Two Sigma Advisers, Lp Top Holdings and 13F Report (2024) About Two Sigma Advisers, LpInvestment ActivityTwo Sigma Advisers, Lp has $42.69 billion in total holdings as of September 30, 2024.Two Sigma Advisers, Lp owns shares of 2,260 different stocks, but just 220 companies or ETFs make up 80% of its holdings.Approximately 22.09% of the portfolio was purchased this quarter.About 32.87% of the portfolio was sold this quarter.This quarter, Two Sigma Advisers, Lp has purchased 2,414 new stocks and bought additional shares in 691 stocks.Two Sigma Advisers, Lp sold shares of 1,367 stocks and completely divested from 347 stocks this quarter.Largest Holdings Apple $1,288,606,500Microsoft $1,269,471,060NVIDIA $1,054,512,096Alphabet $692,821,790Broadcom $614,852,100 Largest New Holdings this Quarter Amphenol $113,828,004 HoldingCharles Schwab $86,845,076 HoldingVistra $70,752,851 HoldingFive Below $64,981,425 HoldingRaymond James $34,105,110 Holding Largest Purchases this Quarter Broadcom 3,408,554 shares (about $587.98M)Bank of America 10,175,100 shares (about $403.75M)Merck & Co., Inc. 2,610,800 shares (about $296.48M)Wells Fargo & Company 5,237,500 shares (about $295.87M)Cisco Systems 5,223,800 shares (about $278.01M) Largest Sales this Quarter Meta Platforms 1,079,700 shares (about $618.06M)Amazon.com 2,996,900 shares (about $558.41M)PayPal 5,018,500 shares (about $391.59M)Netflix 540,300 shares (about $383.22M)Gilead Sciences 3,767,900 shares (about $315.90M) Sector Allocation Over TimeMap of 500 Largest Holdings ofTwo Sigma Advisers, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$1,288,606,500$155,760,500 ▼-10.8%5,530,5003.0%Computer and TechnologyMSFTMicrosoft$1,269,471,060$11,359,920 ▲0.9%2,950,2003.0%Computer and TechnologyNVDANVIDIA$1,054,512,096$135,004,848 ▼-11.3%8,683,4002.5%Computer and TechnologyGOOGLAlphabet$692,821,790$254,961,205 ▲58.2%4,177,4001.6%Computer and TechnologyAVGOBroadcom$614,852,100$587,975,565 ▲2,187.7%3,564,3601.4%Computer and TechnologyVVisa$558,560,925$20,538,765 ▼-3.5%2,031,5001.3%Business ServicesDOORDASH INC$494,716,453$36,053,598 ▲7.9%3,466,1001.2%CL ABMYBristol-Myers Squibb$494,142,870$93,318,264 ▼-15.9%9,550,5001.2%MedicalLMTLockheed Martin$493,427,096$6,722,440 ▼-1.3%844,1001.2%AerospaceCMECME Group$492,071,565$52,470,570 ▲11.9%2,230,1001.2%FinancePFEPfizer$490,608,244$23,415,354 ▼-4.6%16,952,6001.1%MedicalFTNTFortinet$489,326,541$52,059,315 ▼-9.6%6,309,8201.1%Computer and TechnologyNKENIKE$488,745,920$39,444,080 ▲8.8%5,528,8001.1%Consumer DiscretionaryMRKMerck & Co., Inc.$484,231,196$296,482,448 ▲157.9%4,264,1001.1%MedicalLLYEli Lilly and Company$474,863,840$191,274,446 ▼-28.7%536,0001.1%MedicalMUMicron Technology$474,286,572$92,685,627 ▲24.3%4,573,2001.1%Computer and TechnologySNOWSnowflake$464,401,952$101,272,062 ▲27.9%4,043,2001.1%Computer and TechnologyABTAbbott Laboratories$445,573,882$85,393,490 ▼-16.1%3,908,2001.0%MedicalMAMastercard$438,494,400$133,819,800 ▼-23.4%888,0001.0%Business ServicesBACBank of America$405,049,472$403,747,968 ▲31,021.6%10,207,9000.9%FinanceNOCNorthrop Grumman$388,448,292$196,706,075 ▲102.6%735,6000.9%AerospaceAMZNAmazon.com$373,427,680$558,412,378 ▼-59.9%2,004,1200.9%Retail/WholesaleTGTTarget$369,294,684$234,132,892 ▲173.2%2,369,4000.9%Retail/WholesaleCORCencora$368,771,072$65,858,408 ▲21.7%1,638,4000.9%MedicalCSCOCisco Systems$362,907,180$278,010,636 ▲327.5%6,819,0000.9%Computer and TechnologySPOTSpotify Technology$361,159,400$57,601,239 ▲19.0%980,0000.8%Business ServicesPGRProgressive$357,598,592$28,598,752 ▼-7.4%1,409,2000.8%FinanceQCOMQUALCOMM$350,626,095$234,754,025 ▲202.6%2,061,9000.8%Computer and TechnologyCVNACarvana$339,520,594$77,792,348 ▼-18.6%1,950,0350.8%Retail/WholesaleWFCWells Fargo & Company$336,375,354$295,866,375 ▲730.4%5,954,6000.8%FinanceHUMHumana$330,543,529$7,760,130 ▲2.4%1,043,5800.8%MedicalTMOThermo Fisher Scientific$317,944,980$83,692,521 ▲35.7%514,0000.7%MedicalCRWDCrowdStrike$300,411,417$58,001,196 ▼-16.2%1,071,1000.7%Computer and TechnologyELEstée Lauder Companies$292,510,398$130,683,621 ▲80.8%2,934,2000.7%Consumer StaplesCOSTCostco Wholesale$288,384,956$260,814,184 ▼-47.5%325,3000.7%Retail/WholesaleUPSUnited Parcel Service$282,782,794$252,488,046 ▲833.4%2,074,1000.7%TransportationICEIntercontinental Exchange$282,148,096$209,024,768 ▲285.9%1,756,4000.7%FinanceMSCIMSCI$281,730,069$8,510,778 ▲3.1%483,3000.7%FinanceLRCXLam Research$279,017,752$190,554,680 ▲215.4%341,9000.7%Computer and TechnologyUBERUber Technologies$276,017,584$256,521,080 ▼-48.2%3,672,4000.6%Computer and TechnologyCAVACAVA Group$273,819,965$39,854,930 ▲17.0%2,210,9000.6%Retail/WholesaleSHWSherwin-Williams$265,069,815$131,676,150 ▼-33.2%694,5000.6%Basic MaterialsRBLXRoblox$259,576,048$64,305,354 ▲32.9%5,864,8000.6%Consumer DiscretionaryGDGeneral Dynamics$259,468,920$139,918,600 ▲117.0%858,6000.6%AerospaceAMGNAmgen$252,902,629$21,910,280 ▲9.5%784,9000.6%MedicalJDJD.com$252,268,000$193,588,000 ▲329.9%6,306,7000.6%Retail/WholesaleHOODRobinhood Markets$249,350,398$91,438,706 ▼-26.8%10,646,9000.6%FinanceCCitigroup$226,117,460$148,274,360 ▼-39.6%3,612,1000.5%FinanceGILDGilead Sciences$208,577,152$315,900,736 ▼-60.2%2,487,8000.5%MedicalFCXFreeport-McMoRan$199,420,416$70,327,296 ▼-26.1%3,994,8000.5%Basic MaterialsNDAQNasdaq$198,287,859$35,745,696 ▲22.0%2,715,9000.5%FinanceCAGConagra Brands$197,624,040$101,891,664 ▲106.4%6,077,0000.5%Consumer StaplesAPPLOVIN CORP$191,388,128$246,400,070 ▼-56.3%1,466,0140.4%COM CL AMELIMercadoLibre$188,164,732$33,036,556 ▲21.3%91,7000.4%Retail/WholesalePMPhilip Morris International$185,729,739$23,320,940 ▲14.4%1,529,8990.4%Consumer StaplesWDCWestern Digital$180,203,652$72,175,701 ▼-28.6%2,638,8000.4%Computer and TechnologyKLACKLA$176,720,362$175,094,101 ▲10,766.7%228,2000.4%Computer and TechnologyWINGWingstop$174,095,361$29,666,504 ▲20.5%418,4180.4%Retail/WholesaleNTNXNutanix$166,729,619$41,212,345 ▲32.8%2,814,0020.4%Computer and TechnologyVRSKVerisk Analytics$164,750,115$52,439,772 ▲46.7%614,8310.4%Business ServicesMETAMeta Platforms$164,118,548$618,063,468 ▼-79.0%286,7000.4%Computer and TechnologyNUNU$164,111,220$57,324,540 ▼-25.9%12,022,8000.4%FinanceCHENIERE ENERGY INC$160,884,864$123,309,454 ▲328.2%894,6000.4%COM NEWTEAMAtlassian$159,381,716$87,583,715 ▲122.0%1,003,6000.4%Computer and TechnologyWABWestinghouse Air Brake Technologies$156,922,041$2,962,851 ▼-1.9%863,3000.4%TransportationMNDYmonday.com$150,079,131$4,249,881 ▲2.9%540,3000.4%Computer and TechnologyWDAYWorkday$150,018,858$137,456,184 ▲1,094.2%613,8000.4%Computer and TechnologyQQQInvesco QQQ$148,217,098$17,180,064 ▼-10.4%303,6800.3%FinanceIVViShares Core S&P 500 ETF$148,127,376$21,976,842 ▼-12.9%256,8000.3%ETFSPYSPDR S&P 500 ETF Trust$148,117,292$24,127,182 ▼-14.0%258,1520.3%FinanceXLVHealth Care Select Sector SPDR Fund$147,967,014$22,948,980 ▼-13.4%960,7000.3%ETFXLKTechnology Select Sector SPDR Fund$141,957,888$18,354,288 ▲14.8%628,8000.3%ETFFTAIFTAI Aviation$139,358,940$12,652,080 ▲10.0%1,048,6000.3%AerospaceNRGNRG Energy$132,919,455$135,820,990 ▼-50.5%1,459,0500.3%UtilitiesCVSCVS Health$132,092,016$62,068,848 ▲88.6%2,100,7000.3%Retail/WholesaleCBOECboe Global Markets$130,584,138$6,105,126 ▼-4.5%637,4000.3%Financial ServicesDDDuPont de Nemours$126,170,849$41,115,354 ▲48.3%1,415,9000.3%Basic MaterialsZSZscaler$125,281,926$149,230,620 ▼-54.4%732,9000.3%Computer and TechnologyHESHess$121,853,204$35,267,260 ▼-22.4%897,2990.3%Oils/EnergyFNVFranco-Nevada$119,068,775$44,717,575 ▲60.1%958,3000.3%Basic MaterialsCAHCardinal Health$118,196,940$38,279,928 ▲47.9%1,069,4620.3%MedicalAPHAmphenol$113,828,004$113,828,004 ▲New Holding1,746,9000.3%Computer and TechnologyINTUIntuit$112,897,800$33,534,000 ▲42.3%181,8000.3%Computer and TechnologyROSTRoss Stores$111,723,573$49,743,555 ▲80.3%742,3000.3%Retail/WholesaleILMNIllumina$111,591,837$11,697,777 ▼-9.5%855,7000.3%MedicalRSGRepublic Services$111,365,780$70,012,824 ▲169.3%554,5000.3%Business ServicesBDXBecton, Dickinson and Company$110,881,890$50,896,210 ▲84.8%459,9000.3%MedicalLULULululemon Athletica$106,233,525$18,804,555 ▲21.5%391,5000.2%Consumer DiscretionaryWCNWaste Connections$105,727,325$70,412,700 ▲199.4%591,2500.2%Business ServicesZMZoom Video Communications$101,032,338$8,982,512 ▲9.8%1,448,7000.2%Computer and TechnologyDOCUDocuSign$99,921,437$50,199,765 ▼-33.4%1,609,3000.2%Computer and TechnologyHEIHEICO$94,885,339$3,425,388 ▲3.7%362,8780.2%AerospaceKDPKeurig Dr Pepper$93,696,252$71,912,876 ▼-43.4%2,499,9000.2%Consumer StaplesODFLOld Dominion Freight Line$89,149,632$96,578,768 ▼-52.0%448,8000.2%TransportationADMAADMA Biologics$89,043,456$4,001,998 ▼-4.3%4,454,4000.2%MedicalIEXIDEX$88,652,850$5,341,050 ▼-5.7%413,3000.2%Industrial ProductsMOSMosaic$87,816,976$25,374,050 ▲40.6%3,279,2000.2%Basic MaterialsSCHWCharles Schwab$86,845,076$86,845,076 ▲New Holding1,339,9950.2%FinanceJBLJabil$86,613,124$69,513,383 ▲406.5%722,8000.2%Computer and TechnologyRACEFerrari$86,030,130$17,911,191 ▼-17.2%183,0000.2%Auto/Tires/TrucksShowing largest 100 holdings. 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