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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 20 of 54  ·  1,074 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 MTCH MATCH GROUP INC NEW Communication Services 63,400.0 $1.9M 0.00% NEW $30.71 +16.8%
382 CARG CARGURUS INC Consumer Cyclical 57,000.0 $1.9M 0.00% NEW $34.05 -16.6%
383 ASTS AST SPACEMOBILE INC Technology 23,133.0 $1.9M 0.00% NEW $82.87 +6.3%
384 J P MORGAN EXCHANGE TRADED F 36,400.0 $1.9M 0.00% NEW $52.43
385 GILD GILEAD SCIENCES INC Healthcare 13,500.0 $1.9M 0.00% NEW $139.37 -7.0%
386 WS WORTHINGTON STL INC Basic Materials 61,300.0 $1.9M 0.00% NEW $30.35 +26.9%
387 LVHD LEGG MASON ETF INVT 43,600.0 $1.9M 0.00% NEW $42.56 +0.4%
388 BUZZ VANECK ETF TRUST 64,200.0 $1.8M 0.00% NEW $28.77 +23.9%
389 TKO PUT TKO GROUP HOLDINGS INC Communication Services 9,100.0 $1.8M 0.00% NEW $201.65 -5.7%
390 CEPS CANTOR EQUITY PARTNERS VI IN Financial Services 181,250.0 $1.8M 0.00% NEW $10.10 +0.9%
391 PH PARKER-HANNIFIN CORP Industrials 2,040.0 $1.8M 0.00% NEW $895.24 -4.1%
392 APEX TECH ACQUISITION INC 181,250.0 $1.8M 0.00% NEW $10.00
393 GALAXYEDGE ACQUISITION CORP 181,250.0 $1.8M 0.00% NEW $9.98
394 BHAV ACQUISITION CORP 181,250.0 $1.8M 0.00% NEW $9.98
395 TPL CALL TEXAS PACIFIC LAND CORPORATI Energy 3,800.0 $1.8M 0.00% NEW $474.56 -18.5%
396 ZTS PUT ZOETIS INC Healthcare 15,200.0 $1.8M 0.00% NEW $118.21 -34.3%
397 GOOD GLADSTONE COMMERCIAL CORP Real Estate 157,121.0 $1.8M 0.00% NEW $11.43 +9.5%
398 XFLH CAP CORP 181,250.0 $1.8M 0.00% NEW $9.87
399 WPAC WHITE PEARL ACQUISITION CORP Financial Services 181,250.0 $1.8M 0.00% NEW $9.86 +1.0%
400 UAC UNITED ACQUISITION CORP I Financial Services 181,250.0 $1.8M 0.00% NEW $9.80 +0.9%
Page 20 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%