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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 75 of 103  ·  2,043 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1481 ON PUT ON SEMICONDUCTOR CORP Technology 53,200.0 $3.3M 0.00% +35K +190.7% $61.92 +71.2%
1482 MOD CALL MODINE MFG CO Consumer Cyclical 15,200.0 $3.3M 0.00% +13K +744.4% $216.71 +12.8%
1483 TLYS TILLYS INC Consumer Cyclical 810,509.0 $3.3M 0.00% +650K +404.4% $4.05 +0.2%
1484 NLOP NET LEASE OFFICE PROPERTIES Real Estate 284,522.0 $3.3M 0.00% +214K +305.7% $11.52 -1.3%
1485 ESOA ENERGY SERVICES OF AMER CORP Industrials 248,661.0 $3.3M 0.00% +176K +244.4% $13.13 +33.7%
1486 PANW PALO ALTO NETWORKS INC Technology 20,222.0 $3.2M 0.00% +13K +193.1% $160.32 +49.8%
1487 WHF WHITEHORSE FIN INC Financial Services 435,572.0 $3.2M 0.00% +178K +69.1% $7.40 -1.2%
1488 MSM MSC INDL DIRECT INC Industrials 34,878.0 $3.2M 0.00% +29K +473.8% $92.27 +12.6%
1489 BE CALL BLOOM ENERGY CORP Industrials 23,600.0 $3.2M 0.00% +20K +490.0% $135.49 +108.4%
1490 CLBT CELLEBRITE DI LTD Technology 231,922.0 $3.2M 0.00% +122K +111.4% $13.78 -2.3%
1491 NXT PUT NEXTPOWER INC Technology 26,500.0 $3.2M 0.00% +20K +341.7% $120.55 +5.5%
1492 FF FUTUREFUEL CORP Basic Materials 828,075.0 $3.2M 0.00% +482K +139.3% $3.85 +4.2%
1493 ALXO ALX ONCOLOGY HLDGS INC Healthcare 1,587,833.0 $3.2M 0.00% +948K +148.0% $2.00 -0.7%
1494 HLLY HOLLEY INC Consumer Cyclical 1,036,003.0 $3.2M 0.00% +302K +41.2% $3.07 -19.9%
1495 CRNX CRINETICS PHARMACEUTICALS IN Healthcare 87,299.0 $3.2M 0.00% +38K +75.7% $36.32 -3.8%
1496 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 94,045.0 $3.2M 0.00% +21K +28.6% $33.67 +1.2%
1497 PAYS PAYSIGN INC Technology 535,662.0 $3.2M 0.00% +158K +41.8% $5.90 +1.0%
1498 PRLD PRELUDE THERAPEUTICS INC Healthcare 923,626.0 $3.2M 0.00% +135K +17.1% $3.42 +24.9%
1499 ON CALL ON SEMICONDUCTOR CORP Technology 51,000.0 $3.2M 0.00% +37K +254.2% $61.92 +71.2%
1500 MITK MITEK SYS INC Technology 233,168.0 $3.1M 0.00% +58K +33.3% $13.50 +4.8%
Page 75 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%