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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 76 of 97  ·  1,931 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1501 RIO CALL RIO TINTO PLC Basic Materials 17,500.0 $1.7M 0.00% +8K +94.4% $94.93 +1.9%
1502 URG UR-ENERGY INC Energy 1,215,929.0 $1.7M 0.00% +337K +38.3% $1.36 -1.5%
1503 MDLZ CALL MONDELEZ INTL INC Consumer Defensive 28,400.0 $1.6M 0.00% +17K +151.3% $57.84 +8.3%
1504 BBP ETFIS SER TR I 17,000.0 $1.6M 0.00% +6K +54.5% $96.27 +7.5%
1505 ZETA CALL ZETA GLOBAL HOLDINGS CORP Technology 82,700.0 $1.6M 0.00% +2K +2.4% $19.68 +43.4%
1506 FNKO FUNKO INC Consumer Cyclical 276,626.0 $1.6M 0.00% +267K +2638.9% $5.88 +5.3%
1507 AVNW AVIAT NETWORKS INC Technology 73,136.0 $1.6M 0.00% +37K +103.1% $22.20 -3.6%
1508 VNCE VINCE HLDG CORP Consumer Cyclical 226,912.0 $1.6M 0.00% +64K +39.0% $7.15 -15.8%
1509 AUNA S A 315,694.0 $1.6M 0.00% +168K +113.7% $5.13
1510 FSBW FS BANCORP INC Financial Services 37,303.0 $1.6M 0.00% +1K +3.0% $43.40 -0.4%
1511 OABI OMNIAB INC Healthcare 657,432.0 $1.6M 0.00% +145K +28.2% $2.46 +59.3%
1512 RYAM RAYONIER ADVANCED MATLS INC Basic Materials 205,030.0 $1.6M 0.00% +163K +390.6% $7.86 +6.7%
1513 DOW PUT DOW HLDGS INC Basic Materials 58,100.0 $1.6M 0.00% +27K +85.6% $27.36 +14.0%
1514 SAM BOSTON BEER INC Consumer Defensive 8,947.0 $1.6M 0.00% +1K +19.3% $177.03 +0.9%
1515 LBRX LB PHARMACEUTICALS INC Healthcare 48,652.0 $1.6M 0.00% +36K +282.5% $32.45 +50.3%
1516 POET POET TECHNOLOGIES INC Technology 153,346.0 $1.6M 0.00% +92K +148.7% $10.28 -17.5%
1517 CDXS CODEXIS INC Healthcare 696,599.0 $1.6M 0.00% +455K +187.9% $2.26 -33.6%
1518 CLW CLEARWATER PAPER CORP Basic Materials 100,248.0 $1.6M 0.00% +58K +139.1% $15.68 +31.8%
1519 XOMA XOMA ROYALTY CORPORATION Healthcare 36,744.0 $1.6M 0.00% +11K +40.9% $42.50 -5.5%
1520 TEL PUT TE CONNECTIVITY PLC Technology 7,700.0 $1.6M 0.00% +5K +165.5% $201.61 +1.7%
Page 76 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%