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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 25 of 31  ·  613 positions
# Ticker Company Sector Shares Value ↓ % Port Status
481 VGT VANGUARD WORLD FD 360 $251K SOLD
482 RTH VANECK ETF TRUST 1,000 $251K SOLD
483 CPB PUT THE CAMPBELLS COMPANY Consumer Defensive 11,100 $247K SOLD
484 AMR PUT ALPHA METALLURGICAL RESOUR I Energy 1,200 $246K SOLD
485 EVTL VERTICAL AEROSPACE LTD Industrials 110,632 $244K SOLD
486 WEC PUT WEC ENERGY GROUP INC Utilities 2,100 $243K SOLD
487 PPHC PUBLIC POL HLDG CO INC Industrials 18,250 $239K SOLD
488 KSS PUT KOHLS CORP Consumer Cyclical 18,400 $237K SOLD
489 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 12,000 $237K SOLD
490 AMSC PUT AMERICAN SUPERCONDUCTOR CORP Industrials 7,000 $237K SOLD
491 AES CALL AES CORP Utilities 16,800 $237K SOLD
492 ZEPP ZEPP HEALTH CORPORATION Technology 19,750 $236K SOLD
493 PHM CALL PULTE GROUP INC Consumer Cyclical 2,000 $235K SOLD
494 ROCK GIBRALTAR INDS INC Industrials 5,800 $231K SOLD
495 HON CALL HONEYWELL INTL INC Industrials 1,000 $226K SOLD
496 SWX SOUTHWEST GAS HLDGS INC Utilities 2,600 $226K SOLD
497 PPTY ETF SER SOLUTIONS 7,500 $226K SOLD
498 DEMZ ADVISORS INNER CIRCLE FD III 5,600 $225K SOLD
499 GTLB PUT GITLAB INC Technology 10,400 $225K SOLD
500 ONITY GROUP INC 5,689 $223K SOLD
Page 25 of 31  ·  613 positions
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%