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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 70 of 97  ·  1,931 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 BIBL NORTHERN LTS FD TR IV 41,500.0 $2.4M 0.00% +4K +12.2% $57.88 -4.0%
1382 IMPERIAL PETE INC 518,832.0 $2.4M 0.00% +412K +386.6% $4.61
1383 NMR NOMURA HLDGS INC Financial Services 271,395.0 $2.4M 0.00% +261K +2613.9% $8.78 +8.3%
1384 LEGH LEGACY HOUSING CORP Consumer Cyclical 90,523.0 $2.4M 0.00% +6K +6.8% $26.27 +8.6%
1385 SFM CALL SPROUTS FMRS MKT INC Consumer Defensive 27,800.0 $2.4M 0.00% +12K +70.5% $84.58 -6.2%
1386 KRRO KORRO BIO INC Healthcare 178,071.0 $2.3M 0.00% +13K +7.6% $13.18 +5.8%
1387 PXJ INVESCO EXCHANGE TRADED FD T 60,480.0 $2.3M 0.00% +2K +3.8% $38.55 +20.8%
1388 PFIS PEOPLES FINL SVCS CORP Financial Services 34,944.0 $2.3M 0.00% +13K +59.3% $66.37 +4.9%
1389 KHC CALL KRAFT HEINZ CO Consumer Defensive 98,000.0 $2.3M 0.00% +46K +87.7% $23.62 +8.7%
1390 SFM PUT SPROUTS FMRS MKT INC Consumer Defensive 27,300.0 $2.3M 0.00% +3K +12.8% $84.58 -6.2%
1391 ULTA PUT ULTA BEAUTY INC Consumer Cyclical 5,100.0 $2.3M 0.00% +4K +410.0% $450.98 +17.0%
1392 HYCROFT MINING HOLDING CORP 98,268.0 $2.3M 0.00% +70K +249.1% $23.40
1393 TIGR UP FINTECH HLDG LTD Financial Services 520,202.0 $2.3M 0.00% +506K +3563.4% $4.40 +10.0%
1394 MPB MID PENN BANCORP INC Financial Services 65,652.0 $2.3M 0.00% +23K +52.4% $34.84 +6.3%
1395 FSV FIRSTSERVICE CORP NEW Real Estate 16,063.0 $2.3M 0.00% +12K +276.4% $142.11 +3.1%
1396 TALK TALKSPACE INC Healthcare 438,424.0 $2.3M 0.00% +305K +228.9% $5.20 +1.0%
1397 TARS TARSUS PHARMACEUTICALS INC Healthcare 36,038.0 $2.3M 0.00% +17K +88.9% $62.94 +16.7%
1398 KKR PUT KKR & CO INC Financial Services 24,600.0 $2.3M 0.00% +21K +564.9% $91.78 +20.4%
1399 EOG PUT EOG RES INC Energy 17,400.0 $2.3M 0.00% +11K +190.0% $129.73 +15.2%
1400 NTGR NETGEAR INC Technology 96,632.0 $2.3M 0.00% +73K +302.6% $23.35 -7.5%
Page 70 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%