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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 50 of 103  ·  2,043 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 JNJ PUT JOHNSON & JOHNSON Healthcare 45,700.0 $11.2M 0.01% +18K +68.0% $244.44 -5.2%
982 XERS XERIS BIOPHARMA HOLDINGS INC Healthcare 1,924,202.0 $11.2M 0.01% +192K +11.1% $5.80 +7.4%
983 AI C3 AI INC Technology 1,319,920.0 $11.1M 0.01% +270K +25.7% $8.42 +10.8%
984 PAYO PAYONEER GLOBAL INC Technology 2,299,815.0 $11.1M 0.01% +644K +38.9% $4.83 +3.5%
985 M MACYS INC Consumer Cyclical 611,830.0 $11.1M 0.01% +485K +380.9% $18.09 +14.0%
986 CPF CENTRAL PAC FINL CORP Financial Services 345,744.0 $11.0M 0.01% +162K +88.2% $31.96 +8.9%
987 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 366,791.0 $11.0M 0.01% +139K +61.0% $30.12 +13.9%
988 DDD 3D SYS CORP DEL Technology 5,857,606.0 $11.0M 0.01% +3.3M +133.2% $1.88 +59.0%
989 ITIC INVESTORS TITLE CO NC Financial Services 50,648.0 $11.0M 0.01% +19K +60.6% $217.34 +12.3%
990 TSM PUT TAIWAN SEMICONDUCTOR MANUFAC Technology 32,500.0 $11.0M 0.01% +22K +225.0% $337.95 +18.8%
991 PFS PROVIDENT FINL SVCS INC Financial Services 519,027.0 $11.0M 0.01% +275K +112.5% $21.16 +4.7%
992 RIGL RIGEL PHARMACEUTICALS INC Healthcare 405,807.0 $11.0M 0.01% +135K +49.6% $27.04 +6.6%
993 UVSP UNIVEST FINANCIAL CORPORATIO Financial Services 319,803.0 $11.0M 0.01% +180K +128.4% $34.26 +13.8%
994 HIMALAYA SHIPPING LTD 822,678.0 $10.9M 0.01% +809K +5854.5% $13.30
995 PFE CALL PFIZER INC Healthcare 389,000.0 $10.9M 0.01% +354K +1021.0% $28.08 -7.6%
996 DAC DANAOS CORPORATION Industrials 96,827.0 $10.9M 0.01% +3K +3.1% $112.64 +17.8%
997 ORRF ORRSTOWN FINL SVCS INC Financial Services 300,970.0 $10.9M 0.01% +16K +5.8% $36.08 +1.9%
998 PINE ALPINE INCOME PPTY TR INC Real Estate 602,470.0 $10.8M 0.01% +452K +299.9% $18.00 +6.2%
999 NWBI NORTHWEST BANCSHARES INC Financial Services 852,927.0 $10.8M 0.01% +475K +125.9% $12.69 +10.1%
1000 CNOB CONNECTONE BANCORP INC Financial Services 401,238.0 $10.7M 0.01% +158K +64.9% $26.77 +11.2%
Page 50 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%