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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 65 of 97  ·  1,931 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 RBB RBB BANCORP Financial Services 117,871.0 $3.2M 0.00% +58K +95.4% $27.41 -4.0%
1282 OKE CALL ONEOK INC NEW Energy 37,100.0 $3.2M 0.00% +27K +263.7% $86.94 +10.8%
1283 BRBS BLUE RIDGE BANKSHARES INC VA Financial Services 911,783.0 $3.2M 0.00% +224K +32.6% $3.53 +10.9%
1284 MOV MOVADO GROUP INC Consumer Cyclical 81,364.0 $3.2M 0.00% +13K +18.6% $39.31 -10.6%
1285 ABCB AMERIS BANCORP Financial Services 35,434.0 $3.2M 0.00% +224.0 +0.6% $90.26 -3.9%
1286 GLAD GLADSTONE CAP CORP Financial Services 162,633.0 $3.2M 0.00% +12K +8.2% $19.42 +0.6%
1287 BZUN BAOZUN INC Consumer Cyclical 1,114,919.0 $3.2M 0.00% +151K +15.7% $2.83 -1.6%
1288 FSLR CALL FIRST SOLAR INC Energy 13,300.0 $3.1M 0.00% +8K +166.0% $235.96 -7.9%
1289 INTU PUT INTUIT Technology 12,000.0 $3.1M 0.00% +8K +200.0% $261.00 +38.4%
1290 FCBC FIRST CMNTY BANKSHARES INC V Financial Services 70,423.0 $3.1M 0.00% +29K +68.3% $44.42 +9.4%
1291 WINA WINMARK CORP Consumer Cyclical 7,393.0 $3.1M 0.00% +1K +24.6% $423.08 -18.4%
1292 SLVM SYLVAMO CORP Basic Materials 82,377.0 $3.1M 0.00% +74K +841.5% $37.80 -3.9%
1293 PKE PARK AEROSPACE CORP Industrials 81,462.0 $3.1M 0.00% +33K +68.8% $38.16 -8.1%
1294 OKE PUT ONEOK INC NEW Energy 35,700.0 $3.1M 0.00% +28K +357.7% $86.94 +10.8%
1295 RNAC CARTESIAN THERAPEUTICS INC Healthcare 296,293.0 $3.1M 0.00% +129K +77.1% $10.42 -3.0%
1296 NOVT NOVANTA INC Technology 18,998.0 $3.1M 0.00% +7K +63.5% $162.24 -10.2%
1297 AOS SMITH A O CORP Industrials 48,900.0 $3.1M 0.00% +7K +17.3% $62.72 +0.3%
1298 KMB PUT KIMBERLY-CLARK CORP Consumer Defensive 27,800.0 $3.1M 0.00% +17K +150.4% $109.77 -1.4%
1299 WRN WESTERN COPPER & GOLD CORP Basic Materials 1,360,316.0 $3.0M 0.00% +344K +33.9% $2.24 +10.0%
1300 LIFE ETHOS TECHNOLOGIES INC Financial Services 167,778.0 $3.0M 0.00% +46K +37.8% $18.14 +84.1%
Page 65 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 4.4%
Consumer Defensive 3.8%
Real Estate 3.3%
Communication Services 3.0%