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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 54 of 97  ·  1,931 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 NUS NU SKIN ENTERPRISES INC Consumer Defensive 1,168,634.0 $6.2M 0.00% +157K +15.5% $5.28 -10.2%
1062 CVX CALL CHEVRON CORPORATION Energy 37,100.0 $6.1M 0.00% +36K +3610.0% $165.76 +23.8%
1063 CCNE CNB FINL CORP PA Financial Services 181,638.0 $6.1M 0.00% +36K +24.9% $33.71 +0.4%
1064 SITE CTRS CORP 1,539,100.0 $6.1M 0.00% +91K +6.3% $3.97
1065 APC ARKO PETE CORP Energy 322,417.0 $6.1M 0.00% +89K +38.1% $18.85 -2.4%
1066 BILL BILL HOLDINGS INC Technology 167,942.0 $6.1M 0.00% +85K +102.4% $36.16 +32.2%
1067 DDS DILLARDS INC Consumer Cyclical 11,464.0 $6.1M 0.00% +6K +93.8% $528.42 +17.6%
1068 EGBN EAGLE BANCORPORATION INC Financial Services 212,036.0 $6.0M 0.00% +119K +127.2% $28.39 -0.5%
1069 ZG ZILLOW GROUP INC 191,734.0 $6.0M 0.00% +166K +633.8% $31.37
1070 CLBK COLUMBIA FINL INC Financial Services 283,231.0 $6.0M 0.00% +140K +97.1% $21.22 -44.4%
1071 GNTX GENTEX CORP Consumer Cyclical 237,128.0 $6.0M 0.00% +83K +54.0% $25.27 -6.5%
1072 LSPD LIGHTSPEED COMMERCE INC Technology 570,576.0 $6.0M 0.00% +278K +95.1% $10.49 +1.1%
1073 IIIN INSTEEL INDS INC Industrials 197,813.0 $6.0M 0.00% +15K +8.3% $30.20 +2.4%
1074 KLAC CALL KLA CORP Technology 19,800.0 $6.0M 0.00% +16K +395.0% $301.71 -39.0%
1075 NNBR NN INC Industrials 1,663,043.0 $6.0M 0.00% +1.7M +10000.0% $3.59 +5.3%
1076 EPAC ENERPAC TOOL GROUP CORP Industrials 165,622.0 $5.9M 0.00% +2K +1.2% $35.86 +3.9%
1077 YORW YORK WTR CO Utilities 193,737.0 $5.9M 0.00% +82K +73.3% $30.65 +11.0%
1078 AROW ARROW FINL CORP Financial Services 144,861.0 $5.9M 0.00% +58K +67.4% $40.99 -6.1%
1079 WNC WABASH NATL CORP Industrials 439,085.0 $5.9M 0.00% +92K +26.3% $13.50 -11.0%
1080 QUIK QUICKLOGIC CORP Technology 296,381.0 $5.9M 0.00% +164K +123.5% $19.97 -42.7%
Page 54 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%