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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 51 of 97  ·  1,931 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 CROX CROCS INC Consumer Cyclical 58,867.0 $7.1M 0.01% +3K +4.7% $120.64 +1.2%
1002 ASTE ASTEC INDS INC Industrials 115,858.0 $7.1M 0.01% +35K +43.7% $61.19 -28.8%
1003 SGML SIGMA LITHIUM CORPORATION Basic Materials 559,511.0 $7.1M 0.01% +421K +303.9% $12.65 -5.4%
1004 ASM AVINO SILVER & GOLD MINES LT Basic Materials 1,115,440.0 $7.1M 0.01% +252K +29.2% $6.34 +16.7%
1005 CORPAY INC 21,200.0 $7.1M 0.01% +3K +16.4% $333.27
1006 BWFG BANKWELL FINL GROUP INC Financial Services 118,419.0 $7.0M 0.01% +33K +39.2% $58.75 +12.9%
1007 BHRB BURKE HERBERT FINL SVCS CORP Financial Services 96,630.0 $6.9M 0.01% +49K +104.4% $71.86 -0.4%
1008 SD SANDRIDGE ENERGY INC Energy 504,494.0 $6.9M 0.01% +10K +2.0% $13.70 +4.8%
1009 JOYY JOYY INC Communication Services 104,552.0 $6.9M 0.01% +85K +438.9% $65.99 +11.5%
1010 EVH EVOLENT HEALTH INC Healthcare 1,263,653.0 $6.8M 0.01% +392K +45.0% $5.42 -12.5%
1011 NABL N-ABLE INC Technology 1,863,171.0 $6.8M 0.01% +740K +65.9% $3.67 -1.1%
1012 LWLG LIGHTWAVE LOGIC INC Basic Materials 721,828.0 $6.8M 0.01% +568K +367.8% $9.46 -34.6%
1013 CBL CBL & ASSOC PPTYS INC Real Estate 128,316.0 $6.8M 0.01% +84K +188.0% $53.09 +4.2%
1014 LWAY LIFEWAY FOODS INC Consumer Defensive 228,136.0 $6.8M 0.01% +109K +90.7% $29.84 -13.1%
1015 AES AES CORP Utilities 463,400.0 $6.8M 0.01% +397K +597.8% $14.66 +0.8%
1016 KPTI KARYOPHARM THERAPEUTICS INC Healthcare 695,264.0 $6.8M 0.01% +544K +359.7% $9.77 -79.9%
1017 BKSY BLACKSKY TECHNOLOGY INC Technology 243,270.0 $6.8M 0.01% +195K +404.5% $27.92 -0.6%
1018 GSIT GSI TECHNOLOGY INC Technology 875,894.0 $6.8M 0.01% +346K +65.2% $7.73 -22.5%
1019 SUTRO BIOPHARMA INC 201,688.0 $6.7M 0.01% +137K +209.4% $33.20
1020 SPIRE GLOBAL INC 357,839.0 $6.7M 0.01% +256K +251.2% $18.60
Page 51 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%