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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 15 of 55  ·  1,084 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 ALH ALLIANCE LAUNDRY HLDGS INC Consumer Cyclical 91,291.0 $2.4M 0.00% NEW $26.52 -9.5%
282 STRS STRATUS PPTYS INC Real Estate 83,187.0 $2.4M 0.00% NEW $28.75 -32.8%
283 ILCV ISHARES TR 23,500.0 $2.4M 0.00% NEW $101.24 +6.3%
284 PRN INVESCO EXCHANGE TRADED FD T 9,100.0 $2.4M 0.00% NEW $260.71 -15.6%
285 DINO CALL HF SINCLAIR CORP Energy 33,700.0 $2.3M 0.00% NEW $69.65 +37.4%
286 LMT CALL LOCKHEED MARTIN CORP Industrials 4,600.0 $2.3M 0.00% NEW $509.46 +19.2%
287 PROEM ACQUISITION CORP I 235,624.0 $2.3M 0.00% NEW $9.94
288 BX CALL BLACKSTONE INC Financial Services 19,800.0 $2.3M 0.00% NEW $117.67 +19.5%
289 WILLOW LANE ACQUISITION CRP 226,562.0 $2.3M 0.00% NEW $10.23
290 TEXAS VENTURES ACQUISITION I 230,079.0 $2.3M 0.00% NEW $10.00
291 ELMT ELMET GROUP CO (THE) Industrials 116,024.0 $2.3M 0.00% NEW $19.74 -8.9%
292 AEON ACQUISITION I CORP 226,562.0 $2.3M 0.00% NEW $10.10
293 SM SM ENERGY COMPANY Energy 87,490.0 $2.3M 0.00% NEW $26.10 +36.0%
294 MCK CALL MCKESSON CORP Healthcare 3,000.0 $2.3M 0.00% NEW $755.60 +15.0%
295 FEPI ETF OPPORTUNITIES TRUST 52,500.0 $2.3M 0.00% NEW $43.12 -3.1%
296 KRYS KRYSTAL BIOTECH INC Healthcare 6,084.0 $2.3M 0.00% NEW $371.67 -10.5%
297 MSGS CALL MADISON SQUARE GRDN SPRT COR Communication Services 5,600.0 $2.3M 0.00% NEW $401.84 -0.1%
298 MTZ PUT MASTEC INC Industrials 5,400.0 $2.2M 0.00% NEW $416.06 -32.7%
299 CLEARTHINK 1 ACQUISITION COR 226,562.0 $2.2M 0.00% NEW $9.91
300 BLUE WTR ACQUISITION CORP IV 226,562.0 $2.2M 0.00% NEW $9.90
Page 15 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%