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Portfolio (Quarterly) Guide ↗

TWO SIGMA INVESTMENTS, LP

· CIK 0001179392
13F Portfolio $138.1B AUM 5,017 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 Q4 2025 · All 1084 New 1931 Added 1761 Reduced 613 Exited
Page 95 of 97  ·  1,931 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1881 AGMB AGOMAB THERAPEUTICS NV Healthcare 18,072.0 $235K +4K +26.9% $12.98 +5.4%
1882 SVRA SAVARA INC Healthcare 37,647.0 $232K +24K +184.9% $6.16 -12.8%
1883 CLNE CLEAN ENERGY FUELS CORP Energy 110,600.0 $227K +20K +22.2% $2.05 -19.0%
1884 GRWG GROWGENERATION CORP Consumer Cyclical 148,751.0 $220K +44K +41.7% $1.48 +27.7%
1885 LIPOCINE INC NEW 84,887.0 $217K +51K +151.5% $2.56
1886 AURORA CANNABIS INC 74,190.0 $207K +25K +50.5% $2.79
1887 MBI MBIA INC Financial Services 31,676.0 $207K +15K +87.7% $6.52 -24.4%
1888 VTEX VTEX Technology 49,932.0 $200K +8K +19.7% $4.00 -11.8%
1889 ANTERIS TECHNOLOGIES GLOBAL 19,655.0 $194K +2K +13.4% $9.85
1890 VISTAGEN THERAPEUTICS INC 847,992.0 $192K +378K +80.6% $0.23
1891 DIGI PWR X INC 34,539.0 $188K +7K +27.3% $5.45
1892 FWRG FIRST WATCH RESTAURANT GROUP Consumer Cyclical 14,000.0 $180K +800.0 +6.1% $12.89 -4.5%
1893 MOMO HELLO GROUP INC Communication Services 30,871.0 $179K +7K +29.2% $5.80 -1.4%
1894 PALLADYNE AI CORP 29,359.0 $179K +166.0 +0.6% $6.08
1895 SLQT SELECTQUOTE INC Financial Services 212,033.0 $178K +191K +888.1% $0.84 -13.6%
1896 OLPX OLAPLEX HLDGS INC Consumer Cyclical 81,661.0 $167K +37K +82.7% $2.05 +1.0%
1897 RNW RENEW ENERGY GLOBAL PLC Utilities 25,900.0 $162K +2K +6.2% $6.25 +9.1%
1898 CPIX CUMBERLAND PHARMACEUTICALS I Healthcare 23,981.0 $155K +13K +116.3% $6.48 +18.5%
1899 UEC CALL URANIUM ENERGY CORP Energy 14,500.0 $155K +3K +29.5% $10.66 +4.8%
1900 VUZI VUZIX CORP Technology 53,197.0 $154K +39K +287.3% $2.90 +6.6%
Page 95 of 97  ·  1,931 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 23.3%
Financial Services 16.6%
Healthcare 13.9%
Industrials 13.3%
Consumer Cyclical 11.3%
Basic Materials 4.6%
Energy 4.4%
Consumer Defensive 3.8%
Real Estate 3.3%
Communication Services 3.0%