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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 15 of 54  ·  1,074 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 CGGR CAPITAL GROUP GROWTH ETF 81,700.0 $3.3M 0.00% NEW $40.19 +12.5%
282 BROOKFIELD ASSET MANAGMT LTD 73,774.0 $3.3M 0.00% NEW $44.45
283 APARTMENT INVT & MGMT CO 804,884.0 $3.3M 0.00% NEW $4.07
284 COLUMBUS CIRCLE CAP CORP II 332,291.0 $3.3M 0.00% NEW $9.83
285 EMBJ EMBRAER S.A. Industrials 54,800.0 $3.3M 0.00% NEW $59.34 -5.0%
286 HALL CHADWICK ACQUISITION CO 326,250.0 $3.2M 0.00% NEW $9.93
287 SATL SATELLOGIC INC Technology 594,624.0 $3.2M 0.00% NEW $5.44 +75.4%
288 BWA BORGWARNER INC Consumer Cyclical 59,281.0 $3.2M 0.00% NEW $54.26 +12.7%
289 KCE SPDR SERIES TRUST 23,300.0 $3.2M 0.00% NEW $137.60 +8.7%
290 NVST ENVISTA HOLDINGS CORPORATION Healthcare 126,100.0 $3.2M 0.00% NEW $25.37 -8.8%
291 BL BLACKLINE INC Technology 85,625.0 $3.2M 0.00% NEW $37.00 -18.8%
292 SDVY FIRST TR EXCHANGE TRADED FD 79,600.0 $3.1M 0.00% NEW $39.43 +3.0%
293 MUZERO ACQUISITION CORP 317,187.0 $3.1M 0.00% NEW $9.86
294 WINN HARBOR ETF TRUST 112,500.0 $3.1M 0.00% NEW $27.73 +16.2%
295 RSPU INVESCO EXCHANGE TRADED FD T 38,400.0 $3.1M 0.00% NEW $81.11 -3.1%
296 INFLECTION PT ACQUISIT CORP 307,500.0 $3.1M 0.00% NEW $10.12
297 KALV KALVISTA PHARMACEUTICALS INC Healthcare 153,459.0 $3.1M 0.00% NEW $20.13 +32.9%
298 BIO BIO RAD LABS INC Healthcare 10,988.0 $3.1M 0.00% NEW $278.75 +0.8%
299 ECVT ECOVYST INC Basic Materials 238,003.0 $3.1M 0.00% NEW $12.86 +12.1%
300 VMI VALMONT INDS INC Industrials 7,640.0 $3.1M 0.00% NEW $399.57 +25.3%
Page 15 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%