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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 22 of 54  ·  1,074 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 WEC WEC ENERGY GROUP INC Utilities 13,869.0 $1.6M 0.00% NEW $115.77 -5.4%
422 RRR RED ROCK RESORTS INC Consumer Cyclical 29,700.0 $1.6M 0.00% NEW $53.36 -2.3%
423 TD PUT TORONTO DOMINION BK ONT Financial Services 16,600.0 $1.5M 0.00% NEW $93.31 +16.2%
424 DGRS WISDOMTREE TR 29,100.0 $1.5M 0.00% NEW $52.96 +2.8%
425 CGUS CAPITAL GROUP CORE EQUITY ET 39,500.0 $1.5M 0.00% NEW $38.42 +11.9%
426 ATNI ATN INTL INC Communication Services 55,480.0 $1.5M 0.00% NEW $27.22 -0.9%
427 SEIC SEI INVTS CO Financial Services 19,200.0 $1.5M 0.00% NEW $78.47 +17.3%
428 MA CALL MASTERCARD INCORPORATED Financial Services 3,000.0 $1.5M 0.00% NEW $499.66 +1.2%
429 FONR FONAR CORP Healthcare 80,710.0 $1.5M 0.00% NEW $18.56 +1.6%
430 ULTA ULTA BEAUTY INC Consumer Cyclical 2,860.0 $1.5M 0.00% NEW $522.71 -8.2%
431 PKST PEAKSTONE REALTY TRUST Real Estate 71,543.0 $1.5M 0.00% NEW $20.89 +0.5%
432 TIMB TIM S A Communication Services 56,200.0 $1.5M 0.00% NEW $26.49 -16.3%
433 YELP YELP INC Communication Services 58,500.0 $1.4M 0.00% NEW $24.74 -11.9%
434 ACA ARCOSA INC Industrials 13,500.0 $1.4M 0.00% NEW $106.14 +10.5%
435 ISRG CALL INTUITIVE SURGICAL INC Healthcare 3,100.0 $1.4M 0.00% NEW $460.99 -4.6%
436 INHIBIKASE THERAPEUTICS INC 847,611.0 $1.4M 0.00% NEW $1.68
437 AMG AFFILIATED MANAGERS GROUP Financial Services 5,100.0 $1.4M 0.00% NEW $276.70 +6.6%
438 ADBE CALL ADOBE INC Technology 5,800.0 $1.4M 0.00% NEW $243.08 +4.9%
439 R RYDER SYS INC Industrials 6,700.0 $1.4M 0.00% NEW $204.71 +13.1%
440 CF BANKSHARES INC 48,901.0 $1.4M 0.00% NEW $27.91
Page 22 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%