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Portfolio (Quarterly) Guide ↗

TWO SIGMA INVESTMENTS, LP

· CIK 0001179392
13F Portfolio $138.1B AUM 5,017 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 Q4 2025 · All 1084 New 1931 Added 1761 Reduced 613 Exited
Page 43 of 97  ·  1,931 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 KOSMOS ENERGY LTD 15,171,000.0 $11.3M 0.01% +10.2M +203.4% $0.75
842 QCRH QCR HLDGS INC Financial Services 116,041.0 $11.3M 0.01% +50K +76.6% $97.35 +4.0%
843 INTC CALL INTEL CORP Technology 80,900.0 $11.3M 0.01% +4K +4.8% $139.63 -35.5%
844 BILI BILIBILI INC Technology 661,945.0 $11.3M 0.01% +335K +102.3% $17.03 +0.2%
845 TDAY USA TODAY CO INC Communication Services 1,318,216.0 $11.3M 0.01% +844K +178.2% $8.55 -24.3%
846 TRN TRINITY INDS INC Industrials 325,683.0 $11.3M 0.01% +23K +7.4% $34.58 -13.9%
847 FCG FIRST TR EXCHANGE-TRADED FD 421,900.0 $11.2M 0.01% +136K +47.8% $26.61 +18.4%
848 VOYG VOYAGER TECHNOLOGIES INC Industrials 347,285.0 $11.2M 0.01% +314K +937.2% $32.25 +19.1%
849 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 5,363.0 $11.2M 0.01% +3K +112.0% $2080.79 +4.9%
850 UAA UNDER ARMOUR INC Consumer Cyclical 1,737,434.0 $11.1M 0.01% +959K +123.3% $6.39 -15.6%
851 LPTH LIGHTPATH TECHNOLOGIES INC Technology 678,151.0 $11.1M 0.01% +561K +479.3% $16.35 -11.8%
852 CVNA CARVANA CO Consumer Cyclical 168,143.0 $11.1M 0.01% +148K +750.8% $65.82 +6.2%
853 CRUS CIRRUS LOGIC INC Technology 74,273.0 $11.0M 0.01% +9K +12.9% $148.53 -22.4%
854 HBM HUDBAY MINERALS INC Basic Materials 467,043.0 $11.0M 0.01% +385K +472.3% $23.61 +27.3%
855 COSO COASTALSOUTH BANCSHARES INC Financial Services 408,489.0 $11.0M 0.01% +308K +308.3% $26.85 +2.0%
856 GPCR STRUCTURE THERAPEUTICS INC Healthcare 204,156.0 $11.0M 0.01% +23K +12.5% $53.67 -8.5%
857 UBER PUT UBER TECHNOLOGIES INC Technology 151,600.0 $10.9M 0.01% +99K +187.7% $72.16 +9.2%
858 GSBC GREAT SOUTHN BANCORP INC Financial Services 137,830.0 $10.8M 0.01% +10K +8.1% $78.41 +0.9%
859 ARKO ARKO CORP Consumer Cyclical 1,340,578.0 $10.8M 0.01% +687K +105.1% $8.03 -40.8%
860 ALMONTY INDS INC 646,584.0 $10.7M 0.01% +33K +5.3% $16.56
Page 43 of 97  ·  1,931 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 23.3%
Financial Services 16.6%
Healthcare 13.9%
Industrials 13.3%
Consumer Cyclical 11.3%
Basic Materials 4.6%
Energy 4.5%
Consumer Defensive 3.8%
Real Estate 3.3%
Communication Services 3.0%