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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 19 of 55  ·  1,084 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 BX PUT BLACKSTONE INC Financial Services 14,600.0 $1.7M 0.00% NEW $117.67 +19.5%
362 NEE CALL NEXTERA ENERGY INC Utilities 19,400.0 $1.7M 0.00% NEW $87.77 -1.8%
363 MOS CALL MOSAIC CO Basic Materials 80,300.0 $1.7M 0.00% NEW $21.19 -0.2%
364 IYE ISHARES TR 29,900.0 $1.7M 0.00% NEW $56.59 +18.9%
365 NUAI NEW ERA ENERGY & DIGITAL INC Energy 264,057.0 $1.7M 0.00% NEW $6.38 -19.6%
366 EPS WISDOMTREE TR 21,500.0 $1.7M 0.00% NEW $77.79 +3.8%
367 THRO BLACKROCK ETF TRUST 38,600.0 $1.7M 0.00% NEW $43.11 +2.0%
368 NBP NOVABRIDGE BIOSCIENCES Healthcare 851,348.0 $1.7M 0.00% NEW $1.95 -3.1%
369 LFST LIFESTANCE HEALTH GROUP INC Healthcare 154,800.0 $1.7M 0.00% NEW $10.71 +15.4%
370 QUASAREDGE ACQUISITION CORP 166,145.0 $1.6M 0.00% NEW $9.93
371 NXT NEXTPOWER INC Technology 13,800.0 $1.6M 0.00% NEW $119.14 -23.5%
372 CNM CORE & MAIN INC Industrials 34,000.0 $1.6M 0.00% NEW $48.25 -5.8%
373 IEF ISHARES TR 17,230.0 $1.6M 0.00% NEW $94.57 -1.7%
374 IOT SAMSARA INC Technology 50,048.0 $1.6M 0.00% NEW $32.43 +22.0%
375 KHC PUT KRAFT HEINZ CO Consumer Defensive 68,700.0 $1.6M 0.00% NEW $23.62 +5.1%
376 APERTURE AC 163,125.0 $1.6M 0.00% NEW $9.90
377 OVLY OAK VY BANCORP OAKDALE CALIF Financial Services 47,787.0 $1.6M 0.00% NEW $33.74 +2.2%
378 CG CALL CARLYLE GROUP INC Financial Services 38,000.0 $1.6M 0.00% NEW $42.11 +14.9%
379 AAL CALL AMERICAN AIRLINES GROUP INC Industrials 88,300.0 $1.6M 0.00% NEW $18.07 -22.2%
380 BAFE ADVISORS INNER CIRCLE FD III 54,700.0 $1.6M 0.00% NEW $29.16 +2.8%
Page 19 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%