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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 24 of 54  ·  1,074 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 FLNC PUT FLUENCE ENERGY INC Utilities 88,200.0 $1.2M 0.00% NEW $13.76 +31.8%
462 RSPF INVESCO EXCHANGE TRADED FD T 17,000.0 $1.2M 0.00% NEW $71.39 +5.0%
463 KMB CALL KIMBERLY-CLARK CORP Consumer Defensive 12,500.0 $1.2M 0.00% NEW $96.47 -0.1%
464 CMC COMMERCIAL METALS CO Basic Materials 19,600.0 $1.2M 0.00% NEW $61.43 +14.1%
465 WM CALL WASTE MGMT INC DEL Industrials 5,200.0 $1.2M 0.00% NEW $229.79 -4.1%
466 EVR CALL EVERCORE INC Financial Services 4,000.0 $1.2M 0.00% NEW $298.51 +9.7%
467 NEM PUT NEWMONT CORP Basic Materials 11,000.0 $1.2M 0.00% NEW $108.25 -2.8%
468 LIN CALL LINDE PLC Basic Materials 2,400.0 $1.2M 0.00% NEW $495.76 +1.9%
469 FITB CALL FIFTH THIRD BANCORP Financial Services 25,600.0 $1.2M 0.00% NEW $46.46 +2.3%
470 AZN PUT ASTRAZENECA PLC Healthcare 6,000.0 $1.2M 0.00% NEW $197.22 -5.0%
471 AEP CALL AMERICAN ELEC PWR CO INC Utilities 9,000.0 $1.2M 0.00% NEW $131.08 -1.0%
472 PAYX PUT PAYCHEX INC Industrials 12,700.0 $1.2M 0.00% NEW $92.12 -0.1%
473 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 4,000.0 $1.2M 0.00% NEW $290.49 +0.2%
474 SCPQ SOCIAL COMM PARTNERS CORP Financial Services 117,704.0 $1.2M 0.00% NEW $9.86 +0.6%
475 XRAY DENTSPLY SIRONA INC Healthcare 99,335.0 $1.2M 0.00% NEW $11.60 -16.9%
476 IMXI INTERNATIONAL MONEY EXPRESS Technology 72,926.0 $1.2M 0.00% NEW $15.80 -3.4%
477 CMCSA CALL COMCAST CORP NEW Communication Services 40,100.0 $1.2M 0.00% NEW $28.71 -13.5%
478 SURROZEN INC 39,482.0 $1.2M 0.00% NEW $29.13
479 PAGP PUT PLAINS GP HLDGS L P Energy 47,300.0 $1.1M 0.00% NEW $24.28 +5.2%
480 KR CALL KROGER CO Consumer Defensive 15,800.0 $1.1M 0.00% NEW $72.36 -3.6%
Page 24 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%