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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 55 of 103  ·  2,043 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 ABSI ABSCI CORPORATION Healthcare 2,898,766.0 $8.7M 0.01% +1.5M +104.4% $3.00 +69.7%
1082 XMTR XOMETRY INC Industrials 212,717.0 $8.7M 0.01% +170K +402.9% $40.84 +124.8%
1083 IETC ISHARES U S ETF TR 98,000.0 $8.7M 0.01% +54K +122.7% $88.38 +21.8%
1084 EPAM EPAM SYS INC Technology 63,862.0 $8.6M 0.01% +32K +102.4% $135.40 -23.8%
1085 TILE INTERFACE INC Consumer Cyclical 346,830.0 $8.6M 0.01% +131K +60.8% $24.92 +15.4%
1086 GPRK GEOPARK LTD Energy 905,628.0 $8.6M 0.01% +788K +668.7% $9.50 +2.2%
1087 GRAN TIERRA ENERGY INC 958,914.0 $8.6M 0.01% +750K +358.4% $8.97
1088 PD PAGERDUTY INC Technology 1,381,697.0 $8.6M 0.01% +757K +121.0% $6.21 +13.5%
1089 TRMD TORM PLC Energy 307,151.0 $8.6M 0.01% +194K +171.3% $27.90 +17.2%
1090 BMBL BUMBLE INC Technology 2,626,986.0 $8.6M 0.01% +1.3M +104.1% $3.26 -6.1%
1091 GEF GREIF INC Consumer Cyclical 127,371.0 $8.5M 0.01% +67K +110.0% $67.07 -4.4%
1092 GABC GERMAN AMERN BANCORP INC Financial Services 204,382.0 $8.5M 0.01% +61K +42.5% $41.79 +3.8%
1093 DBI DESIGNER BRANDS INC Consumer Cyclical 1,500,228.0 $8.5M 0.01% +539K +56.1% $5.69 +20.7%
1094 NVGS NAVIGATOR HLDGS LTD Energy 439,293.0 $8.5M 0.01% +385K +715.0% $19.33 +21.1%
1095 OPFI OPPFI INC Technology 1,096,268.0 $8.5M 0.01% +452K +70.1% $7.71 +7.0%
1096 PHIN PHINIA INC Consumer Cyclical 123,300.0 $8.4M 0.01% +51K +70.1% $68.44 +8.9%
1097 PLUS EPLUS INC Technology 112,063.0 $8.4M 0.01% +62K +123.7% $75.25 +10.2%
1098 NESR NATIONAL ENERGY SERVICES REU Energy 391,232.0 $8.4M 0.01% +339K +646.1% $21.47 +22.4%
1099 FCEL FUELCELL ENERGY INC Industrials 1,281,216.0 $8.4M 0.01% +276K +27.5% $6.53 +304.0%
1100 INTEGRA RES CORP 3,062,503.0 $8.4M 0.01% +1.6M +104.0% $2.73
Page 55 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%