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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 80 of 97  ·  1,931 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1581 XRAY DENTSPLY SIRONA INC Healthcare 121,578.0 $1.3M 0.00% +22K +22.4% $10.61 +4.7%
1582 SHAK PUT SHAKE SHACK INC Consumer Cyclical 23,000.0 $1.3M 0.00% +15K +187.5% $56.02 +26.7%
1583 PAYX PUT PAYCHEX INC Industrials 13,100.0 $1.3M 0.00% +400.0 +3.1% $98.33 +22.0%
1584 HY HYSTER-YALE INC Industrials 36,172.0 $1.3M 0.00% +1K +3.5% $35.06 -4.9%
1585 HAL PUT HALLIBURTON CO Energy 37,300.0 $1.3M 0.00% +1K +3.9% $33.95 +2.1%
1586 TSEM CALL TOWER SEMICONDUCTOR LTD Technology 4,800.0 $1.3M 0.00% +2K +71.4% $260.64 -7.7%
1587 SIRI PUT SIRIUSXM HOLDINGS INC Communication Services 42,200.0 $1.2M 0.00% +18K +74.4% $29.54 -3.1%
1588 LZB LA Z BOY INC Consumer Cyclical 31,069.0 $1.2M 0.00% +21K +204.6% $40.12 +1.8%
1589 SO CALL SOUTHERN CO Utilities 13,000.0 $1.2M 0.00% +7K +116.7% $95.71 -3.8%
1590 AVALO THERAPEUTICS INC 67,094.0 $1.2M 0.00% +3K +4.1% $18.48
1591 CCLD CARECLOUD INC Healthcare 579,826.0 $1.2M 0.00% +190K +48.8% $2.12 +22.2%
1592 BROOKFIELD WEALTH SOL LTD 28,759.0 $1.2M 0.00% +19K +185.0% $42.66
1593 GOSS GOSSAMER BIO INC Healthcare 7,432,001.0 $1.2M 0.00% +2.7M +55.5% $0.16 -13.1%
1594 TAYD TAYLOR DEVICES INC Industrials 20,776.0 $1.2M 0.00% +15K +254.2% $58.68 -4.7%
1595 REGCO REGENCY CTRS CORP Real Estate 15,281.0 $1.2M 0.00% +6K +61.2% $79.74 -72.5%
1596 TDOC TELADOC HEALTH INC Healthcare 143,543.0 $1.2M 0.00% +5K +3.3% $8.48 -23.7%
1597 AG CALL FIRST MAJESTIC SILVER CORP Basic Materials 71,500.0 $1.2M 0.00% +58K +450.0% $16.96 +9.0%
1598 WSO PUT WATSCO INC Industrials 2,900.0 $1.2M 0.00% +2K +190.0% $416.73 -24.7%
1599 ORN ORION GROUP HLDGS INC Industrials 71,341.0 $1.2M 0.00% +19K +37.3% $16.82 -43.2%
1600 HIW HIGHWOODS PPTYS INC Real Estate 39,776.0 $1.2M 0.00% +21K +107.2% $30.16 +2.3%
Page 80 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%