KUJIRA WATCH / トゥー・シグマ・インベストメンツ（Two Sigma Investments, LP）
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Two Sigma Investments, LP

トゥー・シグマ・インベストメンツ
13F報告額 $138.1B
FIG. 01 — 上位保有銘柄（2026-06-30 時点）
WESTERN DIGITAL CORP1.1%$1.5B
AMZNAMAZON COM INC1.0%$1.4B
NVDANVIDIA CORPORATION0.9%$1.3B
AAPLAPPLE INC0.9%$1.2B
TSLATESLA INC0.9%$1.2B
BRK/BBERKSHIRE HATHAWAY INC DEL0.8%$1.1B
JPMJPMORGAN CHASE & CO0.7%$968.1M
MAMASTERCARD INCORPORATED0.7%$945.6M
COSTCOSTCO WHOLESALE CORPORATION0.7%$941.3M
ASML HLDG NV0.7%$918.1M
AMDADVANCED MICRO DEVICES INC0.6%$880.3M
CCITIGROUP INC0.6%$831.1M
増加・新規
NXP SEMICONDUCTORS N VNEW
CMCSACOMCAST CORP NEWNEW
SUPER MICRO COMPUTER INCNEW
SPCXSPACE EXPLORATION TECHN CORPNEW
ALPHABET INCNEW
ICEINTERCONTINENTAL EXCHANGE INNEW
FTVFORTIVE CORPNEW
INTUINTUITNEW
XLESELECT SECTOR SPDR TRNEW
GAMESTOP CORPNEW
減少・売却
CHTRCHARTER COMMUNICATIONS INCEXITED
JAZZ INVESTMENTS I LTDEXITED
VENTAS RLTY LTD PARTNERSHIPEXITED
CENTERPOINT ENERGY INCEXITED
BLOOM ENERGY CORPEXITED
XLRESELECT SECTOR SPDR TREXITED
IYRISHARES TREXITED
HONEYWELL INTL INCEXITED
XLKSELECT SECTOR SPDR TREXITED
IBNICICI BANK LIMITEDEXITED