David A. Siegel Incresed Positions in Q2 2025

Two Sigma Advisers, LP

  • $46.1 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
418K
+ 16.48%
$354.56 - $497.45 $148M - $208M
2.95M $1.47B
NFLX
Netflix Inc

Communication Services
314K
+ 152.75%
$855.86 - $1339.13 $269M - $421M
520K $696M
TMUS
T Mobile Us, Inc.

Communication Services
1.96M
+ 2398.37%
$220.99 - $268.54 $433M - $527M
2.04M $487M
COST
Costco Wholesale Corp

Consumer Defensive
405K
+ 174.23%
$908.13 - $1056.85 $368M - $428M
637K $631M
NKE
Nike, Inc.

Consumer Cyclical
5.34M
+ 8066.47%
$53.27 - $72.04 $284M - $385M
5.41M $384M
PLTR
Palantir Technologies Inc.

Technology
1.9M
+ 83.99%
$74.01 - $144.25 $140M - $273M
4.15M $566M
CVNA
Carvana Co.

Consumer Cyclical
598K
+ 55.13%
$162.57 - $345.64 $97.1M - $207M
1.68M $567M
INTU
Intuit Inc

Technology
305K
+ 251.19%
$544.07 - $787.63 $166M - $240M
427K $336M
DUOL
Duolingo, Inc.

Technology
578K
+ 340.28%
$292.88 - $540.68 $169M - $312M
748K $307M
CPNG
Coupang, Inc.

Consumer Cyclical
6.21M
+ 111.76%
$19.76 - $30.81 $123M - $191M
11.8M $352M
SE
Sea LTD

Consumer Cyclical
1.21M
+ 174.21%
$105.57 - $170.4 $128M - $206M
1.91M $305M
AMZN
Amazon Com Inc

Consumer Cyclical
372K
+ 8.3%
$167.32 - $223.3 $62.3M - $83.1M
4.86M $1.07B
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
12.7M
+ 532.91%
$10.8 - $16.92 $137M - $215M
15.1M $208M
MRK
Merck & Co., Inc.

Healthcare
2.39M
+ 72.68%
$73.47 - $87.12 $176M - $208M
5.68M $450M
CRM
Salesforce, Inc.

Technology
524K
+ 32.17%
$236.26 - $291.15 $124M - $153M
2.15M $587M
PG
Procter & Gamble CO

Consumer Defensive
907K
+ 1208.26%
$157.66 - $172.39 $143M - $156M
983K $157M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
385K
+ 69.47%
$483.07 - $625.6 $186M - $241M
939K $493M
BTI
British American Tobacco P.L.C.

Consumer Defensive
2.82M
+ 264.41%
$39.43 - $49.34 $111M - $139M
3.88M $184M
GDDY
Go Daddy Inc.

Technology
751K
+ 1896.72%
$162.11 - $192.36 $122M - $144M
791K $142M
CHWY
Chewy, Inc.

Consumer Cyclical
3.09M
+ 1254.83%
$31.21 - $48.21 $96.6M - $149M
3.34M $142M
BAC
Bank Of America Corp

Financial Services
1.55M
+ 14.31%
$34.39 - $47.46 $53.2M - $73.4M
12.4M $585M
SCHW
Schwab Charles Corp

Financial Services
772K
+ 15.85%
$69.06 - $91.24 $53.3M - $70.5M
5.64M $515M
BSX
Boston Scientific Corp

Healthcare
964K
+ 22.92%
$89.7 - $107.41 $86.5M - $104M
5.17M $555M
HUBS
Hubspot Inc

Technology
235K
+ 119.2%
$487.07 - $672.24 $115M - $158M
433K $241M
CB
Chubb LTD

Financial Services
414K
+ 3944.89%
$274.32 - $302.46 $114M - $125M
425K $123M
MRNA
Moderna, Inc.

Healthcare
4.01M
+ 105.22%
$23.65 - $28.54 $94.8M - $114M
7.82M $216M
ABNB
Airbnb, Inc.

Consumer Cyclical
508K
+ 22.18%
$105.69 - $140.64 $53.7M - $71.5M
2.8M $370M
CHK
Chesapeake Energy Corp

Energy
1.12M
+ 137.6%
N/A
1.93M $165M
UNP
Union Pacific Corp

Industrials
409K
+ 20424.79%
$208.27 - $238.46 $85.1M - $97.5M
411K $94.5M
ON
On Semiconductor Corp

Technology
1.75M
+ 18241.67%
$31.95 - $54.21 $56M - $94.9M
1.76M $92.3M
JPM
Jpmorgan Chase & CO

Financial Services
307K
+ 1774.57%
$210.28 - $289.91 $64.6M - $89M
324K $94M
FIVE
Five Below, Inc

Consumer Cyclical
470K
+ 109.64%
$55.75 - $131.18 $26.2M - $61.6M
899K $118M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
391K
+ 1000.18%
$212.1 - $244.27 $83M - $95.6M
430K $94.1M
VEEV
Veeva Systems Inc

Healthcare
167K
+ 26.3%
$209.39 - $289.94 $34.9M - $48.4M
801K $231M
CLX
Clorox CO

Consumer Defensive
687K
+ 1816.67%
$118.01 - $148.69 $81M - $102M
725K $87M
DECK
Deckers Outdoor Corp

Consumer Cyclical
774K
+ 19853.85%
$100.44 - $129.37 $77.8M - $100M
778K $80.2M
DDOG
Datadog, Inc.

Technology
522K
+ 754.79%
$87.0 - $134.33 $45.4M - $70.1M
591K $79.4M
ESTC
Elastic N.V.

Technology
890K
+ 133.09%
$73.36 - $94.17 $65.3M - $83.8M
1.56M $131M
CRDO
Credo Technology Group Holding LTD

Technology
247K
+ 26.69%
$33.3 - $95.05 $8.21M - $23.4M
1.17M $108M
SYK
Stryker Corp

Healthcare
168K
+ 170.59%
$337.37 - $395.63 $56.7M - $66.5M
267K $106M
BBIO
Bridge Bio Pharma, Inc.

Healthcare
1.41M
+ 516.52%
$30.14 - $45.12 $42.5M - $63.7M
1.68M $72.7M
GM
General Motors CO

Consumer Cyclical
1.18M
+ 73.61%
$42.48 - $50.46 $50.2M - $59.6M
2.79M $137M
GIS
General Mills Inc

Consumer Defensive
1.22M
+ 342.2%
$50.37 - $60.97 $61.4M - $74.3M
1.58M $81.6M
AEP
American Electric Power CO Inc

Utilities
546K
+ 73.98%
$98.59 - $109.11 $53.8M - $59.5M
1.28M $133M
TFC
Truist Financial Corp

Financial Services
1.17M
+ 190.09%
$34.79 - $42.99 $40.5M - $50.1M
1.78M $76.5M
VZ
Verizon Communications Inc

Communication Services
1.17M
+ 1010.95%
$41.67 - $45.62 $48.9M - $53.5M
1.29M $55.8M
USB
Us Bancorp \De\

Financial Services
1.03M
+ 129.17%
$36.4 - $45.76 $37.6M - $47.3M
1.83M $83M
OTIS
Otis Worldwide Corp

Industrials
487K
+ 615.3%
$90.88 - $104.3 $44.2M - $50.8M
566K $56M
MSI
Motorola Solutions, Inc.

Technology
118K
+ 87.69%
$394.72 - $440.39 $46.7M - $52.1M
253K $106M
Activity Summary
Buys All Purchases 1122 New Holdings 259 Increased Positions 863 Sells All Sells 1157 Reductions 1157 Sold out 0 Options Calls 0 Puts 0
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