M. SIEGEL REVOCABLE TRUST since Dec 2007 | 25–50% | Individual |
| TWO SIGMA MANAGEMENT, LLC Control | GENERAL PARTNER since Dec 2005 | Less than 5% | Domestic Entity |
| DUNCOMBE, GEOFFREY, P | CO-CHIEF INVESTMENT OFFICER since Jan 2026 | Less than 5% | Individual |
| HEIN JR., JAMES, GERARD | CHIEF COMPLIANCE OFFICER since Jul 2025 | Less than 5% | Individual |
| METZGER, STEVE, HAMILTON | GENERAL COUNSEL since Jul 2023 | Less than 5% | Individual |
| RAFFERTY, THOMAS, GERARD | TRUSTEE OF DAVID M. SIEGEL REVOCABLE TRUST since Feb 2026 | Less than 5% | Individual |
| REYNOLDS, TIMOTHY, JOHN | CHIEF OPERATING OFFICER since Jul 2023 | Less than 5% | Individual |
| SALES, CHRISTOPHER, PAUL | CO-CHIEF INVESTMENT OFFICER since Jul 2025 | Less than 5% | Individual |
| SCHOPPNER, DAWN, MARIE | CHIEF FINANCIAL OFFICER since Sep 2010 | Less than 5% | Individual |
| SHINRAI PTC LLC | TRUSTEE OF SUDACHI CONTINUATION TRUST since Dec 2025 | 5–10% | Domestic Entity |
| SUDACHI CONTINUATION TRUST | LIMITED PARTNER since Dec 2025 | 5–10% | Domestic Entity |
| SUNBURST TRUST | LIMITED PARTNER since Jan 2020 | 5–10% | Domestic Entity |
| SUNFLOWER PTC LLC | TRUSTEE OF SUNBURST TRUST since Jan 2020 | 5–10% | Domestic Entity |
| DAVID M. SIEGEL REVOCABLE TRUST Control Indirect owner via TWO SIGMA MANAGEMENT, LLC | MEMBER since Jan 2008 | 25–50% | Domestic Entity |
| JOHN A. OVERDECK REVOCABLE TRUST Control Indirect owner via TWO SIGMA MANAGEMENT, LLC | MEMBER since Jan 2008 | 25–50% | Domestic Entity |
| OVERDECK, JOHN, ALBERT Control Indirect owner via JOHN A. OVERDECK REVOCABLE TRUST | TRUSTEE since Dec 2007 | General partner, trustee or manager | Individual |
| OVERDECK, JOHN, ALBERT Control Indirect owner via TWO SIGMA MANAGEMENT, LLC | CO-CHAIRMAN; EXECUTIVE MANAGER since Sep 2024 | General partner, trustee or manager | Individual |
| PLATT, SETH, PHILLIP Control Indirect owner via TWO SIGMA MANAGEMENT, LLC | EXECUTIVE MANAGER since Mar 2026 | General partner, trustee or manager | Individual |
| SIEGEL, DAVID, MARK Control Indirect owner via DAVID M. SIEGEL REVOCABLE TRUST | TRUSTEE since Dec 2007 | General partner, trustee or manager | Individual |
| SIEGEL, DAVID, MARK Control Indirect owner via TWO SIGMA MANAGEMENT, LLC | CO-CHAIRMAN since Sep 2024 | General partner, trustee or manager | Individual |
| FRONTIER DIRECTED FIDUCIARY SERVICES LLC Indirect owner via SUNFLOWER SPECIAL PURPOSE TRUST I | TRUSTEE since Jan 2020 | General partner, trustee or manager | Domestic Entity |
| RAFFERTY, THOMAS, GERARD Indirect owner via DAVID M. SIEGEL REVOCABLE TRUST | TRUSTEE since Feb 2026 | General partner, trustee or manager | Individual |
| SHINRAI PTC LLC Indirect owner via SUDACHI CONTINUATION TRUST | TRUSTEE since Dec 2025 | General partner, trustee or manager | Domestic Entity |
| SHINRAI SPECIAL PURPOSE TRUST I Indirect owner via SHINRAI PTC LLC | MEMBER since Jan 2020 | 75% or more | Domestic Entity |
| SUNFLOWER PTC LLC Indirect owner via SUNBURST TRUST | TRUSTEE since Jan 2020 | General partner, trustee or manager | Domestic Entity |
| SUNFLOWER SPECIAL PURPOSE TRUST I Indirect owner via SUNFLOWER PTC LLC | MEMBER since Jan 2020 | 75% or more | Domestic Entity |
| SUNFLOWER SPECIAL PURPOSE TRUST II Indirect owner via SUNFLOWER PTC LLC | MANAGER since Jan 2020 | General partner, trustee or manager | Domestic Entity |
| WILLOW STREET TRUST COMPANY OF WYOMING LLC Indirect owner via SHINRAI SPECIAL PURPOSE TRUST I | TRUSTEE since Mar 2025 | General partner, trustee or manager | Domestic Entity |
Ownership & leadership changes · 24 filings with changes since Mar 30, 2012
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
Mar 31, 2026 filing
- No longer listedHOFFMAN, SCOTT, DAVID · CO-CHIEF EXECUTIVE OFFICER; EXECUTIVE MANAGER, TWO SIGMA MANAGEMENT, LLC · Less than 5% · control person · listed since Sep 2024
- No longer listedHOFFMAN, SCOTT, DAVID · EXECUTIVE MANAGER · General partner, trustee or manager · indirect via TWO SIGMA MANAGEMENT, LLC · control person · listed since Sep 2024
- AddedPLATT, SETH, PHILLIP · EXECUTIVE MANAGER, TWO SIGMA MANAGEMENT, LLC · Less than 5% · control person
- AddedPLATT, SETH, PHILLIP · EXECUTIVE MANAGER · General partner, trustee or manager · indirect via TWO SIGMA MANAGEMENT, LLC · control person
- AddedRAFFERTY, THOMAS, GERARD · TRUSTEE OF DAVID M. SIEGEL REVOCABLE TRUST · Less than 5%
- AddedRAFFERTY, THOMAS, GERARD · TRUSTEE · General partner, trustee or manager · indirect via DAVID M. SIEGEL REVOCABLE TRUST
Jan 30, 2026 filing
- No longer listedFRONTIER DIRECTED FIDUCIARY SERVICES LLC · TRUSTEE · General partner, trustee or manager · indirect via SHINRAI SPECIAL PURPOSE TRUST I · listed since Jan 2020
- No longer listedSHINRAI PTC LLC · TRUSTEE · General partner, trustee or manager · indirect via SUDACHI TRUST · listed since Jan 2020
- No longer listedSHINRAI SPECIAL PURPOSE TRUST II · MANAGER · General partner, trustee or manager · indirect via SHINRAI PTC LLC · listed since Jan 2020
- No longer listedSUDACHI TRUST · LIMITED PARTNER · 5–10% · listed since Jan 2020
- AddedSHINRAI PTC LLC · TRUSTEE · General partner, trustee or manager · indirect via SUDACHI CONTINUATION TRUST
- AddedSUDACHI CONTINUATION TRUST · LIMITED PARTNER · 5–10%
- AddedWILLOW STREET TRUST COMPANY OF WYOMING LLC · TRUSTEE · General partner, trustee or manager · indirect via SHINRAI SPECIAL PURPOSE TRUST I
- Listed againDUNCOMBE, GEOFFREY, P · CO-CHIEF INVESTMENT OFFICER · Less than 5%
- ChangedSALES, CHRISTOPHER, PAUL · title CHIEF INVESTMENT OFFICER → CO-CHIEF INVESTMENT OFFICER
- ChangedSHINRAI PTC LLC · title TRUSTEE OF SUDACHI TRUST → TRUSTEE OF SUDACHI CONTINUATION TRUST
Jul 25, 2025 filing
- No longer listedNEKMOUCHE, ALI-MILAN, NMN · CHIEF INVESTMENT OFFICER · Less than 5% · listed since Jul 2023
- AddedHEIN JR., JAMES, GERARD · CHIEF COMPLIANCE OFFICER · Less than 5%
- AddedSALES, CHRISTOPHER, PAUL · CHIEF INVESTMENT OFFICER · Less than 5%
- ChangedMETZGER, STEVE, HAMILTON · title GENERAL COUNSEL, INTERIM CHIEF COMPLIANCE OFFICER → GENERAL COUNSEL
Mar 31, 2025 filing
- No longer listedLYONS, CARTER, MAYBERRY · EXECUTIVE MANAGER · General partner, trustee or manager · indirect via TWO SIGMA MANAGEMENT, LLC · control person · listed since Sep 2024
- ChangedLYONS, CARTER, MAYBERRY · title CO-CHIEF EXECUTIVE OFFICER; EXECUTIVE MANAGER, TWO SIGMA MANAGEMENT, LLC → CO-CHIEF EXECUTIVE OFFICER
- ChangedOVERDECK, JOHN, ALBERT · title CO-CHAIRMAN, TWO SIGMA MANAGEMENT, LLC / TRUSTEE OF JOHN A. OVERDECK REVOCABLE TRUST → CO-CHAIRMAN, TWO SIGMA MANAGEMENT, LLC; EXECUTIVE MANAGER, TWO SIGMA MANAGEMENT, LLC / TRUSTEE OF JOHN A. OVERDECK REVOCABLE TRUST
- ChangedOVERDECK, JOHN, ALBERT · indirect via TWO SIGMA MANAGEMENT, LLC: title CO-CHAIRMAN → CO-CHAIRMAN; EXECUTIVE MANAGER
Jan 17, 2025 filing
- No longer listedDUNCOMBE, GEOFFREY, P · CHIEF INVESTMENT OFFICER OF MACRO · Less than 5% · listed since Jul 2021
- No longer listedOTTO, CARSTEN, NMN · CHIEF COMPLIANCE OFFICER · Less than 5% · listed since Nov 2016
- No longer listedRAMAKRISHNA, SATISH · CHIEF RISK OFFICER · Less than 5% · listed since Dec 2018
- No longer listedSHIH, GREGORY, CHEN YU · CO-GENERAL COUNSEL · Less than 5% · listed since Jul 2023
- AddedHOFFMAN, SCOTT, DAVID · CO-CHIEF EXECUTIVE OFFICER; EXECUTIVE MANAGER, TWO SIGMA MANAGEMENT, LLC · Less than 5% · control person
- AddedHOFFMAN, SCOTT, DAVID · EXECUTIVE MANAGER · General partner, trustee or manager · indirect via TWO SIGMA MANAGEMENT, LLC · control person
- AddedLYONS, CARTER, MAYBERRY · EXECUTIVE MANAGER · General partner, trustee or manager · indirect via TWO SIGMA MANAGEMENT, LLC · control person
- AddedOVERDECK, JOHN, ALBERT · CO-CHAIRMAN · General partner, trustee or manager · indirect via TWO SIGMA MANAGEMENT, LLC · control person
- AddedSIEGEL, DAVID, MARK · CO-CHAIRMAN · General partner, trustee or manager · indirect via TWO SIGMA MANAGEMENT, LLC · control person
- ChangedLYONS, CARTER, MAYBERRY · title CHIEF BUSINESS OFFICER → CO-CHIEF EXECUTIVE OFFICER; EXECUTIVE MANAGER, TWO SIGMA MANAGEMENT, LLC; now a control person
- ChangedMETZGER, STEVE, HAMILTON · title CO-GENERAL COUNSEL → GENERAL COUNSEL, INTERIM CHIEF COMPLIANCE OFFICER
- ChangedNEKMOUCHE, ALI-MILAN, NMN · title CHIEF INVESTMENT OFFICER OF EQUITIES → CHIEF INVESTMENT OFFICER
- ChangedOVERDECK, JOHN, ALBERT · title CO-CHAIRMAN AND CO-CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER / TRUSTEE OF JOHN A. OVERDECK REVOCABLE TRUST → CO-CHAIRMAN, TWO SIGMA MANAGEMENT, LLC / TRUSTEE OF JOHN A. OVERDECK REVOCABLE TRUST
- ChangedSIEGEL, DAVID, MARK · title CO-CHAIRMAN AND CO-CHIEF EXECUTIVE OFFICER / TRUSTEE OF DAVID M. SIEGEL REVOCABLE TRUST → CO-CHAIRMAN, TWO SIGMA MANAGEMENT, LLC / TRUSTEE OF DAVID M. SIEGEL REVOCABLE TRUST
Mar 28, 2024 filing
- No longer listedPENNEY, DAVID, JEFFREY · CO-CHIEF OPERATING OFFICER · Less than 5% · listed since Jul 2023
- ChangedREYNOLDS, TIMOTHY, JOHN · title CO-CHIEF OPERATING OFFICER → CHIEF OPERATING OFFICER
Jul 14, 2023 filing
- No longer listedGINSBURG, ALEX, BENJAMIN · CHIEF INVESTMENT OFFICER OF EQUITIES · Less than 5% · listed since Sep 2021
- No longer listedHITCHON, JONATHAN, WILLIAM · CHIEF OPERATING OFFICER · Less than 5% · listed since Oct 2014
- No longer listedSIANO, MATTHEW, BRADY · GENERAL COUNSEL · Less than 5% · listed since Dec 2008
- AddedNEKMOUCHE, ALI-MILAN, NMN · CHIEF INVESTMENT OFFICER OF EQUITIES · Less than 5%
- AddedPENNEY, DAVID, JEFFREY · CO-CHIEF OPERATING OFFICER · Less than 5%
- AddedREYNOLDS, TIMOTHY, JOHN · CO-CHIEF OPERATING OFFICER · Less than 5%
- AddedSHIH, GREGORY, CHEN YU · CO-GENERAL COUNSEL · Less than 5%
- Listed againMETZGER, STEVE, HAMILTON · CO-GENERAL COUNSEL · Less than 5%
Mar 31, 2023 filing
- No longer listedOLSON, BRADLEY, MARTIN · CHIEF FINANCIAL OFFICER · Less than 5% · listed since Jan 2020
- ChangedOVERDECK, JOHN, ALBERT · title CHIEF INVESTMENT OFFICER, CO-CHAIRMAN / TRUSTEE OF JOHN A. OVERDECK REVOCABLE TRUST → CO-CHAIRMAN AND CO-CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER / TRUSTEE OF JOHN A. OVERDECK REVOCABLE TRUST
- ChangedSCHOPPNER, DAWN, MARIE · title CONTROLLER → CHIEF FINANCIAL OFFICER
- ChangedSIEGEL, DAVID, MARK · title CO-CHAIRMAN / TRUSTEE OF DAVID M. SIEGEL REVOCABLE TRUST → CO-CHAIRMAN AND CO-CHIEF EXECUTIVE OFFICER / TRUSTEE OF DAVID M. SIEGEL REVOCABLE TRUST
Sep 27, 2021 filing
- AddedGINSBURG, ALEX, BENJAMIN · CHIEF INVESTMENT OFFICER OF EQUITIES · Less than 5%
- ChangedDUNCOMBE, GEOFFREY, P · title CHIEF INVESTMENT OFFICER FOR MACRO → CHIEF INVESTMENT OFFICER OF MACRO
Jul 23, 2021 filing
- AddedDUNCOMBE, GEOFFREY, P · CHIEF INVESTMENT OFFICER FOR MACRO · Less than 5%
Older changes (15 more filings)
May 22, 2020 filing
- AddedLYONS, CARTER, MAYBERRY · CHIEF BUSINESS OFFICER · Less than 5%
Mar 30, 2020 filing
- AddedOLSON, BRADLEY, MARTIN · CHIEF FINANCIAL OFFICER · Less than 5%
Jan 10, 2020 filing
- No longer listedOVERDECK FAMILY GST EXEMPT TRUST · LIMITED PARTNER · 5–10% · listed since Jan 2008
- No longer listedOVERDECK, JOHN, MICHAEL · TRUSTEE OF OVERDECK FAMILY GST EXEMPT TRUST · 5–10% · listed since Dec 2007
- No longer listedSIEGEL FAMILY GST EXEMPT TRUST · LIMITED PARTNER · 5–10% · listed since Jan 2008
- No longer listedSIEGEL, BERTRAM · TRUSTEE OF SIEGEL FAMILY GST EXEMPT TRUST · 5–10% · listed since Dec 2007
- AddedFRONTIER DIRECTED FIDUCIARY SERVICES LLC · TRUSTEE · General partner, trustee or manager · indirect via SUNFLOWER SPECIAL PURPOSE TRUST I
- AddedFRONTIER DIRECTED FIDUCIARY SERVICES LLC · TRUSTEE · General partner, trustee or manager · indirect via SHINRAI SPECIAL PURPOSE TRUST I
- AddedSHINRAI PTC LLC · TRUSTEE OF SUDACHI TRUST · 5–10%
- AddedSHINRAI PTC LLC · TRUSTEE · General partner, trustee or manager · indirect via SUDACHI TRUST
- AddedSHINRAI SPECIAL PURPOSE TRUST I · MEMBER · 75% or more · indirect via SHINRAI PTC LLC
- AddedSHINRAI SPECIAL PURPOSE TRUST II · MANAGER · General partner, trustee or manager · indirect via SHINRAI PTC LLC
- AddedSUDACHI TRUST · LIMITED PARTNER · 5–10%
- AddedSUNBURST TRUST · LIMITED PARTNER · 5–10%
- AddedSUNFLOWER PTC LLC · TRUSTEE OF SUNBURST TRUST · 5–10%
- AddedSUNFLOWER PTC LLC · TRUSTEE · General partner, trustee or manager · indirect via SUNBURST TRUST
- AddedSUNFLOWER SPECIAL PURPOSE TRUST I · MEMBER · 75% or more · indirect via SUNFLOWER PTC LLC
- AddedSUNFLOWER SPECIAL PURPOSE TRUST II · MANAGER · General partner, trustee or manager · indirect via SUNFLOWER PTC LLC
- Listed againOVERDECK, JOHN, ALBERT · TRUSTEE · General partner, trustee or manager · indirect via JOHN A. OVERDECK REVOCABLE TRUST · control person
- Listed againSIEGEL, DAVID, MARK · TRUSTEE · General partner, trustee or manager · indirect via DAVID M. SIEGEL REVOCABLE TRUST · control person
Dec 3, 2018 filing
- No longer listedCUA, JOSEPH, ANTHONY · CHIEF RISK OFFICER · Less than 5% · listed since Nov 2014
- AddedRAMAKRISHNA, SATISH · CHIEF RISK OFFICER · Less than 5%
Mar 29, 2018 filing
- No longer listedDESMOND, PETER, FRANCIS · CHIEF STRATEGY OFFICER · Less than 5% · listed since Oct 2005
Nov 10, 2016 filing
- No longer listedFARLEY, KEVIN, MICHAEL · CHIEF COMPLIANCE OFFICER · Less than 5% · listed since Jun 2012
- AddedOTTO, CARSTEN, NMN · CHIEF COMPLIANCE OFFICER · Less than 5%
Mar 1, 2016 filing
- No longer listedDAVID M. SIEGEL REVOCABLE TRUST · LIMITED PARTNER · 25–50% · indirect via TSI PARTNERS HOLDINGS, LP · control person · listed since Jan 2015
- No longer listedJOHN A. OVERDECK REVOCABLE TRUST · LIMITED PARTNER · 25–50% · indirect via TSI PARTNERS HOLDINGS, LP · control person · listed since Jan 2015
- No longer listedOVERDECK, JOHN, ALBERT · TRUSTEE · General partner, trustee or manager · indirect via JOHN A. OVERDECK REVOCABLE TRUST · control person · listed since Dec 2007
- No longer listedSIEGEL, DAVID, MARK · TRUSTEE · General partner, trustee or manager · indirect via DAVID M. SIEGEL REVOCABLE TRUST · control person · listed since Dec 2007
- No longer listedTSI PARTNERS HOLDINGS, LP · MEMBER · 75% or more · control person · listed since Jan 2015
- No longer listedTWO SIGMA MANAGEMENT, LLC · GENERAL PARTNER · General partner, trustee or manager · indirect via TSI PARTNERS HOLDINGS, LP · control person · listed since Jan 2015
- AddedDAVID M. SIEGEL REVOCABLE TRUST · LIMITED PARTNER · 25–50% · control person
- AddedJOHN A. OVERDECK REVOCABLE TRUST · LIMITED PARTNER · 25–50% · control person
- Listed againOVERDECK FAMILY GST EXEMPT TRUST · LIMITED PARTNER · 5–10%
- Listed againOVERDECK, JOHN, MICHAEL · TRUSTEE OF OVERDECK FAMILY GST EXEMPT TRUST · 5–10%
- Listed againSIEGEL FAMILY GST EXEMPT TRUST · LIMITED PARTNER · 5–10%
- Listed againSIEGEL, BERTRAM · TRUSTEE OF SIEGEL FAMILY GST EXEMPT TRUST · 5–10%
- ChangedOVERDECK, JOHN, ALBERT · title CHIEF INVESTMENT OFFICER, CO-CHAIRMAN → CHIEF INVESTMENT OFFICER, CO-CHAIRMAN / TRUSTEE OF JOHN A. OVERDECK REVOCABLE TRUST; ownership Less than 5% → 25–50%
- ChangedSIEGEL, DAVID, MARK · title CO-CHAIRMAN → CO-CHAIRMAN / TRUSTEE OF DAVID M. SIEGEL REVOCABLE TRUST; ownership Less than 5% → 25–50%
- ChangedTWO SIGMA MANAGEMENT, LLC · title MANAGING MEMBER → GENERAL PARTNER
Feb 11, 2016 filing
- No longer listedGULATI, NOBEL, (NMN) · MANAGING DIRECTOR · Less than 5% · listed since Jun 2007
Mar 31, 2015 filing
- No longer listedDAVID MARK SIEGEL REVOCABLE TRUST · MEMBER · 25–50% · indirect via TWO SIGMA MANAGEMENT, LLC · control person · listed since Jan 2008
- No longer listedDAVID MARK SIEGEL REVOCABLE TRUST · LIMITED PARTNER · 25–50% · indirect via TSI PARTNERS HOLDINGS, LP · control person · listed since Jan 2015
- No longer listedJACOBUS, MATTHEW, ROY · CO-CHIEF TECHNOLOGY OFFICER · Less than 5% · listed since Sep 2011
- No longer listedJOHN ALBERT OVERDECK REVOCABLE TRUST · MEMBER · 25–50% · indirect via TWO SIGMA MANAGEMENT, LLC · control person · listed since Jan 2008
- No longer listedJOHN ALBERT OVERDECK REVOCABLE TRUST · LIMITED PARTNER · 25–50% · indirect via TSI PARTNERS HOLDINGS, LP · control person · listed since Jan 2015
- No longer listedOVERDECK, JOHN, ALBERT · TRUSTEE · General partner, trustee or manager · indirect via JOHN ALBERT OVERDECK REVOCABLE TRUST · control person · listed since Dec 2007
- No longer listedRODRIGUEZ, CLYDE · CO-CHIEF TECHNOLOGY OFFICER · Less than 5% · listed since Feb 2014
- No longer listedSIEGEL, DAVID, MARK · TRUSTEE · General partner, trustee or manager · indirect via DAVID MARK SIEGEL REVOCABLE TRUST · control person · listed since Dec 2007
- AddedDAVID M. SIEGEL REVOCABLE TRUST · MEMBER · 25–50% · indirect via TWO SIGMA MANAGEMENT, LLC · control person
- AddedDAVID M. SIEGEL REVOCABLE TRUST · LIMITED PARTNER · 25–50% · indirect via TSI PARTNERS HOLDINGS, LP · control person
- AddedJOHN A. OVERDECK REVOCABLE TRUST · MEMBER · 25–50% · indirect via TWO SIGMA MANAGEMENT, LLC · control person
- AddedJOHN A. OVERDECK REVOCABLE TRUST · LIMITED PARTNER · 25–50% · indirect via TSI PARTNERS HOLDINGS, LP · control person
- AddedOVERDECK, JOHN, ALBERT · TRUSTEE · General partner, trustee or manager · indirect via JOHN A. OVERDECK REVOCABLE TRUST · control person
- AddedSIEGEL, DAVID, MARK · TRUSTEE · General partner, trustee or manager · indirect via DAVID M. SIEGEL REVOCABLE TRUST · control person
Jan 5, 2015 filing
- No longer listedCUNNINGHAM, JOHN, PAUL · CHIEF FINANCIAL OFFICER · Less than 5% · listed since Sep 2010
- No longer listedDAVID MARK SIEGEL REVOCABLE TRUST · MEMBER · 25–50% · control person · listed since Jan 2008
- No longer listedJOHN ALBERT OVERDECK REVOCABLE TRUST · MEMBER · 25–50% · control person · listed since Jan 2008
- No longer listedOVERDECK FAMILY GST EXEMPT TRUST · MEMBER · 5–10% · listed since Jan 2008
- No longer listedOVERDECK, JOHN, MICHAEL · TRUSTEE OF OVERDECK FAMILY GST EXEMPT TRUST · 5–10% · listed since Dec 2007
- No longer listedSIEGEL FAMILY GST EXEMPT TRUST · MEMBER · 5–10% · listed since Jan 2008
- No longer listedSIEGEL, BERTRAM · TRUSTEE OF SIEGEL FAMILY GST EXEMPT TRUST · 5–10% · listed since Dec 2007
- AddedDAVID MARK SIEGEL REVOCABLE TRUST · LIMITED PARTNER · 25–50% · indirect via TSI PARTNERS HOLDINGS, LP · control person
- AddedJOHN ALBERT OVERDECK REVOCABLE TRUST · LIMITED PARTNER · 25–50% · indirect via TSI PARTNERS HOLDINGS, LP · control person
- AddedTSI PARTNERS HOLDINGS, LP · MEMBER · 75% or more · control person
- AddedTWO SIGMA MANAGEMENT, LLC · GENERAL PARTNER · General partner, trustee or manager · indirect via TSI PARTNERS HOLDINGS, LP · control person
- Listed againOVERDECK, JOHN, ALBERT · TRUSTEE · General partner, trustee or manager · indirect via JOHN ALBERT OVERDECK REVOCABLE TRUST · control person
- Listed againSIEGEL, DAVID, MARK · TRUSTEE · General partner, trustee or manager · indirect via DAVID MARK SIEGEL REVOCABLE TRUST · control person
- ChangedOVERDECK, JOHN, ALBERT · title CHIEF INVESTMENT OFFICER, CO-CHAIRMAN / TRUSTEE OF JOHN ALBERT OVERDECK REVOCABLE TRUST → CHIEF INVESTMENT OFFICER, CO-CHAIRMAN; ownership 25–50% → Less than 5%
- ChangedSIEGEL, DAVID, MARK · title CO-CHAIRMAN / TRUSTEE OF DAVID MARK SIEGEL REVOCABLE TRUST → CO-CHAIRMAN; ownership 25–50% → Less than 5%
Dec 11, 2014 filing
- No longer listedSUNDARAM, SENTHIL, KUMAR · CHIEF RISK OFFICER · Less than 5% · listed since May 2010
- AddedCUA, JOSEPH, ANTHONY · CHIEF RISK OFFICER · Less than 5%
Nov 5, 2014 filing
- AddedHITCHON, JONATHAN, WILLIAM · CHIEF OPERATING OFFICER · Less than 5%
- ChangedGULATI, NOBEL, (NMN) · title CHIEF OPERATING OFFICER → MANAGING DIRECTOR
Mar 31, 2014 filing
- No longer listedOVERDECK, JOHN, ALBERT · TTEE · 75% or more · indirect via JOHN ALBERT OVERDECK REVOCABLE TRUST · control person · listed since Jan 2008
- No longer listedSIEGEL, DAVID, MARK · TTEE · 75% or more · indirect via DAVID MARK SIEGEL REVOCABLE TRUST · control person · listed since Jan 2008
- AddedOVERDECK FAMILY GST EXEMPT TRUST · MEMBER · 5–10%
- AddedOVERDECK, JOHN, MICHAEL · TRUSTEE OF OVERDECK FAMILY GST EXEMPT TRUST · 5–10%
- AddedRODRIGUEZ, CLYDE · CO-CHIEF TECHNOLOGY OFFICER · Less than 5%
- AddedSIEGEL FAMILY GST EXEMPT TRUST · MEMBER · 5–10%
- AddedSIEGEL, BERTRAM · TRUSTEE OF SIEGEL FAMILY GST EXEMPT TRUST · 5–10%
- ChangedJACOBUS, MATTHEW, ROY · title CHIEF TECHNOLOGY OFFICER → CO-CHIEF TECHNOLOGY OFFICER
- ChangedOVERDECK, JOHN, ALBERT · title CHIEF INVESTMENT OFFICER, CO-CHAIRMAN → CHIEF INVESTMENT OFFICER, CO-CHAIRMAN / TRUSTEE OF JOHN ALBERT OVERDECK REVOCABLE TRUST; ownership Less than 5% → 25–50%
- ChangedSIEGEL, DAVID, MARK · title CO-CHAIRMAN → CO-CHAIRMAN / TRUSTEE OF DAVID MARK SIEGEL REVOCABLE TRUST; ownership Less than 5% → 25–50%
Jun 4, 2012 filing
- No longer listedMETZGER, STEVE, HAMILTON · CHIEF COMPLIANCE OFFICER · Less than 5% · listed since Jan 2012
- AddedFARLEY, KEVIN, MICHAEL · CHIEF COMPLIANCE OFFICER · Less than 5%
Mar 30, 2012 filing (earliest on record)
- ListedCUNNINGHAM, JOHN, PAUL · CHIEF FINANCIAL OFFICER · Less than 5%
- ListedDAVID MARK SIEGEL REVOCABLE TRUST · MEMBER · 25–50% · control person
- ListedDAVID MARK SIEGEL REVOCABLE TRUST · MEMBER · 25–50% · indirect via TWO SIGMA MANAGEMENT, LLC · control person
- ListedDESMOND, PETER, FRANCIS · CHIEF STRATEGY OFFICER · Less than 5%
- ListedGULATI, NOBEL, (NMN) · CHIEF OPERATING OFFICER · Less than 5%
- ListedJACOBUS, MATTHEW, ROY · CHIEF TECHNOLOGY OFFICER · Less than 5%
- ListedJOHN ALBERT OVERDECK REVOCABLE TRUST · MEMBER · 25–50% · control person
- ListedJOHN ALBERT OVERDECK REVOCABLE TRUST · MEMBER · 25–50% · indirect via TWO SIGMA MANAGEMENT, LLC · control person
- ListedMETZGER, STEVE, HAMILTON · CHIEF COMPLIANCE OFFICER · Less than 5%
- ListedOVERDECK, JOHN, ALBERT · CHIEF INVESTMENT OFFICER, CO-CHAIRMAN · Less than 5% · control person
- ListedOVERDECK, JOHN, ALBERT · TTEE · 75% or more · indirect via JOHN ALBERT OVERDECK REVOCABLE TRUST · control person
- ListedSCHOPPNER, DAWN, MARIE · CONTROLLER · Less than 5%
- ListedSIANO, MATTHEW, BRADY · GENERAL COUNSEL · Less than 5%
- ListedSIEGEL, DAVID, MARK · CO-CHAIRMAN · Less than 5% · control person
- ListedSIEGEL, DAVID, MARK · TTEE · 75% or more · indirect via DAVID MARK SIEGEL REVOCABLE TRUST · control person
- ListedSUNDARAM, SENTHIL, KUMAR · CHIEF RISK OFFICER · Less than 5%
- ListedTWO SIGMA MANAGEMENT, LLC · MANAGING MEMBER · Less than 5% · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- WESTERN DIGITAL CORP$859.2M +134.5%
- ADVANCED MICRO DEVICES INC$601.2M +215.4%
- WELLS FARGO & CO$474.4M +376.4%
- GOLDMAN SACHS GROUP INC$452.7M +146.3%
- ASML HLDG NV$417.6M +83.4%
Top Trims
- NVIDIA CORPORATION-$701.8M -35.8%
- ADOBE INC-$536.5M -70.5%
- PALANTIR TECHNOLOGIES INC-$527.2M -56.0%
- BROADCOM INC-$477.0M -69.3%
- SERVICENOW INC-$474.6M -97.9%
New Positions
- INTUIT$564.2M
- SELECT SECTOR SPDR TR$309.1M
- SPACE EXPLORATION TECHN CORP$303.3M
- INTERCONTINENTAL EXCHANGE IN$249.8M
- FORTIVE CORP$196.1M
Exited Positions
- HONEYWELL INTL INC$392.7M
- BLOOM ENERGY CORP$194.2M
- SELECT SECTOR SPDR TR$172.1M
- SELECT SECTOR SPDR TR$111.5M
- CENTERPOINT ENERGY INC$94.7M
Two Sigma Investments, LP Holdings (2026-06-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | WESTERN DIGITAL CORP | WDC | 958102AT2 | $1.50B | 1.08% | 88,951,000 | PRN |
| 2 | AMAZON COM INC | AMZN | 023135106 | $1.36B | 0.99% | 5,716,287 | SH |
| 3 | NVIDIA CORPORATION | NVDA | 67066G104 | $1.26B | 0.91% | 6,284,574 | SH |
| 4 | APPLE INC | AAPL | 037833100 | $1.21B | 0.87% | 4,176,413 | SH |
| 5 | TESLA INC | TSLA | 88160R101 | $1.20B | 0.87% | 2,861,596 | SH |
| 6 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $1.14B | 0.82% | 2,274,395 | SH |
| 7 | JPMORGAN CHASE & CO | JPM | 46625H100 | $968.1M | 0.70% | 2,957,516 | SH |
| 8 | MASTERCARD INCORPORATED | MA | 57636Q104 | $945.6M | 0.68% | 1,841,139 | SH |
| 9 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $941.3M | 0.68% | 1,006,231 | SH |
| 10 | ASML HLDG NV | ASML | N07059210 | $918.1M | 0.66% | 461,505 | SH |
| 11 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $880.3M | 0.64% | 1,515,419 | SH |
| 12 | CITIGROUP INC | C | 172967424 | $831.1M | 0.60% | 5,938,026 | SH |
| 13 | BOSTON SCIENTIFIC CORP | BSX | 101137107 | $826.2M | 0.60% | 19,359,023 | SH |
| 14 | ALPHABET INC | GOOGL | 02079K305 | $802.9M | 0.58% | 2,246,651 | SH |
| 15 | LOCKHEED MARTIN CORP | LMT | 539830109 | $799.8M | 0.58% | 1,569,836 | SH |
| 16 | INTUITIVE SURGICAL INC | ISRG | 46120E602 | $787.1M | 0.57% | 1,979,128 | SH |
| 17 | SCHWAB CHARLES CORP | SCHW | 808513105 | $777.4M | 0.56% | 8,425,755 | SH |
| 18 | KIMBERLY-CLARK CORP | KMB | 494368103 | $774.4M | 0.56% | 7,054,632 | SH |
| 19 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $762.1M | 0.55% | 753,545 | SH |
| 20 | TJX COS INC NEW | TJX | 872540109 | $756.1M | 0.55% | 4,990,475 | SH |
| 21 | T-MOBILE US INC | TMUS | 872590104 | $745.4M | 0.54% | 4,443,802 | SH |
| 22 | ABBOTT LABORATORIES | ABT | 002824100 | $737.4M | 0.53% | 8,126,315 | SH |
| 23 | ROBLOX CORP | RBLX | 771049103 | $731.3M | 0.53% | 13,448,649 | SH |
| 24 | INTERACTIVE BROKERS GROUP IN | IBKR | 45841N107 | $725.9M | 0.53% | 8,340,400 | SH |
| 25 | MORGAN STANLEY | MS | 617446448 | $715.7M | 0.52% | 3,423,546 | SH |
| 26 | MICROSOFT CORP | MSFT | 594918104 | $682.4M | 0.49% | 1,829,283 | SH |
| 27 | PROGRESSIVE CORP | PGR | 743315103 | $662.0M | 0.48% | 3,030,604 | SH |
| 28 | CLOUDFLARE INC | NET | 18915M107 | $634.3M | 0.46% | 2,586,183 | SH |
| 29 | CHIPOTLE MEXICAN GRILL INC | CMG | 169656105 | $628.5M | 0.46% | 18,486,484 | SH |
| 30 | MICRON TECHNOLOGY INC | MU | 595112103 | $617.7M | 0.45% | 535,173 | SH |
| 31 | BLOOM ENERGY CORP | BE | 093712107 | $610.4M | 0.44% | 2,016,532 | SH |
| 32 | EQUINIX INC | EQIX | 29444U700 | $601.3M | 0.44% | 576,841 | SH |
| 33 | WELLS FARGO & CO | WFC | 949746101 | $600.5M | 0.43% | 7,266,171 | SH |
| 34 | RTX CORPORATION | RTX | 75513E101 | $589.7M | 0.43% | 3,108,337 | SH |
| 35 | ILLINOIS TOOL WKS INC | ITW | 452308109 | $582.5M | 0.42% | 2,153,740 | SH |
| 36 | BRISTOL-MYERS SQUIBB CO | BMY | 110122108 | $581.1M | 0.42% | 10,085,383 | SH |
| 37 | ALNYLAM PHARMACEUTICALS INC | ALNY | 02043Q107 | $564.7M | 0.41% | 1,875,937 | SH |
| 38 | INTUIT | INTU | 461202103 | $564.2M | 0.41% | 2,161,507 | SH |
| 39 | GUARDANT HEALTH INC | GH | 40131M109 | $558.0M | 0.40% | 3,719,301 | SH |
| 40 | SANDISK CORP | SNDK | 80004C200 | $549.5M | 0.40% | 241,675 | SH |
| 41 | WASTE CONNECTIONS INC | WCN | 94106B101 | $541.1M | 0.39% | 3,245,893 | SH |
| 42 | CME GROUP INC | CME | 12572Q105 | $534.4M | 0.39% | 2,420,121 | SH |
| 43 | ROSS STORES INC | ROST | 778296103 | $520.7M | 0.38% | 2,446,237 | SH |
| 44 | AIRBNB INC | ABNB | 009066101 | $508.0M | 0.37% | 3,550,165 | SH |
| 45 | MODERNA INC | MRNA | 60770K107 | $503.8M | 0.36% | 7,193,530 | SH |
| 46 | THE CIGNA GROUP | CI | 125523100 | $499.8M | 0.36% | 1,813,110 | SH |
| 47 | IONIS PHARMACEUTICALS INC | IONS | 462222100 | $495.7M | 0.36% | 6,252,342 | SH |
| 48 | AERCAP HOLDINGS NV | AER | N00985106 | $494.9M | 0.36% | 3,394,989 | SH |
| 49 | AMERICAN AIRLINES GROUP INC | AAL | 02376R102 | $492.2M | 0.36% | 27,240,983 | SH |
| 50 | DOW HLDGS INC | DOW | 260557103 | $489.0M | 0.35% | 17,873,366 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $138.12B | 5,017 | 0000899140-26-000855 |
| 2026-03-31 | 2026-05-15 | $123.93B | 4,546 | 0000899140-26-000547 |
| 2025-12-31 | 2026-02-17 | $70.90B | 4,041 | 0000899140-26-000232 |
| 2025-09-30 | 2025-11-14 | $67.17B | 3,628 | 0000899140-25-001286 |
Filer Information
Address
100 AVENUE OF THE AMERICAS16TH FLOOR
NEW YORK, NY 10013
Phone
(212) 625-5700
Filing Manager
TWO SIGMA INVESTMENTS, LP
NEW YORK, NY
Signatory
Steve H. Metzger
General Counsel