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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 83 of 103  ·  2,043 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1641 VLGEA VILLAGE SUPER MKT INC Consumer Defensive 49,273.0 $2.1M 0.00% +33K +196.7% $42.23 +10.1%
1642 GORO GOLD RESOURCE CORP Basic Materials 1,731,352.0 $2.1M 0.00% +351K +25.5% $1.20 +4.2%
1643 SPRO SPERO THERAPEUTICS INC Healthcare 885,631.0 $2.1M 0.00% +513K +137.7% $2.34 +10.7%
1644 WTBA WEST BANCORPORATION INC Financial Services 85,979.0 $2.0M 0.00% +37K +74.0% $23.79 -2.2%
1645 COGT COGENT BIOSCIENCES INC Healthcare 53,090.0 $2.0M 0.00% +40K +321.4% $38.49 -18.5%
1646 CCJ PUT CAMECO CORP Energy 18,800.0 $2.0M 0.00% +16K +526.7% $108.61 -4.7%
1647 DSX DIANA SHIPPING INC Industrials 813,822.0 $2.0M 0.00% +542K +199.3% $2.50 +7.2%
1648 FB BANCORP INC 147,808.0 $2.0M 0.00% +66K +79.8% $13.74
1649 ATOM ATOMERA INC Technology 530,000.0 $2.0M 0.00% +349K +192.3% $3.81 +96.6%
1650 KMI CALL KINDER MORGAN INC DEL Energy 60,000.0 $2.0M 0.00% +36K +151.1% $33.53 +0.7%
1651 NWSA NEWS CORP NEW Communication Services 80,400.0 $2.0M 0.00% +71K +726.1% $24.93 +5.4%
1652 ACEL ACCEL ENTERTAINMENT INC Consumer Cyclical 183,410.0 $2.0M 0.00% +166K +974.8% $10.91 +7.6%
1653 KAI KADANT INC Industrials 6,837.0 $2.0M 0.00% +480.0 +7.5% $292.35 +7.5%
1654 NRGV ENERGY VAULT HOLDINGS INC Utilities 605,650.0 $2.0M 0.00% +144K +31.2% $3.30 +53.9%
1655 FEZ SPDR INDEX SHS FDS 32,100.0 $2.0M 0.00% +8K +32.1% $62.08 +5.1%
1656 SPOT CALL SPOTIFY TECHNOLOGY S A Communication Services 4,100.0 $2.0M 0.00% +3K +412.5% $484.91 -8.2%
1657 BK TECHNOLOGIES CORPORATION 26,452.0 $2.0M 0.00% +13K +96.2% $74.63
1658 HAIN HAIN CELESTIAL GROUP INC Consumer Defensive 2,809,115.0 $2.0M 0.00% +708K +33.7% $0.70 +8.0%
1659 TMQ TRILOGY METALS INC NEW Basic Materials 545,070.0 $2.0M 0.00% +220K +67.7% $3.59 +8.1%
1660 MUR MURPHY OIL CORP Energy 47,263.0 $1.9M 0.00% +29K +161.7% $41.25 -2.0%
Page 83 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%