Filed: 2/17/2026ACC: 0000899140-26-000225
📋 What this filing means
TWO SIGMA ADVISERS, LP filed this quarterly 13F‑HR report disclosing 2329 equity positions with a total reported market value of $51.43B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
2329
Positions
$51.43B
Total AUM (reported)
1.09B
Total Shares
Allocation by class
COM$35.82B69.6%
CL A$4.54B8.8%
COM CL A$2.68B5.2%
COM NEW$2.24B4.4%
SPONSORED ADS$737.00M1.4%
CL A COM$715.25M1.4%
SHS$654.64M1.3%
Portfolio Concentration
Top 3$4.57B8.9%
4–10$5.13B10.0%
11–25$8.01B15.6%
Rest$33.72B65.6%
Top 3 weight
8.9%
Top 10 weight
18.9%
Voting Authority Distribution
Total shares with voting rights: 1.09B
Sole
Full voting authority
1.06B
shares
% of voting shares96.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
34.44M
shares
% of voting shares3.1%
Investment Discretion (by position count)
Sole2329
Shared0
Other0
Dominant voting typeSole · 96.9% of voting shares
Institutional Holdings2329
Rows:
NVIDIA CORPORATION
SOLEShares8.95M
TypeSH
Market value$1.67B
3.25%
Sole
8.80M
Shared
0.00
None
152.90K
APPLE INC
SOLEShares5.90M
TypeSH
Market value$1.60B
3.12%
Sole
5.79M
Shared
0.00
None
107.90K
MICROSOFT CORP
SOLEShares2.67M
TypeSH
Market value$1.29B
2.51%
Sole
2.64M
Shared
0.00
None
30.98K
AMAZON COM INC
SOLEShares4.98M
TypeSH
Market value$1.15B
2.23%
Sole
4.85M
Shared
0.00
None
130.60K
JPMORGAN CHASE & CO.
SOLEShares2.20M
TypeSH
Market value$710.18M
1.38%
Sole
2.13M
Shared
0.00
None
77.62K
MASTERCARD INCORPORATED
SOLEShares1.23M
TypeSH
Market value$701.03M
1.36%
Sole
1.18M
Shared
0.00
None
49.44K
MICRON TECHNOLOGY INC
SOLEShares2.33M
TypeSH
Market value$665.52M
1.29%
Sole
2.23M
Shared
0.00
None
106.70K
PALANTIR TECHNOLOGIES INC
SOLEShares3.67M
TypeSH
Market value$653.09M
1.27%
Sole
3.51M
Shared
0.00
None
161.30K
SCHWAB CHARLES CORP
SOLEShares6.28M
TypeSH
Market value$627.82M
1.22%
Sole
6M
Shared
0.00
None
286.88K
TESLA INC
SOLEShares1.39M
TypeSH
Market value$625.10M
1.22%
Sole
1.33M
Shared
0.00
None
55.88K
ADVANCED MICRO DEVICES INC
SOLEShares2.90M
TypeSH
Market value$621.09M
1.21%
Sole
2.76M
Shared
0.00
None
140.70K
INTUITIVE SURGICAL INC
SOLEShares1.07M
TypeSH
Market value$604.06M
1.17%
Sole
1.01M
Shared
0.00
None
53.92K
BOSTON SCIENTIFIC CORP
SOLEShares6.30M
TypeSH
Market value$600.56M
1.17%
Sole
5.99M
Shared
0.00
None
307.30K
LOCKHEED MARTIN CORP
SOLEShares1.22M
TypeSH
Market value$591.61M
1.15%
Sole
1.16M
Shared
0.00
None
61.90K
ADOBE INC
SOLEShares1.67M
TypeSH
Market value$583.97M
1.14%
Sole
1.59M
Shared
0.00
None
81.90K
T-MOBILE US INC
SOLEShares2.83M
TypeSH
Market value$574.15M
1.12%
Sole
2.70M
Shared
0.00
None
130.30K
PROGRESSIVE CORP
SOLEShares2.46M
TypeSH
Market value$559.69M
1.09%
Sole
2.34M
Shared
0.00
None
114.90K
ROBLOX CORP
SOLEShares6.51M
TypeSH
Market value$527.27M
1.03%
Sole
6.17M
Shared
0.00
None
339.96K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares1.66M
TypeSH
Market value$505.25M
0.98%
Sole
1.59M
Shared
0.00
None
69.70K
TJX COS INC NEW
SOLEShares3.28M
TypeSH
Market value$504.24M
0.98%
Sole
3.17M
Shared
0.00
None
114K
AIRBNB INC
SOLEShares3.71M
TypeSH
Market value$502.99M
0.98%
Sole
3.52M
Shared
0.00
None
186.50K
REGENERON PHARMACEUTICALS
SOLEShares604.54K
TypeSH
Market value$466.63M
0.91%
Sole
568.78K
Shared
0.00
None
35.76K
CLOUDFLARE INC
SOLEShares2.34M
TypeSH
Market value$461.33M
0.90%
Sole
2.22M
Shared
0.00
None
117.60K
SERVICENOW INC
SOLEShares3M
TypeSH
Market value$460.15M
0.89%
Sole
2.88M
Shared
0.00
None
125.30K
ALNYLAM PHARMACEUTICALS INC
SOLEShares1.13M
TypeSH
Market value$450.36M
0.88%
Sole
1.07M
Shared
0.00
None
64.24K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 8.95M | SH | $1.67B 3.25% | 8.80M | 0.00 | 152.90K |
APPLE INCSOLE | COM | 5.90M | SH | $1.60B 3.12% | 5.79M | 0.00 | 107.90K |
MICROSOFT CORPSOLE | COM | 2.67M | SH | $1.29B 2.51% | 2.64M | 0.00 | 30.98K |
AMAZON COM INCSOLE | COM | 4.98M | SH | $1.15B 2.23% | 4.85M | 0.00 | 130.60K |
JPMORGAN CHASE & CO.SOLE | COM | 2.20M | SH | $710.18M 1.38% | 2.13M | 0.00 | 77.62K |
MASTERCARD INCORPORATEDSOLE | CL A | 1.23M | SH | $701.03M 1.36% | 1.18M | 0.00 | 49.44K |
MICRON TECHNOLOGY INCSOLE | COM | 2.33M | SH | $665.52M 1.29% | 2.23M | 0.00 | 106.70K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 3.67M | SH | $653.09M 1.27% | 3.51M | 0.00 | 161.30K |
SCHWAB CHARLES CORPSOLE | COM | 6.28M | SH | $627.82M 1.22% | 6M | 0.00 | 286.88K |
TESLA INCSOLE | COM | 1.39M | SH | $625.10M 1.22% | 1.33M | 0.00 | 55.88K |
ADVANCED MICRO DEVICES INCSOLE | COM | 2.90M | SH | $621.09M 1.21% | 2.76M | 0.00 | 140.70K |
INTUITIVE SURGICAL INCSOLE | COM NEW | 1.07M | SH | $604.06M 1.17% | 1.01M | 0.00 | 53.92K |
BOSTON SCIENTIFIC CORPSOLE | COM | 6.30M | SH | $600.56M 1.17% | 5.99M | 0.00 | 307.30K |
LOCKHEED MARTIN CORPSOLE | COM | 1.22M | SH | $591.61M 1.15% | 1.16M | 0.00 | 61.90K |
ADOBE INCSOLE | COM | 1.67M | SH | $583.97M 1.14% | 1.59M | 0.00 | 81.90K |
T-MOBILE US INCSOLE | COM | 2.83M | SH | $574.15M 1.12% | 2.70M | 0.00 | 130.30K |
PROGRESSIVE CORPSOLE | COM | 2.46M | SH | $559.69M 1.09% | 2.34M | 0.00 | 114.90K |
ROBLOX CORPSOLE | CL A | 6.51M | SH | $527.27M 1.03% | 6.17M | 0.00 | 339.96K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 1.66M | SH | $505.25M 0.98% | 1.59M | 0.00 | 69.70K |
TJX COS INC NEWSOLE | COM | 3.28M | SH | $504.24M 0.98% | 3.17M | 0.00 | 114K |
AIRBNB INCSOLE | COM CL A | 3.71M | SH | $502.99M 0.98% | 3.52M | 0.00 | 186.50K |
REGENERON PHARMACEUTICALSSOLE | COM | 604.54K | SH | $466.63M 0.91% | 568.78K | 0.00 | 35.76K |
CLOUDFLARE INCSOLE | CL A COM | 2.34M | SH | $461.33M 0.90% | 2.22M | 0.00 | 117.60K |
SERVICENOW INCSOLE | COM | 3M | SH | $460.15M 0.89% | 2.88M | 0.00 | 125.30K |
ALNYLAM PHARMACEUTICALS INCSOLE | COM | 1.13M | SH | $450.36M 0.88% | 1.07M | 0.00 | 64.24K |
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