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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 11 of 54  ·  1,074 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 MEVO M EVO GBL ACQUISITION CORP I Financial Services 489,374.0 $4.8M 0.00% NEW $9.84 +0.6%
202 KTB KONTOOR BRANDS INC Consumer Cyclical 68,398.0 $4.8M 0.00% NEW $70.29 -12.1%
203 SAMT ADVISORS INNER CIRCLE FD III 122,100.0 $4.8M 0.00% NEW $39.27 +13.6%
204 IBM INTERNATIONAL BUSINESS MACHS Technology 19,781.0 $4.8M 0.00% NEW $242.39 -9.5%
205 JKHY HENRY JACK & ASSOC INC Technology 30,000.0 $4.7M 0.00% NEW $158.04 -13.4%
206 COLOMBIER ACQUISITION CORP I 471,249.0 $4.7M 0.00% NEW $10.06
207 MOZAYYX ACQUISITION CORP 473,062.0 $4.7M 0.00% NEW $9.94
208 DES WISDOMTREE TR 130,300.0 $4.7M 0.00% NEW $35.94 +5.7%
209 RR RICHTECH ROBOTICS INC Industrials 2,237,981.0 $4.7M 0.00% NEW $2.09 +28.2%
210 ALDABRA 4 LQDTY OPP VEH INC 473,062.0 $4.6M 0.00% NEW $9.82
211 LLY CALL ELI LILLY & CO Healthcare 5,000.0 $4.6M 0.00% NEW $919.77 +9.5%
212 FVAV FORTRESS VALUE ACQU CORP V Financial Services 453,124.0 $4.5M 0.00% NEW $10.03 +0.7%
213 HCM IV ACQUISITION CORP 453,124.0 $4.5M 0.00% NEW $10.03
214 BBCQ BLEICHROEDER ACQUISITI CORP Financial Services 453,124.0 $4.5M 0.00% NEW $10.02 +2.6%
215 AVERIN CAP ACQUISITION CORP 453,124.0 $4.5M 0.00% NEW $10.00
216 ALUB ALUSSA ENERGY ACQUISIT CORP Financial Services 453,124.0 $4.5M 0.00% NEW $9.98 +0.3%
217 DASH PUT DOORDASH INC Communication Services 30,000.0 $4.5M 0.00% NEW $150.15 +6.0%
218 LAFAYETTE DIGITAL ACQUISITIO 453,124.0 $4.5M 0.00% NEW $9.86
219 EE EXCELERATE ENERGY INC Utilities 130,542.0 $4.4M 0.00% NEW $33.42 +6.9%
220 ASTE ASTEC INDS INC Industrials 80,645.0 $4.3M 0.00% NEW $53.84 -11.8%
Page 11 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%