David A. Siegel Incresed Positions in Q3 2025

Two Sigma Advisers, LP

  • $47 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
120K
+ 34.7%
$264.74 - $369.57 $31.8M - $44.5M
467K $154M
TSN
Tyson Foods, Inc.

Consumer Defensive
1.04M
+ 693.02%
$52.3 - $57.69 $54.5M - $60.1M
1.19M $64.8M
STT
State Street Corp

Financial Services
451K
+ 141.82%
$102.01 - $117.25 $46M - $52.9M
769K $89.2M
SCHW
Schwab Charles Corp

Financial Services
315K
+ 5.57%
$91.03 - $98.69 $28.6M - $31M
5.96M $569M
ZM
Zoom Video Communications, Inc.

Technology
592K
+ 692.52%
$69.77 - $86.83 $41.3M - $51.4M
678K $55.9M
ALB
Albemarle Corp

Basic Materials
528K
+ 179.59%
$62.9 - $88.1 $33.2M - $46.5M
822K $66.6M
CAG
Conagra Brands Inc.

Consumer Defensive
3.35M
+ 53.34%
$18.04 - $21.14 $60.5M - $70.9M
9.64M $177M
NYT
New York Times CO

Communication Services
794K
+ 70.23%
$51.43 - $61.95 $40.9M - $49.2M
1.93M $111M
AAL
American Airlines Group Inc.

Industrials
4.23M
+ 49.03%
N/A
12.9M $142M
PAYC
Paycom Software, Inc.

Technology
229K
+ 232.69%
$208.14 - $238.8 $47.7M - $54.7M
328K $68.2M
CLH
Clean Harbors Inc

Industrials
184K
+ 345.3%
$225.84 - $250.43 $41.5M - $46M
237K $55M
KEY
Keycorp

Financial Services
2.1M
+ 2895.73%
$17.37 - $19.39 $36.5M - $40.8M
2.17M $40.6M
FISV
Fiserv Inc

Technology
295K
+ 800.3%
N/A
332K $41.5M
UBS
Ubs Group Ag

Financial Services
825K
+ 285.98%
$33.77 - $42.38 $27.9M - $35M
1.11M $45.7M
LOGI
Logitech International S.A.

Technology
230K
+ 43.01%
$89.67 - $113.08 $20.6M - $26M
765K $84M
ON
On Semiconductor Corp

Technology
820K
+ 46.59%
$46.98 - $62.45 $38.5M - $51.2M
2.58M $127M
MOH
Molina Healthcare, Inc.

Healthcare
189K
+ 891.04%
$152.31 - $306.29 $28.8M - $57.9M
210K $40.2M
CIFR
Cipher Mining Inc.

Financial Services
2.45M
+ 766.52%
$4.72 - $14.15 $11.5M - $34.6M
2.76M $34.8M
MBLY
Mobileye Global Inc.
2.78M
+ 166.47%
$13.5 - $19.08 $37.5M - $53M
4.44M $62.7M
TMUS
T Mobile Us, Inc.

Communication Services
127K
+ 6.22%
$226.02 - $259.01 $28.7M - $32.9M
2.17M $519M
HRL
Hormel Foods Corp

Consumer Defensive
1.8M
+ 76.05%
$24.31 - $31.54 $43.7M - $56.7M
4.16M $103M
TOL
Toll Brothers, Inc.

Consumer Cyclical
220K
+ 834.98%
$113.78 - $148.0 $25M - $32.5M
246K $34M
EMN
Eastman Chemical CO

Basic Materials
495K
+ 1215.48%
$58.79 - $81.56 $29.1M - $40.3M
535K $33.8M
HALO
Halozyme Therapeutics, Inc.

Healthcare
325K
+ 113.74%
$52.92 - $78.28 $17.2M - $25.4M
610K $44.7M
AFL
Aflac Inc

Financial Services
257K
+ 643.08%
$98.09 - $111.7 $25.2M - $28.7M
296K $33.1M
TFC
Truist Financial Corp

Financial Services
474K
+ 26.64%
$42.83 - $47.07 $20.3M - $22.3M
2.25M $103M
JEF
Jefferies Financial Group Inc.

Financial Services
221K
+ 20.61%
$54.67 - $70.36 $12.1M - $15.6M
1.29M $84.7M
EL
Estee Lauder Companies Inc

Consumer Defensive
286K
+ 2533.63%
$83.65 - $95.26 $23.9M - $27.3M
298K $26.2M
EXLS
Exl Service Holdings, Inc.

Technology
568K
+ 61.18%
$41.4 - $45.43 $23.5M - $25.8M
1.5M $65.8M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
196K
+ 4892.5%
$122.0 - $138.74 $23.9M - $27.2M
200K $25.3M
DXCM
Dexcom Inc

Healthcare
373K
+ 2724.48%
$66.46 - $89.53 $24.8M - $33.4M
386K $26M
FUTU
Futu Holdings LTD

Financial Services
92.7K
+ 56.66%
$120.32 - $194.74 $11.2M - $18.1M
256K $44.6M
RH
Rh

Consumer Cyclical
105K
+ 78.03%
$187.54 - $251.0 $19.7M - $26.4M
240K $48.7M
GPS
Gap Inc

Consumer Cyclical
1.13M
+ 1921.33%
N/A
1.18M $23.9M
UNM
Unum Group

Financial Services
297K
+ 203.28%
$68.55 - $82.12 $20.4M - $24.4M
443K $34.5M
ADSK
Autodesk, Inc.

Technology
91.1K
+ 448.77%
N/A
111K $27.4M
WSO
Watsco Inc

Industrials
55K
+ 1170.21%
$381.94 - $489.97 $21M - $26.9M
59.7K $24.1M
SEDG
Solaredge Technologies, Inc.

Technology
26.5K
+ 2.18%
$21.86 - $39.45 $579K - $1.05M
1.24M $46M
UWMC
Uwm Holdings Corp

Financial Services
3.3M
+ 637.21%
$3.99 - $6.91 $13.1M - $22.8M
3.81M $23.2M
PFSI
Penny Mac Financial Services, Inc.

Financial Services
169K
+ 5636.67%
$93.14 - $127.13 $15.7M - $21.5M
172K $21.3M
TYL
Tyler Technologies Inc

Technology
42.8K
+ 199.07%
$522.22 - $611.76 $22.4M - $26.2M
64.3K $33.6M
PPC
Pilgrims Pride Corp

Consumer Defensive
477K
+ 1199.25%
$40.22 - $50.41 $19.2M - $24.1M
517K $21.1M
TME
Tencent Music Entertainment Group

Communication Services
800K
+ 780.76%
$19.17 - $26.36 $15.3M - $21.1M
902K $21.1M
RL
Ralph Lauren Corp

Consumer Cyclical
45.5K
+ 37.98%
$272.1 - $320.75 $12.4M - $14.6M
165K $51.8M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
174K
+ 3222.22%
$107.28 - $125.1 $18.7M - $21.8M
179K $19.5M
NTAP
Net App, Inc.

Technology
146K
+ 125.77%
$101.1 - $126.36 $14.8M - $18.5M
263K $31.1M
ADT
Adt Inc.

Industrials
2.09M
+ 104.74%
$8.27 - $8.85 $17.3M - $18.5M
4.09M $35.6M
HEI
Heico Corp

Industrials
63.2K
+ 14.65%
$304.5 - $337.56 $19.2M - $21.3M
495K $160M
WWD
Woodward, Inc.

Industrials
70.6K
+ 349.5%
$237.33 - $266.1 $16.8M - $18.8M
90.8K $22.9M
Activity Summary
Buys All Purchases 1326 New Holdings 401 Increased Positions 925 Sells All Sells 978 Reductions 978 Sold out 0 Options Calls 0 Puts 0
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