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Portfolio (Quarterly) Guide ↗

TWO SIGMA INVESTMENTS, LP

· CIK 0001179392
13F Portfolio $123.9B AUM 4,546 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1074 New 2043 Added 1209 Reduced 569 Exited
Page 100 of 103  ·  2,043 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1981 KRO KRONOS WORLDWIDE INC Basic Materials 51,116.0 $336K +15K +40.0% $6.57 +11.3%
1982 ACTINIUM PHARMACEUTICALS INC 337,168.0 $336K +127K +60.8% $1.00
1983 AYTU BIOPHARMA INC 121,973.0 $333K +15K +13.8% $2.73
1984 SIXS EXCHANGE TRADED CONCEPTS TRU 6,400.0 $332K +2K +42.2% $51.95 +2.3%
1985 ALLT ALLOT LTD Technology 49,892.0 $332K +11K +27.9% $6.66 +7.1%
1986 RDVT RED VIOLET INC Technology 9,382.0 $325K +5K +135.6% $34.60 +31.2%
1987 GPRO GOPRO INC Technology 412,803.0 $318K +41K +11.0% $0.77 +44.2%
1988 GLUE MONTE ROSA THERAPEUTICS INC Healthcare 19,300.0 $317K +5K +37.9% $16.45 +13.6%
1989 REIT ALPS ETF TR 11,500.0 $314K +2K +19.8% $27.35 +6.9%
1990 MCN XAI MADISON EQUITY PREMIUM I Financial Services 51,709.0 $301K +36K +232.1% $5.83 -0.7%
1991 VIRC VIRCO MFG CO Consumer Cyclical 49,136.0 $301K +28K +136.0% $6.12 -1.5%
1992 DDL DINGDONG CAYMAN LTD Consumer Defensive 113,798.0 $292K +29K +33.7% $2.57 -3.1%
1993 FTEK FUEL TECH INC Industrials 238,079.0 $290K +112K +88.7% $1.22 +20.9%
1994 DH DEFINITIVE HEALTHCARE CORP Healthcare 233,581.0 $287K +96K +69.5% $1.23 -34.3%
1995 NGNE NEUROGENE INC Healthcare 13,891.0 $280K +2K +15.8% $20.16 +55.1%
1996 KKR CALL KKR & CO INC Financial Services 3,000.0 $278K +1K +50.0% $92.50 +7.6%
1997 UPLD UPLAND SOFTWARE INC Technology 412,114.0 $274K +125K +43.6% $0.67 +9.1%
1998 VIOT VIOMI TECHNOLOGY CO LTD Consumer Cyclical 242,168.0 $269K +95K +64.7% $1.11 -11.5%
1999 VISTAGEN THERAPEUTICS INC 469,619.0 $268K +274K +140.1% $0.57
2000 UEIC UNIVERSAL ELECTRS INC Technology 64,100.0 $264K +41K +180.5% $4.12 -2.4%
Page 100 of 103  ·  2,043 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 21.8%
Financial Services 15.2%
Healthcare 13.2%
Industrials 13.1%
Consumer Cyclical 11.6%
Energy 5.2%
Basic Materials 5.1%
Consumer Defensive 4.6%
Communication Services 4.0%
Real Estate 3.7%