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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 12 of 54  ·  1,074 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 SEALED AIR CORP NEW 102,900.0 $4.3M 0.00% NEW $42.05
222 SBXE SILVERBOX CORP V Financial Services 434,999.0 $4.3M 0.00% NEW $9.92 +1.1%
223 EQPT EQUIPMENTSHARE COM INC Industrials 210,060.0 $4.3M 0.00% NEW $20.37 +19.2%
224 CM CANADIAN IMPERIAL BANK OF CO Financial Services 44,200.0 $4.2M 0.00% NEW $94.75 +18.3%
225 APC ARKO PETE CORP Energy 233,438.0 $4.2M 0.00% NEW $17.89 +16.7%
226 G GENPACT LIMITED Technology 111,215.0 $4.1M 0.00% NEW $37.25 -22.0%
227 OIM ONEIM ACQUISITION CORP Financial Services 415,363.0 $4.1M 0.00% NEW $9.96 +0.3%
228 VTWV VANGUARD SCOTTSDALE FDS 24,600.0 $4.1M 0.00% NEW $167.22 +8.6%
229 DBCA D BORAL ACQUISITION I CORP Financial Services 415,363.0 $4.1M 0.00% NEW $9.86 +0.5%
230 DSAC DAEDALUS SPL ACQUISITION COR Financial Services 407,812.0 $4.0M 0.00% NEW $9.91 +0.4%
231 AACI ARMADA ACQUISITION CORP III Financial Services 407,812.0 $4.0M 0.00% NEW $9.86 +0.6%
232 L LOEWS CORP Financial Services 37,648.0 $4.0M 0.00% NEW $106.74 -0.9%
233 SORN SOREN ACQUISITION CORP Financial Services 398,750.0 $3.9M 0.00% NEW $9.88 +0.3%
234 SPG SIMON PPTY GROUP INC NEW Real Estate 21,102.0 $3.9M 0.00% NEW $186.53 +7.2%
235 TNET TRINET GROUP INC Industrials 107,800.0 $3.9M 0.00% NEW $36.43 +11.2%
236 GIGCAPITAL9 CORP 398,750.0 $3.9M 0.00% NEW $9.83
237 ART TECHNOLOGY ACQUISITION C 398,750.0 $3.9M 0.00% NEW $9.80
238 PRAETORIAN ACQUISITION CORP 398,750.0 $3.9M 0.00% NEW $9.80
239 KOSMOS ENERGY LTD 5,000,000.0 $3.9M 0.00% NEW $0.78
240 RGTI PUT RIGETTI COMPUTING INC Technology 274,900.0 $3.9M 0.00% NEW $14.04 +27.1%
Page 12 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%