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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 53 of 97  ·  1,931 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 FXZ FIRST TR EXCHANGE-TRADED FD 80,167.0 $6.4M 0.01% +68K +532.9% $79.44 +9.9%
1042 LYFT LYFT INC Technology 435,871.0 $6.4M 0.01% +281K +181.0% $14.61 +19.6%
1043 WFRD WEATHERFORD INTL PLC Energy 78,012.0 $6.4M 0.01% +5K +6.1% $81.50 +11.1%
1044 LITHIUM ARGENTINA AG 6,436,000.0 $6.4M 0.01% +4.6M +257.6% $0.99
1045 DES WISDOMTREE TR 156,000.0 $6.3M 0.01% +26K +19.7% $40.68 +0.4%
1046 VLTO VERALTO CORP Industrials 71,038.0 $6.3M 0.01% +63K +752.6% $88.68 +11.4%
1047 CLDT CHATHAM LODGING TR Real Estate 475,102.0 $6.3M 0.01% +246K +107.6% $13.23 +2.5%
1048 SMP STANDARD MTR PRODS INC Consumer Cyclical 161,162.0 $6.3M 0.01% +5K +2.9% $38.97 -0.9%
1049 PRAXIS PRECISION MEDICINES I 18,758.0 $6.3M 0.01% +1K +6.6% $334.79
1050 UPSTART HLDGS INC 5,500,000.0 $6.3M 0.01% +500K +10.0% $1.14
1051 IMO IMPERIAL OIL LTD Energy 55,800.0 $6.3M 0.01% +16K +39.5% $112.02 +23.2%
1052 ESOA ENERGY SERVICES OF AMER CORP Industrials 323,147.0 $6.2M 0.01% +74K +29.9% $19.34 -38.9%
1053 RUN PUT SUNRUN INC Energy 466,500.0 $6.2M 0.01% +9K +2.0% $13.38 -31.5%
1054 PLBC PLUMAS BANCORP Financial Services 106,659.0 $6.2M 0.01% +96K +918.0% $58.44 +5.2%
1055 ORLA ORLA MNG LTD NEW Basic Materials 636,597.0 $6.2M 0.01% +202K +46.4% $9.79 -3.6%
1056 ARTNA ARTESIAN RES CORP Utilities 183,038.0 $6.2M 0.01% +16K +9.3% $33.99 +4.5%
1057 KNOP KNOT OFFSHORE PARTNERS LP Industrials 620,395.0 $6.2M 0.00% +30K +5.1% $9.98 +7.0%
1058 UMAC UNUSUAL MACHS INC Financial Services 277,054.0 $6.2M 0.00% +28K +11.3% $22.30 +23.0%
1059 SONO SONOS INC Technology 456,146.0 $6.2M 0.00% +12K +2.7% $13.53 +17.0%
1060 DDOG CALL DATADOG INC Technology 23,700.0 $6.2M 0.00% +16K +196.2% $260.36 -9.5%
Page 53 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%