Two Sigma Investments, Lp ownership in ROST / Ross Stores, Inc.

Ross Stores, Inc.

MX ˙ BMV ˙ US7782961038

Security	MX:ROST / Ross Stores, Inc.
Institution	Two Sigma Investments, Lp
Manager	John Overdeck, David Siegel
Latest Disclosed Ownership	2,812,290 shares
Latest Disclosed Value	$ 609,226,383

On May 15, 2026 - Two Sigma Investments, Lp filed a 13F-HR form disclosing ownership of 2,812,290 shares of Ross Stores, Inc. (MX:ROST) valued at $609,226,383 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 633,223 shares of Ross Stores, Inc.. This represents a change in shares of 344.12% during the quarter.

Two Sigma Investments, Lp has a history of taking positions in derivatives of the underlying security (ROST) in the form of stock options. The firm currently holds call options representing 0 of underlying shares valued at $0 USD and put options representing 0 of underlying shares valued at $0 USD .

Note: prior versions of this page mistakenly stated that the share values represented the number of options, not the number of underlying shares. For more information on the data backing these reports, please see the SEC document Frequently Asked Questions About Form 13F.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Institutional Put/Call Ratios

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In addition to reporting standard equity and debt issues, institutions with more than 100MM assets under management must also disclose their put and call option holdings. Since put options generally indicate negative sentiment, and call options indicate positive sentiment, we can get a sense of the overall institutional sentiment by plotting the ratio of puts to calls. The chart to the right plots the historical put/call ratio for this instrument.

Using Put/Call Ratio as an indicator of investor sentiment overcomes one of the key deficiencies of using total institutional ownership, which is that a significant amount of assets under management are invested passively to track indices. Passively-managed funds do not typically buy options, so the put/call ratio indicator more closely tracks the sentiment of actively-managed funds.

MX:ROST / Ross Stores, Inc. Historical Put/Call Ratio

Disclosed Equity Positions (from 13F/NPORT Filings)

File Date	Effective Date	Form	Security	Class	ID	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-15	2026-03-31	13F	ROSS STORES	COM	778296103	2,812,290	2,179,067	344.12	609,226	434.09	0.4916
2026-02-17	2025-12-31	13F	ROSS STORES	COM	778296103	633,223	633,223		114,069		0.1609
2025-08-14	2025-06-30	13F	ROSS STORES	COM	778296103	0	-46,711	-100.00	0	-100.00
2025-05-15	2025-03-31	13F	ROSS STORES	COM	778296103	46,711	26,114	126.79	5,969	91.62	0.0128
2025-02-14	2024-12-31	13F	ROSS STORES	COM	778296103	20,597	-640,170	-96.88	3,116	-96.87	0.0068
2024-11-14	2024-09-30	13F	ROSS STORES	COM	778296103	660,767	137,344	26.24	99,452	30.75	0.2179
2024-08-14	2024-06-30	13F	ROSS STORES	COM	778296103	523,423	-234,829	-30.97	76,064	-31.65	0.1733
2024-05-15	2024-03-31	13F	ROSS STORES	COM	778296103	758,252	677,199	835.50	111,281	892.16	0.2612
2024-02-14	2023-12-31	13F	ROSS STORES	COM	778296103	81,053	-144,871	-64.12	11,217	-56.05	0.0258
2023-11-14	2023-09-30	13F	ROSS STORES	COM	778296103	225,924	-174,382	-43.56	25,518	-43.15	0.0687
2023-08-14	2023-06-30	13F	ROSS STORES	COM	778296103	400,306	-107,796	-21.22	44,886	-16.76	0.1126
2023-05-15	2023-03-31	13F	ROSS STORES	COM	778296103	508,102	508,102		53,925		0.1541
2023-02-14	2022-12-31	13F	ROSS STORES	COM	778296103	0	-60,907	-100.00	0	-100.00
2022-11-14	2022-09-30	13F	ROSS STORES	COM	778296103	60,907	60,907		5,133		0.0174
2022-02-14	2021-12-31	13F	ROSS STORES	COM	778296103	0	-23,323	-100.00	0	-100.00
2021-11-15	2021-09-30	13F	ROSS STORES	COM	778296103	23,323	-200,800	-89.59	2,539	-90.86	0.0057
2021-08-16	2021-06-30	13F	ROSS STORES	COM	778296103	224,123	224,123		27,791		0.0630
2021-02-16	2020-12-31	13F	ROSS STORES	COM	778296103	0	-355,407	-100.00	0	-100.00
2020-11-16	2020-09-30	13F	ROSS STORES	COM	778296103	355,407	355,407		33,167		0.1177
2020-05-15	2020-03-31	13F	ROSS STORES	COM	778296103	0	-5,830	-100.00	0	-100.00
2020-02-14	2019-12-31	13F	ROSS STORES	COM	778296103	5,830	-42,346	-87.90	679	-87.17	0.0020
2019-11-14	2019-09-30	13F	ROSS STORES	COM	778296103	48,176	48,176	726.35	5,292	679.38	0.0178
2019-08-14	2019-06-30	13F	ROSS STORES	COM	778296103	0	-2,543	-100.00	0	-100.00
2019-05-15	2019-03-31	13F	ROSS STORES	COM	778296103	2,543	2,543		237		0.0008
2019-02-14	2018-12-31	13F	ROSS STORES	COM	778296103	0	-349,393	-100.00	0	-100.00
2018-11-14	2018-09-30	13F	ROSS STORES	COM	778296103	349,393	349,393		34,625		0.0944
2018-08-14	2018-06-30	13F	ROSS STORES	COM	778296103	0	-887,408	-100.00	0	-100.00
2018-05-15	2018-03-31	13F	ROSS STORES	COM	778296103	887,408	887,408		69,200		0.2303
2018-02-14	2017-12-31	13F	ROSS STORES	COM	778296103	0	-621,956	-100.00	0	-100.00
2017-11-14	2017-09-30	13F	ROSS STORES	COM	778296103	621,956	79,979	14.76	40,160	28.36	0.1423
2017-08-14	2017-06-30	13F	ROSS STORES	COM	778296103	541,977	541,977	-12.86	31,288	-22.09	0.1132
2017-05-15	2017-03-31	13F	ROSS STORES	COM	778296103	0	-12,949	-100.00	0	-100.00
2017-02-14	2016-12-31	13F	ROSS STORES	COM	778296103	12,949	-1,011,554	-98.74	849	-98.71	0.0033
2016-11-14	2016-09-30	13F	ROSS STORES	COM	778296103	1,024,503	1,024,503	7,811.83	65,876	7,659.25	0.2388
2016-08-15	2016-06-30	13F	ROSS STORES	COM	778296103	0	-20,412	-100.00	0	-100.00
2016-05-16	2016-03-31	13F	ROSS STORES	COM	778296103	20,412	20,412	0.00	1,182		0.0056
2016-02-16	2015-12-31	13F	ROSS STORES	COM	778296103	0	0		0		0.0000
2015-08-14	2015-06-30	13F	ROSS STORES	COM	778296103	0	-2,000	-100.00	0	-100.00
2016-02-09	2015-03-31	13F/A-1	ROSS STORES	COM	778296103	2,000	-8,406	-80.78	211	-78.49	0.0010
2015-05-15	2015-03-31	13F	ROSS STORES	COM	778296103	2,000			211
2016-02-09	2014-12-31	13F/A-1	ROSS STORES	COM	778296103	10,406	-695,948	-98.53	981	-98.16	0.0056
2015-02-17	2014-12-31	13F	ROSS STORES	COM	778296103	10,406			981
2016-02-09	2014-09-30	13F/A-1	ROSS STORES	COM	778296103	706,354	-275,890	-28.09	53,386	-17.81	0.2510
2014-11-14	2014-09-30	13F	ROSS STORES	COM	778296103	706,354			53,386
2016-02-09	2014-06-30	13F/A-1	ROSS STORES	COM	778296103	982,244	693,081	239.69	64,956	213.96	0.3065
2014-08-14	2014-06-30	13F	ROSS STORES	COM	778296103	982,244			64,956
2014-05-15	2014-03-31	13F	ROSS STORES	COM	778296103	289,163	289,163	-70.56	20,689	-68.15	0.1108
2014-02-14	2013-12-31	13F	ROSS STORES	COM	778296103	0	-351,057	-100.00	0	-100.00
2013-11-14	2013-09-30	13F	ROSS STORES	COM	778296103	351,057	-268,911	-43.37	25,557	-36.39	0.1629
2013-08-14	2013-06-30	13F	ROSS STORES	COM	778296103	619,968	619,968		40,180		0.2808

Disclosed Call Options

File Date	Effective Date	Form	Security	Class	Opt	Shares	ΔShares (%)	Value (x1000)	ΔValue (%)	Cost Basis (x1000)	Profit (x1000)	Return (%)
2026-02-17	2025-12-31	13F	ROSS STORES	COM	Call	0	-100.00	0	-100.00	n/a	n/a	n/a
2025-11-14	2025-09-30	13F	ROSS STORES	COM	Call	2,000		305		n/a	n/a	n/a
2022-05-16	2022-03-31	13F	ROSS STORES	COM	Call	0	-100.00	0	-100.00	n/a	n/a	n/a
2022-02-14	2021-12-31	13F	ROSS STORES	COM	Call	5,000		571		n/a	n/a	n/a
2021-05-17	2021-03-31	13F	ROSS STORES	COM	Call	0	-100.00	0	-100.00	n/a	n/a	n/a
2021-02-16	2020-12-31	13F	ROSS STORES	COM	Call	3,100		381		n/a	n/a	n/a
2020-05-15	2020-03-31	13F	ROSS STORES	COM	Call	0	-100.00	0	-100.00	n/a	n/a	n/a
2020-02-14	2019-12-31	13F	ROSS STORES	COM	Call	5,000	-12.28	582	-7.03	n/a	n/a	n/a
2019-11-14	2019-09-30	13F	ROSS STORES	COM	Call	5,700	14.00	626	7.56	n/a	n/a	n/a
2019-02-14	2018-12-31	13F	ROSS STORES	COM	Call	0	-100.00	0	-100.00	n/a	n/a	n/a
2018-11-14	2018-09-30	13F	ROSS STORES	COM	Call	22,000	-27.87	2,180	-15.67	n/a	n/a	n/a
2018-08-14	2018-06-30	13F	ROSS STORES	COM	Call	30,500	38.64	2,585	18.58	n/a	n/a	n/a
2018-02-14	2017-12-31	13F	ROSS STORES	COM	Call	0	-100.00	0	-100.00	n/a	n/a	n/a
2017-11-14	2017-09-30	13F	ROSS STORES	COM	Call	18,000		1,162		n/a	n/a	n/a
2017-02-14	2016-12-31	13F	ROSS STORES	COM	Call	0	-100.00	0	-100.00	n/a	n/a	n/a
2016-11-14	2016-09-30	13F	ROSS STORES	COM	Call	20,000	48.15	1,286	68.10	n/a	n/a	n/a
2016-08-15	2016-06-30	13F	ROSS STORES	COM	Call	13,500	170.00	765	163.79	n/a	n/a	n/a
2016-05-16	2016-03-31	13F	ROSS STORES	COM	Call	5,000		290		n/a	n/a	n/a

Disclosed Put Options

File Date	Effective Date	Form	Security	Class	Opt	Shares	ΔShares (%)	Value (x1000)	ΔValue (%)	Cost Basis (x1000)	Profit (x1000)	Return (%)
2026-05-15	2026-03-31	13F	ROSS STORES	COM	Put	0	-100.00	0	-100.00	n/a	n/a	n/a
2026-02-17	2025-12-31	13F	ROSS STORES	COM	Put	5,000	150.00	901	196.05	n/a	n/a	n/a
2025-11-14	2025-09-30	13F	ROSS STORES	COM	Put	2,000		305		n/a	n/a	n/a
2022-05-16	2022-03-31	13F	ROSS STORES	COM	Put	0	-100.00	0	-100.00	n/a	n/a	n/a
2022-02-14	2021-12-31	13F	ROSS STORES	COM	Put	5,900		674		n/a	n/a	n/a
2020-05-15	2020-03-31	13F	ROSS STORES	COM	Put	0	-100.00	0	-100.00	n/a	n/a	n/a
2020-02-14	2019-12-31	13F	ROSS STORES	COM	Put	8,900	64.81	1,036	74.70	n/a	n/a	n/a
2019-11-14	2019-09-30	13F	ROSS STORES	COM	Put	5,400	-39.33	593	-42.76	n/a	n/a	n/a
2019-05-15	2019-03-31	13F	ROSS STORES	COM	Put	0	-100.00	0	-100.00	n/a	n/a	n/a
2019-02-14	2018-12-31	13F	ROSS STORES	COM	Put	5,000		416		n/a	n/a	n/a
2018-11-14	2018-09-30	13F	ROSS STORES	COM	Put	0	-100.00	0	-100.00	n/a	n/a	n/a
2018-08-14	2018-06-30	13F	ROSS STORES	COM	Put	30,000	900.00	2,543	986.75	n/a	n/a	n/a
2018-05-15	2018-03-31	13F	ROSS STORES	COM	Put	3,000	-90.00	234	-90.80	n/a	n/a	n/a
2018-02-14	2017-12-31	13F	ROSS STORES	COM	Put	0	-100.00	0	-100.00	n/a	n/a	n/a
2017-11-14	2017-09-30	13F	ROSS STORES	COM	Put	33,000		2,131		n/a	n/a	n/a
2017-08-14	2017-06-30	13F	ROSS STORES	COM	Put	0	-100.00	0	-100.00	n/a	n/a	n/a
2017-05-15	2017-03-31	13F	ROSS STORES	COM	Put	7,000	-61.11	461	-60.97	n/a	n/a	n/a
2017-02-14	2016-12-31	13F	ROSS STORES	COM	Put	18,000	10.43	1,181	12.69	n/a	n/a	n/a
2016-11-14	2016-09-30	13F	ROSS STORES	COM	Put	16,300	16.43	1,048	31.99	n/a	n/a	n/a
2016-08-15	2016-06-30	13F	ROSS STORES	COM	Put	14,000		794		n/a	n/a	n/a

Legend

Shares: The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value: The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price: The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class: This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred

Allocation (%): The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation: The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%): The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis: The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss: This is the market value of the position as of the effective date minus the cost basis.