Two Sigma Investments LP

Ticker	Shares	Value	% of portfolio	QoQ
NVDA	11,234,245	$1.96B	16.7%	Add+832%
AAPL	5,944,443	$1.51B	12.9%	Add+567%
AMZN	6,335,167	$1.32B	11.3%	Add+452%
TSLA	2,912,899	$1.08B	9.2%	Add+413%
PLTR	6,430,502	$940.65M	8.0%	Add+311%
MSFT	1,380,837	$511.14M	4.4%	Add+157%
SCHW	5,360,299	$503.76M	4.3%	Add+108%
DELL	3,033,333	$497.86M	4.2%	Add+106%
META	783,225	$448.11M	3.8%	Add+8507%
IONS	5,857,629	$439.85M	3.8%	Add+120%
ABNB	3,458,771	$436.77M	3.7%	Add+81%
ON	4,453,815	$275.78M	2.4%	Add+12%
BBIO	3,120,631	$231.74M	2.0%	Add+60%
KMX	5,347,097	$222.33M	1.9%	Add+80%
F	15,536,460	$179.29M	1.5%	Add+4%
MORN	859,459	$145.29M	1.2%	Add+125%
A	677,347	$77.20M	0.7%	Add+155%
INGR	624,498	$70.36M	0.6%	Add+136%
AHR	1,275,554	$60.16M	0.5%	Add+187%
AROC	1,585,729	$55.18M	0.5%	Add+116%
WWD	145,162	$51.96M	0.4%	Add+22%
AFG	323,520	$41.32M	0.4%	New
INSM	237,017	$38.76M	0.3%	Trim-75%
APLD	1,592,602	$37.81M	0.3%	Add+402%
TTMI	373,861	$36.42M	0.3%	Add+12130%
TEM	799,398	$36.15M	0.3%	Trim-50%
WDAY	254,648	$33.08M	0.3%	Add+1961%
SIMO	274,577	$30.83M	0.3%	Trim-28%
AZZ	226,654	$28.36M	0.2%	New
KO	304,394	$23.15M	0.2%	Add+230%
KYMR	256,501	$21.36M	0.2%	Trim-3%
NOMD	2,104,075	$20.22M	0.2%	Add+129%
PB	293,262	$19.70M	0.2%	Add+200%
ARVN	1,832,114	$19.42M	0.2%	Add+85%
BBT	628,705	$18.86M	0.2%	Add+11%
CAVA	203,442	$16.46M	0.1%	Add+96%
KSS	1,243,970	$16.05M	0.1%	Add+158%
ASIX	612,694	$14.95M	0.1%	Add+51%
HNGE	383,879	$14.80M	0.1%	Add+330%
DDOG	123,643	$14.60M	0.1%	Trim-82%
CSGP	303,004	$12.22M	0.1%	New
GFI	257,509	$11.69M	0.1%	Add+150%
PK	1,094,649	$11.53M	0.1%	Add+239%
RIGL	405,807	$10.97M	0.1%	Add+50%
CMRE	588,679	$9.95M	0.1%	New
ILMN	73,717	$9.09M	0.1%	Add+36%
MRVL	89,400	$8.86M	0.1%	Add+6%
GPCR	181,415	$8.74M	0.1%	Add+90%
PACS	260,514	$8.37M	0.1%	Trim-13%
NYSE: KRC	278,324	$7.85M	0.1%	New
COIN	44,770	$7.82M	0.1%	New
IAUX	4,930,270	$7.49M	0.1%	Add+15%
COR	23,050	$7.24M	0.1%	Trim-60%
ATAI	1,975,552	$6.99M	0.1%	New
AXP	23,049	$6.97M	0.1%	New
RNR	20,593	$6.12M	0.1%	Trim-63%
BBY	92,165	$5.92M	0.1%	Trim-46%
RAAQ	543,750	$5.71M	0.0%	Hold
RIOT	396,129	$4.90M	0.0%	Hold
SYNA	65,470	$4.59M	0.0%	Trim-49%
WY	186,520	$4.56M	0.0%	New
LILA	499,156	$4.40M	0.0%	Add+264%
OEC	622,788	$4.05M	0.0%	Add+73%
SMTC	48,909	$3.76M	0.0%	Trim-77%
PHVS	126,076	$3.56M	0.0%	Trim-41%
TSHA	742,081	$3.32M	0.0%	Add+111%
NLOP	284,522	$3.28M	0.0%	Add+306%
PANW	20,222	$3.24M	0.0%	Add+193%
URGN	177,901	$3.20M	0.0%	Trim-26%
ABCB	35,210	$2.75M	0.0%	Add+6%
ATI	17,775	$2.59M	0.0%	Add+804%
GME	103,470	$2.38M	0.0%	New
SPRO	885,631	$2.07M	0.0%	Add+138%
VICR	11,752	$1.89M	0.0%	Add+176%
OOMA	128,839	$1.87M	0.0%	Trim-21%
KRRO	165,472	$1.87M	0.0%	Add+110%
PTCT	27,110	$1.85M	0.0%	Add+12%
MOV	68,603	$1.68M	0.0%	Trim-30%
FULC	139,000	$1.07M	0.0%	New
BYND	1,496,748	$1.05M	0.0%	Hold
CAPR	30,932	$940.3K	0.0%	Trim-44%
HLIO	12,437	$804.8K	0.0%	New
CTRN	14,940	$647.2K	0.0%	Trim-4%
OCC	70,669	$583.0K	0.0%	Add+41%
TGLS	12,880	$573.8K	0.0%	Trim-70%
ORN	51,958	$566.3K	0.0%	Add+237%
CADL	93,500	$458.1K	0.0%	Trim-6%
OPBK	30,779	$409.4K	0.0%	Trim-52%
EFC	32,700	$387.5K	0.0%	Trim-79%
RYTM	4,300	$374.0K	0.0%	New
OMDA	28,900	$363.3K	0.0%	Trim-53%
AYTU	121,973	$333.0K	0.0%	Add+14%
MPLT	14,098	$286.6K	0.0%	New
ELA	16,845	$280.6K	0.0%	New
SSTI	31,889	$211.1K	0.0%	Add+35%
XOS	110,039	$179.4K	0.0%	Add+28%
LONA	13,276	$136.5K	0.0%	New
BTGO	15,705	$129.3K	0.0%	New
CXDO	19,958	$123.1K	0.0%	Trim-66%
CTKB	25,600	$111.9K	0.0%	Trim-15%
SOPH	10,198	$50.5K	0.0%	New
AEI	21,974	$40.4K	0.0%	Trim-31%
PLX	18,129	$39.3K	0.0%	New
NFE	35,262	$20.8K	0.0%	Trim-94%
ASPI	0	—	—	Exit
UPXI	0	—	—	Exit
LPAA	0	—	—	Exit
CAPN	0	—	—	Exit
HHH	0	—	—	Exit
INTU	0	—	—	Exit
TLPH	0	—	—	Exit
CRSR	0	—	—	Exit
BCDA	0	—	—	Exit
MSTR	0	—	—	Exit
PI	0	—	—	Exit

13F-HR holdings are reported quarterly with up to a 45-day delay and cover long US equity positions only. Not financial advice.