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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 59 of 97  ·  1,931 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 VFF VILLAGE FARMS INTL INC Consumer Defensive 2,423,572.0 $4.8M 0.00% +449K +22.7% $2.00 +32.2%
1162 CELH PUT CELSIUS HLDGS INC Consumer Defensive 165,300.0 $4.8M 0.00% +87K +110.0% $29.28 +12.1%
1163 LILAK LIBERTY LATIN AMERICA LTD Communication Services 620,356.0 $4.8M 0.00% +121K +24.3% $7.79 +7.8%
1164 FMBH FIRST MID BANCSHARES INC Financial Services 100,382.0 $4.8M 0.00% +38K +60.8% $48.09 +4.1%
1165 DSX DIANA SHIPPING INC Industrials 2,294,815.0 $4.8M 0.00% +1.5M +182.0% $2.10 +28.8%
1166 TTD PUT THE TRADE DESK INC Technology 265,400.0 $4.8M 0.00% +250K +1590.5% $18.08 -26.3%
1167 IPGP IPG PHOTONICS CORP Technology 40,691.0 $4.8M 0.00% +27K +197.9% $117.32 -37.5%
1168 PWR CALL QUANTA SVCS INC Industrials 6,600.0 $4.8M 0.00% +4K +187.0% $720.04 -11.0%
1169 ISRG CALL INTUITIVE SURGICAL INC Healthcare 11,900.0 $4.7M 0.00% +9K +283.9% $397.68 -4.3%
1170 ISRG PUT INTUITIVE SURGICAL INC Healthcare 11,900.0 $4.7M 0.00% +7K +133.3% $397.68 -4.3%
1171 OSBC OLD SECOND BANCORP INC DEL Financial Services 200,819.0 $4.7M 0.00% +133K +198.1% $23.32 +8.2%
1172 CIEN CIENA CORP Technology 9,500.0 $4.7M 0.00% +6K +172.5% $490.56 -19.2%
1173 SVCO SILVACO GROUP INC Technology 337,172.0 $4.6M 0.00% +295K +704.1% $13.79 -51.4%
1174 FBIZ FIRST BUSINESS FINL SVCS INC Financial Services 73,566.0 $4.6M 0.00% +42K +132.1% $63.17 +8.5%
1175 RNA ATRIUM THERAPEUTICS INC Healthcare 345,481.0 $4.6M 0.00% +167K +93.5% $13.45 -1.6%
1176 TMP TOMPKINS FINL CORP Financial Services 49,109.0 $4.6M 0.00% +25K +99.7% $94.52 +2.8%
1177 PAYS PAYSIGN INC Technology 564,238.0 $4.6M 0.00% +29K +5.3% $8.19 +68.3%
1178 CALY CALLAWAY GOLF CO Consumer Cyclical 243,518.0 $4.6M 0.00% +182K +294.0% $18.79 -15.5%
1179 NPK NATIONAL PRESTO INDS INC Industrials 36,552.0 $4.6M 0.00% +30K +502.3% $124.99 +20.1%
1180 ALXO ALX ONCOLOGY HLDGS INC Healthcare 2,178,176.0 $4.5M 0.00% +590K +37.2% $2.07 -0.2%
Page 59 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%