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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 12 of 55  ·  1,084 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 VIOV VANGUARD ADMIRAL FDS INC 29,941.0 $3.5M 0.00% NEW $117.33 +1.8%
222 GLD SPDR GOLD TR Financial Services 9,455.0 $3.5M 0.00% NEW $368.38 +9.4%
223 SEALSQ CORP 1,103,028.0 $3.5M 0.00% NEW $3.15
224 SPARTACUS ACQUISITION CORP I 336,458.0 $3.4M 0.00% NEW $10.01
225 STM CALL STMICROELECTRONICS N V Technology 44,900.0 $3.4M 0.00% NEW $74.89 -28.9%
226 YORKVILLE INTL CAP CORP 332,291.0 $3.3M 0.00% NEW $10.04
227 PAM PAMPA ENERGIA SA Utilities 40,556.0 $3.3M 0.00% NEW $82.13 -4.5%
228 KPET ULTRA PACELINE CORP 332,291.0 $3.3M 0.00% NEW $9.98
229 WLK WESTLAKE CORPORATION Basic Materials 45,357.0 $3.3M 0.00% NEW $73.00 +5.7%
230 OAKM HARRIS OAKMARK ETF TRUST 117,400.0 $3.3M 0.00% NEW $28.17 +10.5%
231 ATLANTA BRAVES HLDGS INC 63,520.0 $3.3M 0.00% NEW $51.90
232 SLV ISHARES SILVER TR Financial Services 60,558.0 $3.2M 0.00% NEW $53.47 +9.4%
233 FIRST TR EXCHANGE-TRADED FD 100,900.0 $3.2M 0.00% NEW $31.76
234 MTSI PUT MACOM TECH SOLUTIONS HLDGS I Technology 8,400.0 $3.2M 0.00% NEW $380.37 -19.7%
235 SPGP INVESCO EXCHANGE TRADED FD T 26,099.0 $3.2M 0.00% NEW $122.29 +4.7%
236 FROG PUT JFROG LTD Technology 35,000.0 $3.2M 0.00% NEW $90.88 +1.4%
237 CVX PUT CHEVRON CORPORATION Energy 19,100.0 $3.2M 0.00% NEW $165.76 +23.4%
238 INTERPRIVATE INVTS PARTNERS 317,187.0 $3.1M 0.00% NEW $9.92
239 PDP INVESCO EXCHANGE TRADED FD T 20,733.0 $3.1M 0.00% NEW $151.73 -7.0%
240 SEZL PUT SEZZLE INC Financial Services 18,200.0 $3.1M 0.00% NEW $171.63 -29.9%
Page 12 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%