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
IBKR
Interactive Brokers Group, Inc.

Financial Services
2.53M
+ 298.31%
$50.53 - $212.53 $128M - $538M
3.38M $187M
W
Wayfair Inc.

Consumer Cyclical
378K
+ 26.79%
$24.14 - $51.22 $9.12M - $19.3M
1.79M $91.4M
PODD
Insulet Corp

Healthcare
143K
+ 10214.43%
$238.57 - $327.47 $34.1M - $46.8M
144K $45.4M
AR
Antero Resources Corp

Energy
1.12M
+ 89.1%
$31.92 - $43.78 $35.7M - $49M
2.38M $95.7M
SNAP
Snap Inc

Communication Services
5.03M
+ 129.16%
$7.23 - $9.21 $36.4M - $46.4M
8.93M $77.6M
IONS
Ionis Pharmaceuticals Inc

Healthcare
576K
+ 27.51%
$25.51 - $40.0 $14.7M - $23M
2.67M $105M
MP
Mp Materials Corp.

Basic Materials
1.09M
+ 202.8%
$18.77 - $37.74 $20.4M - $41.1M
1.62M $54M
WFC
Wells Fargo & Company

Financial Services
474K
+ 167.12%
$60.98 - $80.12 $28.9M - $38M
758K $60.7M
MA
Mastercard Inc

Financial Services
42.2K
+ 3.72%
$479.92 - $590.74 $20.3M - $24.9M
1.18M $661M
ADBE
Adobe Inc.

Technology
87.4K
+ 6.32%
$340.0 - $420.68 $29.7M - $36.8M
1.47M $569M
BDX
Becton Dickinson & CO

Healthcare
229K
+ 548.8%
$165.15 - $226.42 $37.9M - $51.9M
271K $46.7M
NEE
Nextera Energy Inc

Utilities
538K
+ 206.41%
$64.11 - $75.0 $34.5M - $40.4M
799K $55.5M
MSCI
Msci Inc.

Financial Services
47.6K
+ 6.24%
$506.56 - $576.74 $24.1M - $27.5M
810K $467M
C
Citigroup Inc

Financial Services
413K
+ 4306.25%
$58.13 - $85.12 $24M - $35.2M
423K $36M
RACE
Ferrari N.V.

Consumer Cyclical
45.2K
+ 22.55%
$397.86 - $499.02 $18M - $22.6M
246K $121M
BCE
Bce Inc

Communication Services
1.57M
+ 303.57%
$20.87 - $22.95 $32.8M - $36.1M
2.09M $46.4M
NTNX
Nutanix, Inc.

Technology
390K
+ 64.03%
$58.17 - $83.07 $22.7M - $32.4M
1M $76.4M
ONON
On Holding Ag

Consumer Cyclical
585K
+ 141.44%
$37.65 - $60.68 $22M - $35.5M
999K $52M
AER
Aer Cap Holdings N.V.

Industrials
152K
+ 14.49%
$88.97 - $117.24 $13.5M - $17.8M
1.2M $141M
JNPR
Juniper Networks Inc

Technology
251K
+ 4.25%
$33.93 - $39.93 $8.5M - $10M
6.14M $245M
IQV
Iqvia Holdings Inc.

Healthcare
298K
+ 36.86%
$137.0 - $174.37 $40.9M - $52M
1.11M $174M
GWRE
Guidewire Software, Inc.

Technology
129K
+ 688.77%
$172.73 - $257.37 $22.2M - $33.1M
148K $34.7M
DELL
Dell Technologies Inc.

Technology
245K
+ 921.43%
$71.63 - $125.98 $17.6M - $30.9M
272K $33.3M
CAR
Avis Budget Group, Inc.

Industrials
135K
+ 167.2%
$62.86 - $179.3 $8.46M - $24.1M
215K $36.4M
HEI
Heico Corp

Industrials
9.5K
+ 2.25%
$236.44 - $328.0 $2.25M - $3.12M
431K $142M
NU
Nu Holdings Ltd.

Financial Services
2.07M
+ 6684.19%
$9.6 - $13.72 $19.9M - $28.4M
2.1M $28.9M
CNI
Canadian National Railway CO

Industrials
253K
+ 95.09%
$92.66 - $108.13 $23.5M - $27.4M
519K $54M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
161K
+ 178.41%
$144.63 - $179.53 $23.3M - $28.9M
251K $41.4M
EAT
Brinker International, Inc

Consumer Cyclical
86.6K
+ 23.39%
$128.68 - $181.78 $11.1M - $15.7M
457K $82.4M
VLO
Valero Energy Corp

Energy
197K
+ 77.8%
$104.69 - $141.77 $20.7M - $28M
451K $60.6M
JEF
Jefferies Financial Group Inc.

Financial Services
474K
+ 78.98%
$41.06 - $56.09 $19.5M - $26.6M
1.07M $58.7M
BOX
Box Inc

Technology
618K
+ 39.47%
$28.42 - $38.55 $17.6M - $23.8M
2.18M $74.6M
RKT
Rocket Companies, Inc.

Financial Services
1.77M
+ 381.17%
$11.11 - $15.4 $19.7M - $27.2M
2.23M $31.7M
MDB
Mongo Db, Inc.

Technology
96.1K
+ 58.67%
$145.85 - $225.38 $14M - $21.7M
260K $54.6M
EXLS
Exl Service Holdings, Inc.

Technology
602K
+ 184.6%
$41.85 - $48.48 $25.2M - $29.2M
928K $40.6M
BE
Bloom Energy Corp

Industrials
329K
+ 8.13%
$16.32 - $23.92 $5.36M - $7.86M
4.37M $104M
JBHT
Hunt J B Transport Services Inc

Industrials
183K
+ 60.87%
$124.73 - $152.78 $22.8M - $28M
484K $69.5M
NDAQ
Nasdaq, Inc.

Financial Services
1.5K
+ 0.08%
$66.4 - $89.42 $99.6K - $134K
1.81M $162M
BTG
B2 Gold Corp

Basic Materials
1.8M
+ 8.1%
$2.64 - $3.77 $4.76M - $6.8M
24.1M $87M
VRNS
Varonis Systems Inc

Technology
600
+ 0.03%
$37.96 - $50.93 $22.8K - $30.6K
2.27M $115M
ACGL
Arch Capital Group Ltd.

Financial Services
266K
+ 142.67%
$84.99 - $96.82 $22.6M - $25.7M
452K $41.2M
ALL
Allstate Corp

Financial Services
117K
+ 168.71%
$180.53 - $212.64 $21.1M - $24.9M
186K $37.5M
GH
Guardant Health, Inc.

Healthcare
14K
+ 0.59%
$37.05 - $52.04 $519K - $729K
2.38M $124M
PNW
Pinnacle West Capital Corp

Utilities
319K
+ 32.86%
$88.3 - $95.43 $28.1M - $30.4M
1.29M $115M
PCTY
Paylocity Holding Corp

Technology
129K
+ 129.06%
$172.54 - $201.04 $22.2M - $25.9M
229K $41.4M
TER
Teradyne, Inc

Technology
241K
+ 234.34%
$67.96 - $91.05 $16.4M - $22M
344K $31M
ENPH
Enphase Energy, Inc.

Technology
1.31M
+ 98.75%
$34.56 - $62.52 $45.3M - $82M
2.64M $105M
SAND
Sandstorm Gold LTD

Basic Materials
1.75M
+ 62.95%
$6.82 - $9.53 $11.9M - $16.7M
4.53M $42.6M
BLDR
Builders First Source, Inc.

Industrials
186K
+ 1989.81%
$105.63 - $131.12 $19.6M - $24.3M
195K $22.8M
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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