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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 82 of 103  ·  2,043 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1621 UUUU CALL ENERGY FUELS INC Energy 121,400.0 $2.2M 0.00% +92K +318.6% $18.25 -4.7%
1622 SILA SILA REALTY TRUST INC Real Estate 93,200.0 $2.2M 0.00% +72K +345.9% $23.68 +29.0%
1623 RNGR RANGER ENERGY SVCS INC Energy 128,681.0 $2.2M 0.00% +111K +619.9% $17.14 -1.8%
1624 RERE ATRENEW INC Consumer Cyclical 469,763.0 $2.2M 0.00% +121K +34.8% $4.69 -4.1%
1625 STRL PUT STERLING INFRASTRUCTURE INC Industrials 5,400.0 $2.2M 0.00% +5K +671.4% $407.27 +89.3%
1626 KDP KEURIG DR PEPPER INC Consumer Defensive 83,105.0 $2.2M 0.00% +50K +152.1% $26.33 +11.8%
1627 UNTY UNITY BANCORP INC Financial Services 42,071.0 $2.2M 0.00% +8K +21.8% $51.83 +2.4%
1628 KEP KOREA ELEC PWR CORP Utilities 152,879.0 $2.2M 0.00% +59K +63.6% $14.25 -9.5%
1629 BFST BUSINESS FIRST BANCSHARES IN Financial Services 80,372.0 $2.2M 0.00% +17K +26.7% $27.04 +0.7%
1630 TTEC TTEC HLDGS INC Technology 868,329.0 $2.2M 0.00% +347K +66.5% $2.50 -2.4%
1631 FRBA FIRST BK WILLIAMSTOWN NEW JE Financial Services 135,211.0 $2.2M 0.00% +62K +84.4% $16.00 -4.9%
1632 ANDG ANDERSEN GROUP INC Consumer Cyclical 79,370.0 $2.2M 0.00% +67K +561.4% $27.20 +28.5%
1633 LRMR LARIMAR THERAPEUTICS INC Healthcare 475,612.0 $2.1M 0.00% +180K +61.1% $4.50 -28.0%
1634 CHKP CHECK POINT SOFTWARE TECH LT Technology 14,900.0 $2.1M 0.00% +4K +37.2% $142.85 -11.8%
1635 VGZ VISTA GOLD CORP Basic Materials 1,078,259.0 $2.1M 0.00% +17K +1.6% $1.96 +10.7%
1636 ARDT ARDENT HEALTH INC Healthcare 246,307.0 $2.1M 0.00% +118K +92.7% $8.56 +14.5%
1637 MRBK MERIDIAN CORP Financial Services 110,949.0 $2.1M 0.00% +10K +10.4% $18.96 -9.2%
1638 BDC BELDEN INC Technology 18,304.0 $2.1M 0.00% +8K +80.9% $114.83 -11.2%
1639 CSGP CALL COSTAR GROUP INC Real Estate 52,000.0 $2.1M 0.00% +49K +1633.3% $40.34 -17.7%
1640 LPRO OPEN LENDING CORP Financial Services 1,666,139.0 $2.1M 0.00% +685K +69.8% $1.25 +44.0%
Page 82 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%