Institutions / TWO SIGMA INVESTMENTS, LP / Move history

Two Sigma Investments, LP

Quarter-over-quarter position changes

Action	Company	Quarter ↓	Δ shares	Δ %	Held after	Flow	Impact
Added	HONEYWELL INTERNATIONAL INC	Mar 31, 2026	+1,156,546	+199%	1,737,296	$261.41M	high
Added	SCHWAB CHARLES CORP	Mar 31, 2026	+2,781,144	+108%	5,360,299	$261.37M	high
Added	Arista Networks, Inc.ANET	Mar 31, 2026	+2,127,487	+130%	3,758,279	$261.21M	high
New	AUTOMATIC DATA PROCESSING INC	Mar 31, 2026	+1,282,237	New	1,282,237	$260.52M	high
Added	WASTE MANAGEMENT INC	Mar 31, 2026	+1,132,972	+125%	2,039,194	$260.35M	high
Added	Dell Technologies Inc.	Mar 31, 2026	+1,558,941	+106%	3,033,333	$255.87M	high
Added	Atlassian Corporation	Mar 31, 2026	+3,733,168	+408%	4,647,650	$254.79M	high
Added	VEEVA SYSTEMS INC	Mar 31, 2026	+1,420,527	+352%	1,823,999	$249.53M	high
Added	O REILLY AUTOMOTIVE INC	Mar 31, 2026	+2,676,421	>1000%	2,851,180	$247.06M	high
Added	IONIS PHARMACEUTICALS INC	Mar 31, 2026	+3,198,983	+120%	5,857,629	$240.21M	high
Added	Five Below Inc	Mar 31, 2026	+1,030,117	+255%	1,434,245	$235.36M	high
Added	CrowdStrike Holdings, Inc.	Mar 31, 2026	+597,928	>1000%	610,744	$233.44M	high
Added	81369Y605	Mar 31, 2026	+4,610,406	+836%	5,161,736	$227.62M	high
New	LAS VEGAS SANDS CORP	Mar 31, 2026	+4,171,861	New	4,171,861	$224.78M	high
Added	Cheniere Energy, Inc.	Mar 31, 2026	+782,165	+129%	1,386,961	$221.95M	high
Trimmed	AMGEN INC	Mar 31, 2026	-628,708	-90%	71,680	$221.21M	high
Added	351858105	Mar 31, 2026	+886,640	+218%	1,293,237	$219.04M	high
Added	670100205	Mar 31, 2026	+5,943,310	>1000%	6,286,501	$218.42M	high
Added	Bloom Energy Corp	Mar 31, 2026	+1,609,861	+83%	3,547,838	$218.12M	high
Exited	Warren E. Buffett	Mar 31, 2026	-432,154	-100%	0	$217.22M	high
Trimmed	92189F676	Mar 31, 2026	-544,450	-86%	92,301	$208.74M	high
Trimmed	PROCTER & GAMBLE Co	Mar 31, 2026	-1,419,412	-97%	44,502	$205.02M	high
Exited	046353108	Mar 31, 2026	-2,180,476	-100%	0	$200.45M	high
Trimmed	81369Y803	Mar 31, 2026	-1,506,521	-54%	1,295,026	$200.22M	high
Trimmed	Eaton Corp plc	Mar 31, 2026	-554,766	-94%	37,160	$198.42M	high
Added	CONAGRA BRANDS INC.	Mar 31, 2026	+12,494,398	+201%	18,698,198	$196.41M	high
Added	General Motors Co	Mar 31, 2026	+2,632,526	+80%	5,934,561	$196.12M	high
Added	Airbnb, Inc.	Mar 31, 2026	+1,545,276	+81%	3,458,771	$195.14M	high
Added	Northrop Grumman Corp	Mar 31, 2026	+285,677	+935%	316,221	$194.90M	high
Added	Ventas, Inc.	Mar 31, 2026	+2,368,708	+146%	3,993,505	$193.71M	high
Added	CINTAS CORP	Mar 31, 2026	+1,142,149	+94%	2,359,681	$193.18M	high
Added	ALBEMARLE CORP	Mar 31, 2026	+1,059,423	+84%	2,320,881	$190.20M	high
Added	Guardant Health, Inc.	Mar 31, 2026	+2,057,628	+95%	4,229,531	$190.06M	high
Added	464287309	Mar 31, 2026	+1,677,831	+573%	1,970,631	$189.78M	high
Added	LINDE PLC	Mar 31, 2026	+380,762	+397%	476,650	$188.77M	high
Added	Robinhood Markets, Inc.	Mar 31, 2026	+2,669,821	>1000%	2,803,439	$185.02M	high
Added	Trade Desk, Inc.	Mar 31, 2026	+8,117,186	+134%	14,161,321	$184.18M	high
Trimmed	78464A870	Mar 31, 2026	-1,421,431	-81%	341,169	$181.56M	high
Added	AGREE REALTY CORP	Mar 31, 2026	+2,351,245	+139%	4,041,693	$177.24M	high
Added	Chipotle Mexican Grill Inc	Mar 31, 2026	+5,529,547	+206%	8,215,407	$177.00M	high
Trimmed	MCDONALD'S CORP	Mar 31, 2026	-569,393	-88%	76,861	$176.96M	high
Added	Paycom Software, Inc.	Mar 31, 2026	+1,453,710	+495%	1,747,666	$176.68M	high
Added	Equinix Inc	Mar 31, 2026	+179,397	+66%	452,267	$175.85M	high
Trimmed	81369Y407	Mar 31, 2026	-1,608,366	-48%	1,774,854	$175.28M	high
Added	HORMEL FOODS CORP /DE	Mar 31, 2026	+7,542,742	+170%	11,986,728	$170.84M	high
Trimmed	TEXAS INSTRUMENTS INC	Mar 31, 2026	-867,105	-87%	129,100	$168.34M	high
Added	G93A5A101	Mar 31, 2026	+2,289,606	+100%	4,572,750	$168.24M	high
Added	VERTEX PHARMACEUTICALS INC / MA	Mar 31, 2026	+373,991	>1000%	378,146	$167.00M	high
Added	Figma, Inc.FIG	Mar 31, 2026	+7,887,481	+241%	11,158,349	$166.74M	high
Trimmed	Chubb Ltd	Mar 31, 2026	-508,957	-87%	77,074	$165.88M	high