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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 94 of 103  ·  2,043 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1861 TH TARGET HOSPITALITY CORP Industrials 93,442.0 $867K 0.00% +83K +799.0% $9.28 +101.1%
1862 SEER SEER INC Healthcare 511,598.0 $859K 0.00% +259K +102.5% $1.68 +0.6%
1863 MFIN MEDALLION FINANCIAL CORP Financial Services 98,752.0 $845K 0.00% +60K +153.9% $8.56 +12.5%
1864 KPTI KARYOPHARM THERAPEUTICS INC Healthcare 151,232.0 $842K 0.00% +2K +1.6% $5.57 +28.2%
1865 GGAL PUT GRUPO FINANCIERO GALICIA S.A Financial Services 18,000.0 $841K 0.00% +14K +300.0% $46.71 -12.7%
1866 MS CALL MORGAN STANLEY Financial Services 5,100.0 $839K 0.00% +1K +27.5% $164.57 +17.0%
1867 III INFORMATION SVCS GROUP INC Technology 216,995.0 $833K 0.00% +78K +56.4% $3.84 +10.2%
1868 BIOA BIOAGE LABS INC Healthcare 46,951.0 $821K 0.00% +5K +11.4% $17.49 -12.3%
1869 WCC PUT WESCO INTL INC Industrials 3,000.0 $821K 0.00% +2K +200.0% $273.62 +31.1%
1870 XOMA XOMA ROYALTY CORPORATION Healthcare 26,075.0 $818K 0.00% +16K +168.4% $31.37 +33.1%
1871 STRL CALL STERLING INFRASTRUCTURE INC Industrials 2,000.0 $815K 0.00% +1K +100.0% $407.27 +108.4%
1872 CABO CABLE ONE INC Communication Services 8,862.0 $808K 0.00% +5K +139.7% $91.21 -46.5%
1873 LUFAX HOLDING LTD 430,676.0 $805K 0.00% +284K +193.2% $1.87
1874 OABI OMNIAB INC Healthcare 512,741.0 $805K 0.00% +90K +21.2% $1.57 +38.9%
1875 SRBK SR BANCORP INC Financial Services 47,107.0 $795K 0.00% +247.0 +0.5% $16.88 +7.3%
1876 RSPR INVESCO EXCHANGE TRADED FD T 23,700.0 $786K 0.00% +4K +17.3% $33.18 +7.3%
1877 VOYG VOYAGER TECHNOLOGIES INC Industrials 33,484.0 $783K 0.00% +12K +54.4% $23.39 +47.2%
1878 GLPG GALAPAGOS NV Healthcare 25,860.0 $776K 0.00% +10K +58.1% $30.00 -9.8%
1879 SYY PUT SYSCO CORP Consumer Defensive 10,800.0 $770K 0.00% +8K +248.4% $71.33 +1.7%
1880 PMTS CPI CARD GROUP INC Financial Services 52,818.0 $766K 0.00% +26K +95.3% $14.51 +11.2%
Page 94 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%