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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 23 of 29  ·  569 positions
# Ticker Company Sector Shares Value ↓ % Port Status
441 ONEV SPDR SERIES TRUST 1,600 $213K SOLD
442 ONEW ONEWATER MARINE INC Consumer Cyclical 19,597 $212K SOLD
443 AEO CALL AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 8,000 $211K SOLD
444 CSD INVESCO EXCHANGE TRADED FD T 2,100 $209K SOLD
445 ITB ISHARES TR 2,164 $208K SOLD
446 GH CALL GUARDANT HEALTH INC Healthcare 2,000 $204K SOLD
447 GH PUT GUARDANT HEALTH INC Healthcare 2,000 $204K SOLD
448 ANTX AN2 THERAPEUTICS INC Healthcare 178,518 $204K SOLD
449 BRIGHT MINDS BIOSCIENCES INC 2,601 $203K SOLD
450 FISV CALL FISERV INC Technology 3,000 $202K SOLD
451 W CALL WAYFAIR INC Consumer Cyclical 2,000 $201K SOLD
452 HRB CALL BLOCK H & R INC Consumer Cyclical 4,600 $200K SOLD
453 FNK FIRST TR EXCHANGE-TRADED ALP 3,600 $200K SOLD
454 CI&T INC 49,058 $200K SOLD
455 FMC CALL FMC CORP Basic Materials 13,600 $189K SOLD
456 JFIN JIAYIN GROUP INC Communication Services 32,400 $188K SOLD
457 AIRJ AIRJOULE TECHNOLOGIES CORP Industrials 45,782 $180K SOLD
458 OPTU OPTIMUM COMMUNICATIONS INC Communication Services 108,663 $179K SOLD
459 ADV ADVANTAGE SOLUTIONS INC Communication Services 203,078 $179K SOLD
460 UNIT UNITI GROUP LLC Real Estate 25,329 $178K SOLD
Page 23 of 29  ·  569 positions
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%