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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 10 of 54  ·  1,074 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 NWAX NEW AMER ACQUISITION I CORP Financial Services 543,750.0 $5.4M 0.00% NEW $10.01 +0.7%
182 IEAG INFINITE EAGLE ACQUISITION C Financial Services 543,750.0 $5.4M 0.00% NEW $10.00 +0.4%
183 KARBON CAP PARTNERS CORP 539,186.0 $5.4M 0.00% NEW $10.06
184 NUTANIX INC 6,000,000.0 $5.4M 0.00% NEW $0.90
185 CRAN CRANE HBR ACQUISITION CORP I Financial Services 543,750.0 $5.4M 0.00% NEW $9.91 +1.2%
186 MESH MESHFLOW ACQUISITION CORP Financial Services 543,750.0 $5.4M 0.00% NEW $9.89 +1.0%
187 KRAKACQUISITION CORPORATION 543,750.0 $5.4M 0.00% NEW $9.86
188 INDV INDIVIOR PHARMACEUTICALS INC Healthcare 175,767.0 $5.4M 0.00% NEW $30.48 +20.6%
189 IDU ISHARES TR 45,600.0 $5.3M 0.00% NEW $116.11 -4.1%
190 UTHR PUT UNITED THERAPEUTICS CORP DEL Healthcare 8,900.0 $5.3M 0.00% NEW $592.98 -4.1%
191 H HYATT HOTELS CORP Consumer Cyclical 36,379.0 $5.2M 0.00% NEW $143.79 +17.4%
192 DRI DARDEN RESTAURANTS INC Consumer Cyclical 26,602.0 $5.2M 0.00% NEW $196.04 -0.1%
193 DIVO AMPLIFY ETF TR 116,100.0 $5.2M 0.00% NEW $44.85 +1.7%
194 WRLD WORLD ACCEP CORPORATION Financial Services 38,275.0 $5.2M 0.00% NEW $135.04 +13.4%
195 OGE OGE ENERGY CORP Utilities 107,188.0 $5.1M 0.00% NEW $47.96 -3.5%
196 PKW INVESCO EXCHANGE TRADED FD T 38,488.0 $5.1M 0.00% NEW $131.25 +2.8%
197 PWR PUT QUANTA SVCS INC Industrials 9,000.0 $4.9M 0.00% NEW $549.02 +40.2%
198 INTC PUT INTEL CORP Technology 111,400.0 $4.9M 0.00% NEW $44.13 +146.5%
199 INDB INDEPENDENT BK CORP MASS Financial Services 65,085.0 $4.9M 0.00% NEW $75.21 +1.1%
200 PRA PROASSURANCE CORP Financial Services 196,698.0 $4.9M 0.00% NEW $24.72 -0.8%
Page 10 of 54  ·  1,074 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%