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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 6 of 29  ·  569 positions
# Ticker Company Sector Shares Value ↓ % Port Status
101 NEW AMER ACQUISITION I CORP 543,750 $5.7M 0.01% SOLD
102 V CALL VISA INC Financial Services 16,000 $5.6M 0.01% SOLD
103 TDIV FIRST TR EXCHANGE TRADED FD 57,676 $5.6M 0.01% SOLD
104 CRANE HBR ACQUISITION CORP I 543,750 $5.5M 0.01% SOLD
105 MESHFLOW ACQUISITION CORP 543,750 $5.4M 0.01% SOLD
106 KARBON CAP PARTNERS CORP 539,186 $5.4M 0.01% SOLD
107 GUESS INC 5,290,000 $5.2M 0.01% SOLD
108 V PUT VISA INC Financial Services 14,300 $5.0M 0.01% SOLD
109 SM SM ENERGY CO Energy 265,612 $5.0M 0.01% SOLD
110 LEGATO MERGER CORP III 437,500 $4.8M 0.01% SOLD
111 AVTR AVANTOR INC Healthcare 412,713 $4.7M 0.01% SOLD
112 CYBERARK SOFTWARE LTD 10,372 $4.6M 0.01% SOLD
113 AFRM AFFIRM HLDGS INC Technology 62,069 $4.6M 0.01% SOLD
114 ALUSSA ENERGY ACQUISITION CO 453,124 $4.6M 0.01% SOLD
115 RGA REINSURANCE GRP OF AMERICA I Financial Services 21,894 $4.5M 0.01% SOLD
116 FG F&G ANNUITIES & LIFE INC Financial Services 142,484 $4.4M 0.01% SOLD
117 QXO QXO INC Industrials 226,664 $4.4M 0.01% SOLD
118 SILVERBOX CORP V 434,999 $4.4M 0.01% SOLD
119 HHH HOWARD HUGHES HOLDINGS INC Real Estate 52,912 $4.2M 0.01% SOLD
120 INDIVIOR PLC 114,977 $4.1M 0.01% SOLD
Page 6 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%