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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 90 of 103  ·  2,043 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1781 ZIP ZIPRECRUITER INC Industrials 673,480.0 $1.2M 0.00% +92K +15.7% $1.84 +90.8%
1782 XMAX INC 170,275.0 $1.2M 0.00% +154K +971.2% $7.24
1783 GLW PUT CORNING INC Technology 9,000.0 $1.2M 0.00% +4K +80.0% $135.97 +41.1%
1784 TCRX TSCAN THERAPEUTICS INC Healthcare 1,209,009.0 $1.2M 0.00% +558K +85.7% $1.01 -1.0%
1785 ALB PUT ALBEMARLE CORP Basic Materials 6,800.0 $1.2M 0.00% +500.0 +7.9% $179.53 -2.1%
1786 TROW PUT PRICE T ROWE GROUP INC Financial Services 13,500.0 $1.2M 0.00% +12K +575.0% $90.14 +13.2%
1787 BKSY BLACKSKY TECHNOLOGY INC Technology 48,219.0 $1.2M 0.00% +3K +7.6% $25.16 +70.9%
1788 AMTX AEMETIS INC Energy 380,248.0 $1.2M 0.00% +249K +190.5% $3.19 -31.7%
1789 WCBR WISDOMTREE TR 48,400.0 $1.2M 0.00% +32K +196.9% $24.95 +25.3%
1790 CARS CARS COM INC Consumer Cyclical 147,287.0 $1.2M 0.00% +113K +334.9% $8.12 +23.5%
1791 PAHC PHIBRO ANIMAL HEALTH CORP Healthcare 21,383.0 $1.2M 0.00% +6K +36.4% $55.31 -37.9%
1792 HIPPO HLDGS INC 45,377.0 $1.2M 0.00% +31K +208.2% $26.06
1793 WING CALL WINGSTOP INC Consumer Cyclical 7,600.0 $1.2M 0.00% +5K +192.3% $154.97 -16.6%
1794 KHC CALL KRAFT HEINZ CO Consumer Defensive 52,200.0 $1.2M 0.00% +31K +151.0% $22.49 +1.9%
1795 HLF PUT HERBALIFE LTD Consumer Defensive 79,600.0 $1.2M 0.00% +4K +5.7% $14.72 -12.8%
1796 PFIS PEOPLES FINL SVCS CORP Financial Services 21,935.0 $1.2M 0.00% +2K +10.5% $53.33 +5.7%
1797 POWI POWER INTEGRATIONS INC Technology 22,800.0 $1.2M 0.00% +16K +245.2% $51.20 +43.0%
1798 MMYT MAKEMYTRIP LIMITED MAURITIUS Consumer Cyclical 31,200.0 $1.2M 0.00% +27K +568.5% $37.29 +16.1%
1799 MCS MARCUS CORP DEL Communication Services 67,690.0 $1.2M 0.00% +29K +75.4% $17.17 +1.0%
1800 ZETA PUT ZETA GLOBAL HOLDINGS CORP Technology 72,700.0 $1.2M 0.00% +28K +63.4% $15.92 +8.0%
Page 90 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%