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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 11 of 55  ·  1,084 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 FUTURECORP SPACE ACQUISITION 362,500.0 $3.7M 0.00% NEW $10.13
202 V PUT VISA INC Financial Services 10,700.0 $3.7M 0.00% NEW $343.09 +4.6%
203 HIGHLANDER SILVER CORP 786,441.0 $3.7M 0.00% NEW $4.66
204 AAOI CALL APPLIED OPTOELECTRONICS INC Technology 24,500.0 $3.6M 0.00% NEW $148.16 +4.5%
205 GSR V ACQUISITION CORP 362,500.0 $3.6M 0.00% NEW $10.01
206 SNOW ROTHSCHILD ACQUISITION 362,500.0 $3.6M 0.00% NEW $10.01
207 KENSINGTON CAP ACQUISITION 362,500.0 $3.6M 0.00% NEW $10.01
208 RMG ML SPORTS HOLDINGS 362,500.0 $3.6M 0.00% NEW $9.99
209 WILCO 63 CORP 362,500.0 $3.6M 0.00% NEW $9.95
210 ACP HOLDINGS ACQUISITION COR 362,500.0 $3.6M 0.00% NEW $9.94
211 QUANTUM LEAP ACQUISITION COR 362,500.0 $3.6M 0.00% NEW $9.93
212 LEGATO MERGER CORP IV 362,500.0 $3.6M 0.00% NEW $9.92
213 QDRO ACQUISITION CORP 362,500.0 $3.6M 0.00% NEW $9.91
214 KVUE KENVUE INC Consumer Defensive 187,937.0 $3.6M 0.00% NEW $19.11 -1.7%
215 ABONY ACQUISITION CORP I 362,500.0 $3.6M 0.00% NEW $9.90
216 ILLUMINATION ACQUISITIO CORP 362,500.0 $3.6M 0.00% NEW $9.90
217 TRG LATIN AMER ACQUIS CORP 362,500.0 $3.6M 0.00% NEW $9.89
218 CH4 NATURAL SOLUTIONS CORP 362,500.0 $3.6M 0.00% NEW $9.85
219 AGNC AGNC INVT CORP Real Estate 325,899.0 $3.6M 0.00% NEW $10.90 +0.5%
220 NRG CALL NRG ENERGY INC Utilities 24,300.0 $3.5M 0.00% NEW $146.06 -16.2%
Page 11 of 55  ·  1,084 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 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%