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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 84 of 103  ·  2,043 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1661 TMP TOMPKINS FINL CORP Financial Services 24,594.0 $1.9M 0.00% +15K +159.5% $78.84 +6.8%
1662 QUAD QUAD / GRAPHICS INC Industrials 291,800.0 $1.9M 0.00% +16K +5.7% $6.61 +10.9%
1663 TEO TELECOM ARGENTINA SA Communication Services 164,388.0 $1.9M 0.00% +48K +41.1% $11.69 +2.0%
1664 VICR VICOR CORP Technology 11,752.0 $1.9M 0.00% +8K +176.4% $161.00 +54.7%
1665 SRI STONERIDGE INC Consumer Cyclical 388,044.0 $1.9M 0.00% +50K +14.7% $4.83 +38.9%
1666 KRRO KORRO BIO INC Healthcare 165,472.0 $1.9M 0.00% +86K +109.5% $11.32 -19.2%
1667 LXRX LEXICON PHARMACEUTICALS INC Healthcare 1,199,632.0 $1.9M 0.00% +562K +88.2% $1.56 +37.2%
1668 NECB NORTHEAST CMNTY BANCORP INC Financial Services 78,555.0 $1.9M 0.00% +9K +13.5% $23.80 -2.6%
1669 SFM PUT SPROUTS FMRS MKT INC Consumer Defensive 24,200.0 $1.9M 0.00% +19K +332.1% $77.13 +14.6%
1670 AVD AMERICAN VANGUARD CORP Basic Materials 746,189.0 $1.9M 0.00% +437K +141.7% $2.49 +7.2%
1671 BFS SAUL CTRS INC Real Estate 57,023.0 $1.9M 0.00% +29K +106.1% $32.58 +3.0%
1672 ACNB ACNB CORP Financial Services 38,594.0 $1.8M 0.00% +21K +115.1% $47.87 +11.6%
1673 PTCT PTC THERAPEUTICS INC Healthcare 27,110.0 $1.8M 0.00% +3K +11.5% $68.13 +3.0%
1674 MDT CALL MEDTRONIC PLC Healthcare 21,300.0 $1.8M 0.00% +3K +13.9% $86.65 -10.8%
1675 PUT BUNGE GLOBAL SA 14,500.0 $1.8M 0.00% +3K +28.3% $127.20
1676 GBX GREENBRIER COS INC Industrials 34,982.0 $1.8M 0.00% +21K +154.6% $52.65 -8.9%
1677 EDU NEW ORIENTAL ED & TECHNOLOGY Consumer Defensive 32,119.0 $1.8M 0.00% +11K +51.5% $56.63 -9.8%
1678 AKBA AKEBIA THREAPEUTICS INC Healthcare 1,297,801.0 $1.8M 0.00% +1.2M +1332.2% $1.39 -35.6%
1679 DE PUT DEERE & CO Industrials 3,200.0 $1.8M 0.00% +1K +60.0% $563.30 +0.2%
1680 CLDT CHATHAM LODGING TR Real Estate 228,815.0 $1.8M 0.00% +79K +52.9% $7.87 +28.8%
Page 84 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%