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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 24 of 55  ·  1,084 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 LUNR CALL INTUITIVE MACHINES INC Industrials 53,400.0 $1.1M 0.00% NEW $21.39 -17.2%
462 RTX CALL RTX CORPORATION Industrials 6,000.0 $1.1M 0.00% NEW $189.73 +12.6%
463 SYRE SPYRE THERAPEUTICS INC Healthcare 12,771.0 $1.1M 0.00% NEW $88.78 +20.0%
464 NULV NUSHARES ETF TR 22,449.0 $1.1M 0.00% NEW $49.99 +6.2%
465 ELV CALL ELEVANCE HEALTH INC FORMERLY Healthcare 2,900.0 $1.1M 0.00% NEW $386.73 +2.8%
466 HBAN HUNTINGTON BANCSHARES INC Financial Services 63,069.0 $1.1M 0.00% NEW $17.73 -3.4%
467 SAIL SAILPOINT INC Technology 75,994.0 $1.1M 0.00% NEW $14.64 +27.0%
468 HUM CALL HUMANA INC Healthcare 2,800.0 $1.1M 0.00% NEW $397.22 -4.2%
469 SU CALL SUNCOR ENERGY INC NEW Energy 20,700.0 $1.1M 0.00% NEW $53.68 +26.6%
470 VEA VANGUARD TAX-MANAGED FDS 15,560.0 $1.1M 0.00% NEW $71.25 +2.0%
471 GD CALL GENERAL DYNAMICS CORP Industrials 3,100.0 $1.1M 0.00% NEW $354.24 +9.3%
472 AVEX AEVEX CORP Industrials 52,315.0 $1.1M 0.00% NEW $20.89 -14.0%
473 GRMN CALL GARMIN LTD Technology 4,600.0 $1.1M 0.00% NEW $237.54 +23.8%
474 JATT II ACQUISITION CORP 96,165.0 $1.1M 0.00% NEW $11.36
475 POWL CALL POWELL INDS INC Industrials 3,800.0 $1.1M 0.00% NEW $286.36 -31.6%
476 GPC PUT GENUINE PARTS CO Consumer Cyclical 9,200.0 $1.1M 0.00% NEW $117.98 +12.1%
477 CVE PUT CENOVUS ENERGY INC Energy 43,500.0 $1.1M 0.00% NEW $24.81 +31.0%
478 PEACE ACQUISITION CORP 108,749.0 $1.1M 0.00% NEW $9.92
479 MOUNTAIN CREST ACQUISITION 6 108,749.0 $1.1M 0.00% NEW $9.92
480 AXSM CALL AXSOME THERAPEUTICS INC. Healthcare 4,400.0 $1.1M 0.00% NEW $244.77 -15.4%
Page 24 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%