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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 17 of 55  ·  1,084 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 AAL PUT AMERICAN AIRLINES GROUP INC Industrials 110,300.0 $2.0M 0.00% NEW $18.07 -22.2%
322 SPCE VIRGIN GALACTIC HOLDINGS INC Industrials 688,737.0 $2.0M 0.00% NEW $2.89 +10.4%
323 ADM CALL ARCHER DANIELS MIDLAND CO Consumer Defensive 26,000.0 $2.0M 0.00% NEW $76.40 +7.9%
324 SEZL CALL SEZZLE INC Financial Services 11,400.0 $2.0M 0.00% NEW $171.63 -31.7%
325 WHR CALL WHIRLPOOL CORP Consumer Cyclical 49,100.0 $1.9M 0.00% NEW $39.42 -0.4%
326 BTBT BIT DIGITAL INC Financial Services 1,074,489.0 $1.9M 0.00% NEW $1.80 -19.4%
327 LCID CALL LUCID GROUP INC Consumer Cyclical 289,100.0 $1.9M 0.00% NEW $6.69 -13.8%
328 LNG PUT CHENIERE ENERGY INC Energy 7,900.0 $1.9M 0.00% NEW $239.01 +14.5%
329 ARC GROUP ACQUISITION I CORP 190,312.0 $1.9M 0.00% NEW $9.88
330 ZYMEWORKS INC 71,874.0 $1.9M 0.00% NEW $26.14
331 ROUS LATTICE STRATEGIES TR 27,600.0 $1.9M 0.00% NEW $67.40 +1.5%
332 OCEAN CAP ACQUISITION CORP 181,250.0 $1.9M 0.00% NEW $10.23
333 DLX DELUXE CORP MEDIUM TERM NTS Communication Services 77,335.0 $1.8M 0.00% NEW $23.88 -2.3%
334 NIC NICOLET BANKSHARES INC Financial Services 11,115.0 $1.8M 0.00% NEW $165.39 +6.9%
335 PLUTONIAN ACQUISITION CORP I 181,250.0 $1.8M 0.00% NEW $10.14
336 MAMA MAMAS CREATIONS INC Consumer Defensive 102,913.0 $1.8M 0.00% NEW $17.85 -10.1%
337 STARLINK AI ACQUISITION CORP 181,250.0 $1.8M 0.00% NEW $10.11
338 ALPEX ACQUISITION CORP 181,250.0 $1.8M 0.00% NEW $10.02
339 INVH INVITATION HOMES INC Real Estate 60,036.0 $1.8M 0.00% NEW $30.21 -1.6%
340 RSPG INVESCO EXCHANGE TRADED FD T 18,500.0 $1.8M 0.00% NEW $97.96 +16.1%
Page 17 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%