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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 78 of 103  ·  2,043 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1541 MATIV HOLDINGS INC 320,219.0 $2.8M 0.00% +88K +37.7% $8.70
1542 LGLV SPDR SERIES TRUST 15,600.0 $2.8M 0.00% +3K +22.8% $178.10 +0.4%
1543 MIST MILESTONE PHARMACEUTICALS IN Healthcare 2,317,176.0 $2.8M 0.00% +803K +53.0% $1.19 +28.6%
1544 ALEC ALECTOR INC Healthcare 1,279,306.0 $2.8M 0.00% +240K +23.1% $2.15 +3.3%
1545 GRNT GRANITE RIDGE RESOURCES INC Energy 468,185.0 $2.7M 0.00% +153K +48.6% $5.87 -4.1%
1546 LTRX LANTRONIX INC Technology 524,402.0 $2.7M 0.00% +213K +68.4% $5.24 +19.8%
1547 HPK HIGHPEAK ENERGY INC Energy 398,030.0 $2.7M 0.00% +296K +289.6% $6.90 +10.0%
1548 ABCB AMERIS BANCORP Financial Services 35,210.0 $2.7M 0.00% +2K +6.0% $77.99 +8.2%
1549 XPH SPDR SERIES TRUST 50,700.0 $2.7M 0.00% +38K +290.0% $54.09 +5.2%
1550 ACH ACCENDRA HEALTH INC Healthcare 1,201,269.0 $2.7M 0.00% +20K +1.7% $2.28 +17.3%
1551 QBTS PUT D-WAVE QUANTUM INC Technology 189,800.0 $2.7M 0.00% +74K +63.9% $14.43 +32.4%
1552 ENSG ENSIGN GROUP INC Healthcare 13,534.0 $2.7M 0.00% +4K +43.5% $201.50 -12.4%
1553 GSIT GSI TECHNOLOGY INC Technology 530,204.0 $2.7M 0.00% +30K +6.0% $5.14 +72.2%
1554 D CALL DOMINION ENERGY INC Utilities 43,900.0 $2.7M 0.00% +40K +920.9% $61.82 +9.5%
1555 AMPH AMPHASTAR PHARMACEUTICALS IN Healthcare 138,148.0 $2.7M 0.00% +39K +40.0% $19.59 -7.8%
1556 CBNK CAPITAL BANCORP INC MD Financial Services 90,879.0 $2.7M 0.00% +27K +41.4% $29.74 +4.5%
1557 EFSC ENTERPRISE FINL SVCS CORP Financial Services 49,631.0 $2.7M 0.00% +43K +643.0% $54.11 +11.3%
1558 JBGS JBG SMITH PPTYS Real Estate 183,203.0 $2.7M 0.00% +120K +188.1% $14.61 -2.9%
1559 FAST FASTENAL CO Industrials 57,502.0 $2.7M 0.00% +51K +771.2% $46.40 -5.7%
1560 IBKR PUT INTERACTIVE BROKERS GROUP IN Financial Services 39,700.0 $2.7M 0.00% +17K +73.4% $67.07 +26.5%
Page 78 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%