David A. Siegel Incresed Positions in Q1 2025

Two Sigma Advisers, LP

  • $42.8 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CRM
Salesforce, Inc.

Technology
1.48M
+ 984.5%
$268.36 - $359.95 $397M - $533M
1.63M $437M
BSX
Boston Scientific Corp

Healthcare
3.45M
+ 456.89%
$89.38 - $106.18 $308M - $366M
4.21M $424M
AVGO
Broadcom Inc.

Technology
2.45M
+ 170.89%
$167.43 - $244.7 $410M - $600M
3.89M $651M
ISRG
Intuitive Surgical Inc

Healthcare
577K
+ 468.56%
$476.63 - $610.45 $275M - $352M
700K $347M
SCHW
Schwab Charles Corp

Financial Services
3.45M
+ 243.18%
$71.24 - $83.64 $246M - $289M
4.87M $381M
NVO
Novo Nordisk A S

Healthcare
3.84M
+ 375.36%
$69.3 - $90.95 $266M - $349M
4.86M $337M
COP
Conocophillips

Energy
1.99M
+ 2018.15%
$88.6 - $105.85 $176M - $210M
2.09M $219M
CMCSA
Comcast Corp

Communication Services
5.64M
+ 1330.9%
$33.19 - $38.23 $187M - $216M
6.06M $224M
JNPR
Juniper Networks Inc

Technology
5.55M
+ 1622.49%
$34.38 - $39.03 $191M - $217M
5.89M $213M
PLTR
Palantir Technologies Inc.

Technology
2.1M
+ 1364.31%
$64.98 - $124.62 $137M - $262M
2.26M $190M
AMCR
Amcor PLC

Consumer Cyclical
16.1M
+ 716.3%
$9.33 - $10.39 $150M - $167M
18.3M $178M
IT
Gartner Inc

Technology
378K
+ 257.81%
$418.25 - $548.38 $158M - $207M
525K $220M
MRVL
Marvell Technology, Inc.

Technology
2.59M
+ 546.27%
$61.57 - $126.06 $160M - $327M
3.07M $189M
ADBE
Adobe Inc.

Technology
494K
+ 55.56%
$377.84 - $464.11 $187M - $229M
1.38M $530M
EIX
Edison International

Utilities
2.29M
+ 52042.72%
$50.06 - $80.01 $115M - $183M
2.29M $135M
MCK
Mckesson Corp

Healthcare
167K
+ 130.61%
$566.21 - $672.99 $94.7M - $113M
295K $199M
CNC
Centene Corp

Healthcare
2M
+ 152.32%
$55.93 - $65.89 $112M - $131M
3.31M $201M
LHX
L3 Harris Technologies, Inc.

Industrials
573K
+ 261.77%
$194.65 - $222.86 $111M - $128M
791K $166M
F
Ford Motor CO

Consumer Cyclical
11.5M
+ 1849.38%
$9.12 - $10.43 $105M - $120M
12.2M $122M
MRNA
Moderna, Inc.

Healthcare
3.7M
+ 3572.61%
$28.35 - $47.53 $105M - $176M
3.81M $108M
OXY
Occidental Petroleum Corp

Energy
1.86M
+ 5486.14%
$45.45 - $52.7 $84.5M - $98M
1.89M $93.5M
SPOT
Spotify Technology S.A.

Communication Services
94.6K
+ 26.64%
$457.79 - $648.32 $43.3M - $61.3M
450K $247M
SWKS
Skyworks Solutions, Inc.

Technology
1.4M
+ 696.94%
$64.12 - $93.96 $89.8M - $132M
1.6M $104M
MNST
Monster Beverage Corp

Consumer Defensive
1.39M
+ 908.57%
$46.16 - $58.58 $64.2M - $81.4M
1.54M $90.3M
ADC
Agree Realty Corp

Real Estate
920K
+ 79.48%
$68.36 - $77.19 $62.9M - $71M
2.08M $160M
AEP
American Electric Power CO Inc

Utilities
714K
+ 3106.09%
$90.32 - $109.27 $64.5M - $78.1M
737K $80.6M
BBD
Bank Bradesco

Financial Services
32.7M
+ 213.63%
$1.85 - $2.32 $60.5M - $75.9M
48M $107M
BAH
Booz Allen Hamilton Holding Corp

Industrials
742K
+ 23935.48%
$102.72 - $143.06 $76.2M - $106M
745K $77.9M
NET
Cloudflare, Inc.

Technology
683K
+ 758.89%
$110.71 - $176.5 $75.6M - $121M
773K $87.1M
ICE
Intercontinental Exchange, Inc.

Financial Services
221K
+ 13.72%
$142.8 - $176.36 $31.6M - $39M
1.83M $316M
AAL
American Airlines Group Inc.

Industrials
6.67M
+ 272.51%
N/A
9.12M $101M
EFX
Equifax Inc

Industrials
302K
+ 242.68%
$235.63 - $278.34 $71.1M - $84M
426K $104M
AER
Aer Cap Holdings N.V.

Industrials
667K
+ 174.49%
$94.11 - $105.78 $62.8M - $70.5M
1.05M $107M
ENPH
Enphase Energy, Inc.

Technology
1.14M
+ 594.38%
$52.87 - $73.51 $60.1M - $83.5M
1.33M $82.4M
CL
Colgate Palmolive CO

Consumer Defensive
724K
+ 423.46%
$85.68 - $97.5 $62M - $70.6M
895K $83.8M
ADSK
Autodesk, Inc.

Technology
266K
+ 1613.33%
N/A
283K $69.5M
DG
Dollar General Corp

Consumer Defensive
495K
+ 28.18%
$68.44 - $87.93 $33.9M - $43.5M
2.25M $198M
ALE
Allete Inc

Utilities
984K
+ 8552.17%
$64.9 - $65.91 $63.8M - $64.8M
995K $65.4M
MCO
Moodys Corp

Financial Services
138K
+ 1527.78%
$437.8 - $527.48 $60.2M - $72.5M
147K $68.2M
DHI
Horton D R Inc

Consumer Cyclical
527K
+ 90.06%
$125.29 - $147.65 $66.1M - $77.9M
1.11M $141M
KMI
Kinder Morgan, Inc.

Energy
2.08M
+ 3016.55%
$26.1 - $31.22 $54.2M - $64.9M
2.15M $61.3M
PANW
Palo Alto Networks Inc

Technology
374K
+ 91.99%
$167.82 - $208.28 $62.8M - $77.9M
780K $133M
JNJ
Johnson & Johnson

Healthcare
329K
+ 173.65%
$142.06 - $167.7 $46.7M - $55.1M
518K $85.9M
IBKR
Interactive Brokers Group, Inc.

Financial Services
382K
+ 82.08%
$161.03 - $235.53 $61.6M - $90.1M
848K $140M
MPC
Marathon Petroleum Corp

Energy
377K
+ 73.26%
$134.72 - $159.03 $50.8M - $60M
892K $130M
MELI
Mercadolibre Inc

Consumer Cyclical
28.4K
+ 747.37%
$1739.0 - $2260.0 $49.4M - $64.2M
32.2K $62.8M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
197K
+ 250.0%
$233.07 - $290.7 $45.9M - $57.3M
276K $74.5M
INFY
Infosys LTD

Technology
3.1M
+ 1604.76%
$18.06 - $22.89 $56M - $71M
3.3M $60.1M
ETR
Entergy Corp

Utilities
633K
+ 3015.71%
$75.26 - $87.89 $47.7M - $55.7M
654K $55.9M
Activity Summary
Buys All Purchases 1353 New Holdings 315 Increased Positions 1038 Sells All Sells 990 Reductions 990 Sold out 0 Options Calls 0 Puts 0
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