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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 79 of 103  ·  2,043 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1561 AVNT AVIENT CORPORATION Basic Materials 73,249.0 $2.7M 0.00% +29K +66.9% $36.30 -10.1%
1562 JLL JONES LANG LASALLE INC Real Estate 8,699.0 $2.6M 0.00% +5K +130.2% $304.32 -5.1%
1563 ETON PHARMACEUTICALS INC 106,393.0 $2.6M 0.00% +30K +38.9% $24.68
1564 LSCC LATTICE SEMICONDUCTOR CORP Technology 28,300.0 $2.6M 0.00% +23K +470.6% $92.76 +32.8%
1565 WEAV WEAVE COMMUNICATIONS INC Technology 565,729.0 $2.6M 0.00% +456K +415.3% $4.62 +17.7%
1566 ANNX ANNEXON INC Healthcare 471,391.0 $2.6M 0.00% +139K +42.0% $5.54 -11.4%
1567 GLW CALL CORNING INC Technology 19,100.0 $2.6M 0.00% +11K +138.8% $135.97 +31.3%
1568 UGI UGI CORP NEW Utilities 71,261.0 $2.6M 0.00% +13K +22.7% $36.42 -5.2%
1569 ATI ATI INC Industrials 17,775.0 $2.6M 0.00% +16K +803.7% $145.46 +3.4%
1570 FMBH FIRST MID BANCSHARES INC Financial Services 62,444.0 $2.6M 0.00% +30K +92.9% $41.19 +3.4%
1571 AM ANTERO MIDSTREAM CORP Energy 112,752.0 $2.6M 0.00% +16K +16.1% $22.80 -1.9%
1572 WRN WESTERN COPPER & GOLD CORP Basic Materials 1,016,081.0 $2.6M 0.00% +1.0M +6385.9% $2.53 +8.3%
1573 SCHW PUT SCHWAB CHARLES CORP Financial Services 27,300.0 $2.6M 0.00% +2K +9.2% $93.98 -1.7%
1574 MAS MASCO CORP Industrials 42,436.0 $2.6M 0.00% +8K +24.8% $60.37 +8.5%
1575 WINA WINMARK CORP Consumer Cyclical 5,934.0 $2.5M 0.00% +4K +290.4% $427.55 -17.4%
1576 USNA USANA HEALTH SCIENCES INC Consumer Defensive 144,630.0 $2.5M 0.00% +44K +43.8% $17.47 +3.3%
1577 CLBK COLUMBIA FINL INC Financial Services 143,694.0 $2.5M 0.00% +4K +2.7% $17.51 +12.0%
1578 WTTR SELECT WATER SOLUTIONS INC Utilities 164,393.0 $2.5M 0.00% +88K +116.6% $15.30 +27.8%
1579 DIBS 1STDIBS COM INC Consumer Cyclical 457,003.0 $2.5M 0.00% +104K +29.3% $5.50 -17.3%
1580 ADCT ADC THERAPEUTICS SA Healthcare 668,022.0 $2.5M 0.00% +549K +459.2% $3.75 -16.3%
Page 79 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%