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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 71 of 97  ·  1,931 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1401 VLGEA VILLAGE SUPER MKT INC Consumer Defensive 53,254.0 $2.2M 0.00% +4K +8.1% $42.18 +2.3%
1402 SHBI SHORE BANCSHARES INC Financial Services 97,290.0 $2.2M 0.00% +45K +84.9% $22.95 +2.7%
1403 RIO PUT RIO TINTO PLC Basic Materials 23,500.0 $2.2M 0.00% +18K +291.7% $94.93 +5.0%
1404 PUT BUNGE GLOBAL SA 20,900.0 $2.2M 0.00% +6K +44.1% $106.73
1405 O CALL REALTY INCOME CORP Real Estate 35,800.0 $2.2M 0.00% +2K +5.3% $61.96 +1.4%
1406 PINNACLE FINL PARTNERS INC 21,960.0 $2.2M 0.00% +11K +101.6% $100.88
1407 VOX ROYALTY CORP 468,148.0 $2.2M 0.00% +24K +5.4% $4.73
1408 RDVT RED VIOLET INC Technology 34,596.0 $2.2M 0.00% +25K +268.8% $63.72 +6.8%
1409 VLN VALENS SEMICONDUCTOR LTD Technology 971,883.0 $2.2M 0.00% +788K +429.0% $2.26 -19.0%
1410 LC HAPPEN INC Financial Services 105,556.0 $2.2M 0.00% +27K +33.7% $20.74 -7.4%
1411 HYLN HYLIION HOLDINGS CORP Consumer Cyclical 420,187.0 $2.2M 0.00% +288K +217.6% $5.21 -27.9%
1412 ULTA ULTA BEAUTY INC Consumer Cyclical 4,780.0 $2.2M 0.00% +2K +67.1% $450.98 +18.7%
1413 BUNGE GLOBAL SA 20,179.0 $2.2M 0.00% +18K +806.5% $106.73
1414 ISMD NORTHERN LTS FD TR IV 42,800.0 $2.1M 0.00% +12K +37.6% $50.00 +0.3%
1415 GDRX GOODRX HLDGS INC Healthcare 742,181.0 $2.1M 0.00% +554K +294.0% $2.88 +23.5%
1416 OFLX OMEGA FLEX INC Industrials 67,853.0 $2.1M 0.00% +14K +24.9% $31.39 -9.7%
1417 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 34,432.0 $2.1M 0.00% +9K +36.2% $61.82 -3.6%
1418 BOOM DMC GLOBAL INC Energy 365,095.0 $2.1M 0.00% +347K +1955.2% $5.81 +25.1%
1419 PRQR PROQR THRAPEUTICS N V Healthcare 1,138,715.0 $2.1M 0.00% +220K +23.9% $1.86 +17.5%
1420 MSI PUT MOTOROLA SOLUTIONS INC Technology 5,100.0 $2.1M 0.00% +2K +82.1% $415.29 +13.9%
Page 71 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%