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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 54 of 103  ·  2,043 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 PUT GAMESTOP CORP 386,800.0 $8.9M 0.01% +318K +461.4% $23.04
1062 LOCO EL POLLO LOCO HLDGS INC Consumer Cyclical 642,108.0 $8.9M 0.01% +438K +213.9% $13.86 +2.0%
1063 ALMONTY INDS INC 613,845.0 $8.9M 0.01% +353K +134.9% $14.48
1064 DIN DINE BRANDS GLOBAL INC Consumer Cyclical 338,027.0 $8.9M 0.01% +164K +94.2% $26.24 +15.5%
1065 MRVL MARVELL TECHNOLOGY INC Technology 89,400.0 $8.9M 0.01% +5K +5.5% $99.05 +92.5%
1066 CYH COMMUNITY HEALTH SYS INC NEW Healthcare 3,000,406.0 $8.8M 0.01% +1.0M +51.2% $2.94 -5.8%
1067 IDT IDT CORP Communication Services 179,497.0 $8.8M 0.01% +97K +117.4% $49.10 +7.3%
1068 CHCT COMMUNITY HEALTHCARE TR INC Real Estate 554,539.0 $8.8M 0.01% +326K +143.0% $15.89 +11.5%
1069 CYD CHINA YUCHAI INTL LTD Industrials 228,798.0 $8.8M 0.01% +167K +271.4% $38.50 +44.6%
1070 AVAH AVEANNA HEALTHCARE HLDGS INC Healthcare 1,367,438.0 $8.8M 0.01% +1.1M +391.4% $6.44 +19.1%
1071 BAND BANDWIDTH INC Technology 493,932.0 $8.8M 0.01% +253K +105.0% $17.82 +228.5%
1072 CRWV COREWEAVE INC Technology 113,616.0 $8.8M 0.01% +10K +10.1% $77.47 +38.9%
1073 FBT FIRST TR EXCHANGE-TRADED FD 43,700.0 $8.8M 0.01% +1K +2.3% $200.82 +5.8%
1074 KLIC KULICKE & SOFFA INDS INC Technology 133,220.0 $8.8M 0.01% +61K +83.8% $65.72 +53.8%
1075 PLOW DOUGLAS DYNAMICS INC Consumer Cyclical 207,758.0 $8.7M 0.01% +182K +696.1% $42.09 +4.3%
1076 GPCR STRUCTURE THERAPEUTICS INC Healthcare 181,415.0 $8.7M 0.01% +86K +89.9% $48.20 -19.5%
1077 OMF ONEMAIN HLDGS INC Financial Services 163,418.0 $8.7M 0.01% +60K +58.4% $53.49 +0.5%
1078 PWB INVESCO EXCHANGE TRADED FD T 69,200.0 $8.7M 0.01% +44K +175.7% $125.93 +22.3%
1079 FISI FINANCIAL INSTITUTIONS INC Financial Services 274,740.0 $8.7M 0.01% +111K +68.0% $31.71 +11.5%
1080 BDN BRANDYWINE RLTY TR Real Estate 3,210,846.0 $8.7M 0.01% +848K +35.9% $2.71 +10.0%
Page 54 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%