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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 14 of 55  ·  1,084 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 MGV VANGUARD WORLD FD 16,793.0 $2.7M 0.00% NEW $163.45 +3.0%
262 DISCIPLINED GROWTH 271,875.0 $2.7M 0.00% NEW $10.04
263 JAB ACQUISITION CORP I 271,875.0 $2.7M 0.00% NEW $10.03
264 LONG TABLE GROWTH CORP 271,875.0 $2.7M 0.00% NEW $10.01
265 APOGEE ACQUISITION CORP 271,875.0 $2.7M 0.00% NEW $9.95
266 PALOMA ACQUISITION CORP I 271,875.0 $2.7M 0.00% NEW $9.91
267 BOEING CO 40,000.0 $2.7M 0.00% NEW $67.30
268 SUMA ACQUISITION CORP 271,875.0 $2.7M 0.00% NEW $9.89
269 SYY SYSCO CORP Consumer Defensive 31,798.0 $2.7M 0.00% NEW $83.58 -1.6%
270 DUSA DAVIS FUNDAMENTAL ETF TR 47,300.0 $2.7M 0.00% NEW $56.18 +1.9%
271 WBS WEBSTER FINL CORP Financial Services 34,676.0 $2.6M 0.00% NEW $76.42 +1.9%
272 FMAT FIDELITY COVINGTON TRUST 44,600.0 $2.6M 0.00% NEW $58.51 +1.5%
273 WHR PUT WHIRLPOOL CORP Consumer Cyclical 65,800.0 $2.6M 0.00% NEW $39.42 +2.0%
274 NOK NOKIA CORP Technology 195,139.0 $2.6M 0.00% NEW $13.28 -21.7%
275 PSCT INVESCO EXCH TRADED FD TR II 27,900.0 $2.6M 0.00% NEW $92.41 -12.8%
276 FDG AMERICAN CENTY ETF TR 19,200.0 $2.6M 0.00% NEW $133.10 -1.6%
277 SVXY PROSHARES TR II Financial Services 44,378.0 $2.5M 0.00% NEW $57.26 +5.7%
278 WISE GROUP PLC 212,280.0 $2.5M 0.00% NEW $11.91
279 TRIBECA STRATEGIC ACQUISITIO 253,749.0 $2.5M 0.00% NEW $9.95
280 NHP NATIONAL HEALTHCARE PPTYS IN Real Estate 166,209.0 $2.4M 0.00% NEW $14.65 +13.9%
Page 14 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%