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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 49 of 103  ·  2,043 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 VRTS VIRTUS INVT PARTNERS INC Financial Services 86,553.0 $11.6M 0.01% +19K +28.2% $134.35 +2.7%
962 GAU GALIANO GOLD INC Basic Materials 4,632,012.0 $11.6M 0.01% +3.2M +215.3% $2.51 -11.2%
963 EBF ENNIS INC Industrials 542,163.0 $11.6M 0.01% +247K +83.7% $21.42 -6.4%
964 CCS CENTURY COMMUNITIES INC Consumer Cyclical 202,065.0 $11.6M 0.01% +15K +8.0% $57.38 -8.6%
965 FIX COMFORT SYS USA INC Industrials 8,394.0 $11.6M 0.01% +5K +134.5% $1378.99 +33.0%
966 HIVE HIVE DIGITAL TECHNOLOGIES LT Financial Services 6,090,807.0 $11.6M 0.01% +552K +10.0% $1.90 +102.6%
967 ENVA ENOVA INTL INC Financial Services 85,132.0 $11.6M 0.01% +54K +171.7% $135.83 +18.5%
968 PK PARK HOTELS & RESORTS INC Real Estate 1,094,649.0 $11.5M 0.01% +772K +239.0% $10.53 +8.2%
969 NUVB NUVATION BIO INC Healthcare 2,684,089.0 $11.5M 0.01% +1.9M +264.7% $4.29 +11.7%
970 FXO FIRST TR EXCHANGE-TRADED FD 204,100.0 $11.5M 0.01% +142K +230.3% $56.19 +5.7%
971 ENTG ENTEGRIS INC Technology 97,752.0 $11.5M 0.01% +73K +297.4% $117.24 +12.1%
972 TSM CALL TAIWAN SEMICONDUCTOR MANUFAC Technology 33,900.0 $11.5M 0.01% +24K +239.0% $337.95 +18.8%
973 FSUN FIRSTSUN CAP BANCORP Financial Services 313,844.0 $11.4M 0.01% +113K +56.4% $36.46 -1.3%
974 GAIN GLADSTONE INVT CORP Financial Services 804,263.0 $11.4M 0.01% +614K +322.8% $14.20 +15.8%
975 AGCO AGCO CORP Industrials 98,549.0 $11.4M 0.01% +48K +94.8% $115.87 -3.3%
976 FRSH FRESHWORKS INC Technology 1,421,664.0 $11.4M 0.01% +142K +11.1% $8.03 +13.0%
977 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 680,637.0 $11.4M 0.01% +229K +50.7% $16.70 -0.9%
978 INTERNATIONAL BANCSHARES COR 168,582.0 $11.3M 0.01% +162K +2496.8% $67.29
979 MMI MARCUS & MILLICHAP INC Real Estate 424,337.0 $11.3M 0.01% +211K +98.7% $26.59 +7.3%
980 ANET CALL ARISTA NETWORKS INC Technology 91,500.0 $11.2M 0.01% +56K +154.2% $122.78 +21.0%
Page 49 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%