David A. Siegel Sells in Q2 2025

Two Sigma Advisers, LP

  • $46.1 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
-3.54M
- 91.08%
$146.29 - $275.65 $518M - $975M
347K $95.6M
CSCO
Cisco Systems, Inc.

Technology
-5.43M
- 89.76%
$53.19 - $69.38 $289M - $377M
619K $42.9M
AMGN
Amgen Inc

Healthcare
-997K
- 99.59%
$262.28 - $309.85 $262M - $309M
4.1K $1.14M
NVO
Novo Nordisk A S

Healthcare
-3.47M
- 71.35%
$58.08 - $81.05 $201M - $281M
1.39M $96.1M
FTNT
Fortinet, Inc.

Technology
-2.65M
- 59.1%
$84.71 - $108.69 $225M - $288M
1.83M $194M
NOC
Northrop Grumman Corp

Industrials
-404K
- 47.75%
$456.3 - $540.39 $185M - $219M
443K $221M
MRVL
Marvell Technology, Inc.

Technology
-3.02M
- 98.69%
$49.38 - $79.97 $149M - $242M
40.3K $3.12M
CMCSA
Comcast Corp

Communication Services
-4.99M
- 82.29%
$32.84 - $36.72 $164M - $183M
1.07M $38.3M
ICE
Intercontinental Exchange, Inc.

Financial Services
-1.05M
- 57.12%
$151.62 - $183.47 $159M - $192M
786K $144M
LHX
L3 Harris Technologies, Inc.

Industrials
-771K
- 97.4%
$200.21 - $256.99 $154M - $198M
20.6K $5.17M
DASH
Door Dash, Inc.

Communication Services
-1.25M
- 46.39%
$163.16 - $246.51 $204M - $308M
1.44M $356M
META
Meta Platforms, Inc.

Communication Services
-309K
- 54.33%
$484.66 - $738.09 $150M - $228M
260K $192M
LNG
Cheniere Energy, Inc.

Energy
-623K
- 35.6%
$197.25 - $244.33 $123M - $152M
1.13M $274M
TWLO
Twilio Inc

Communication Services
-1.27M
- 90.2%
$81.34 - $124.36 $103M - $158M
138K $17.2M
F
Ford Motor CO

Consumer Cyclical
-11.4M
- 93.4%
$8.69 - $10.85 $98.8M - $123M
804K $8.72M
LLY
Eli Lilly & CO

Healthcare
-135K
- 85.19%
$713.71 - $898.95 $96.5M - $122M
23.5K $18.3M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-137K
- 25.79%
$390.26 - $489.06 $53.3M - $66.8M
393K $159M
AMCR
Amcor PLC

Consumer Cyclical
-10.1M
- 55.36%
$8.57 - $9.81 $86.8M - $99.4M
8.17M $75.1M
HUM
Humana Inc

Healthcare
-285K
- 27.09%
$224.93 - $295.04 $64.1M - $84.1M
767K $188M
PANW
Palo Alto Networks Inc

Technology
-568K
- 72.83%
$152.44 - $204.64 $86.6M - $116M
212K $43.4M
SPOT
Spotify Technology S.A.

Communication Services
-242K
- 53.92%
$503.3 - $775.9 $122M - $188M
207K $159M
TSLA
Tesla, Inc.

Consumer Cyclical
-515K
- 35.9%
$221.86 - $362.89 $114M - $187M
919K $292M
DG
Dollar General Corp

Consumer Defensive
-1.21M
- 53.78%
$86.02 - $114.95 $104M - $139M
1.04M $119M
TSN
Tyson Foods, Inc.

Consumer Defensive
-1.21M
- 88.96%
$54.33 - $63.56 $65.9M - $77M
150K $8.41M
BAH
Booz Allen Hamilton Holding Corp

Industrials
-735K
- 98.68%
$99.97 - $129.69 $73.5M - $95.4M
9.8K $1.02M
OXY
Occidental Petroleum Corp

Energy
-1.43M
- 75.58%
$36.11 - $49.33 $51.7M - $70.6M
463K $19.4M
EFX
Equifax Inc

Industrials
-308K
- 72.16%
$205.5 - $280.54 $63.2M - $86.3M
119K $30.8M
WING
Wingstop Inc.

Consumer Cyclical
-321K
- 99.5%
$210.24 - $381.46 $67.5M - $122M
1.6K $538K
CL
Colgate Palmolive CO

Consumer Defensive
-764K
- 85.38%
$87.57 - $96.0 $66.9M - $73.3M
131K $11.9M
CI
Cigna Corp

Healthcare
-211K
- 40.82%
$301.89 - $340.04 $63.8M - $71.9M
306K $101M
VRSK
Verisk Analytics, Inc.

Industrials
-244K
- 37.93%
$277.03 - $321.33 $67.6M - $78.4M
400K $124M
EXEL
Exelixis, Inc.

Healthcare
-1.86M
- 81.24%
$34.13 - $46.26 $63.4M - $85.9M
429K $18.9M
CCL
Carnival Corp

Consumer Cyclical
-3.4M
- 94.94%
$16.43 - $28.12 $55.9M - $95.7M
182K $5.1M
ADSK
Autodesk, Inc.

Technology
-262K
- 92.82%
N/A
20.3K $4.99M
KMI
Kinder Morgan, Inc.

Energy
-2.11M
- 98.29%
$25.21 - $29.4 $53.2M - $62M
36.8K $1.08M
RPRX
Royalty Pharma PLC

Healthcare
-2.06M
- 70.84%
$30.85 - $36.14 $63.5M - $74.3M
847K $30.5M
MCO
Moodys Corp

Financial Services
-128K
- 87.51%
$396.7 - $501.59 $50.9M - $64.3M
18.3K $9.18M
DHR
Danaher Corp

Healthcare
-213K
- 10.99%
$174.64 - $205.16 $37.2M - $43.7M
1.73M $341M
CAG
Conagra Brands Inc.

Consumer Defensive
-472K
- 6.99%
$20.4 - $26.78 $9.64M - $12.7M
6.29M $129M
INFY
Infosys LTD

Technology
-2.83M
- 85.8%
$16.14 - $18.75 $45.6M - $53M
468K $8.67M
CYBR
Cyber Ark Software Ltd.

Technology
-152K
- 98.83%
$305.98 - $406.88 $46.4M - $61.7M
1.8K $732K
MDT
Medtronic PLC

Healthcare
-540K
- 67.78%
$80.68 - $88.86 $43.5M - $48M
257K $22.4M
BEN
Franklin Resources Inc

Financial Services
-2.69M
- 81.07%
$16.66 - $23.85 $44.8M - $64.1M
627K $15M
SPGI
S&P Global Inc.

Financial Services
-94.2K
- 94.65%
$438.31 - $527.29 $41.3M - $49.7M
5.33K $2.81M
EVR
Evercore Inc.

Financial Services
-262K
- 74.82%
$163.77 - $271.5 $42.8M - $71M
88K $23.8M
STM
St Microelectronics N.V.

Technology
-2.21M
- 87.57%
$17.78 - $30.41 $39.4M - $67.3M
314K $9.56M
ETR
Entergy Corp

Utilities
-533K
- 81.51%
$79.01 - $86.61 $42.1M - $46.2M
121K $10.1M
UPS
United Parcel Service Inc

Industrials
-330K
- 23.75%
$91.92 - $110.2 $30.3M - $36.3M
1.06M $107M
LMT
Lockheed Martin Corp

Industrials
-135K
- 11.61%
$430.82 - $486.45 $58.2M - $65.7M
1.03M $476M
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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