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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 3 of 55  ·  1,084 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DOORDASH INC 31,669,000.0 $31.2M 0.02% NEW $0.98
42 UBER TECHNOLOGIES INC 26,852,000.0 $31.0M 0.02% NEW $1.15
43 XSD SPDR SERIES TRUST 48,640.0 $30.3M 0.02% NEW $623.70 -11.9%
44 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 41,640.0 $29.3M 0.02% NEW $703.34 +1.7%
45 OIH VANECK ETF TRUST 78,433.0 $29.2M 0.02% NEW $372.03 +14.7%
46 JAZZ INVESTMENTS I LTD 16,773,000.0 $28.6M 0.02% NEW $1.70
47 MERIT MED SYS INC 25,900,000.0 $27.8M 0.02% NEW $1.07
48 AEIS ADVANCED ENERGY INDS Industrials 74,131.0 $27.6M 0.02% NEW $372.87 -6.5%
49 FIRSTENERGY CORP 24,331,000.0 $26.6M 0.02% NEW $1.09
50 WBD WARNER BROS DISCOVERY INC Communication Services 977,126.0 $26.1M 0.02% NEW $26.66 +4.8%
51 BURL BURLINGTON STORES INC Consumer Cyclical 81,500.0 $25.8M 0.02% NEW $316.80 +6.3%
52 CYBERARK SOFTWARE LTD 15,300,000.0 $25.4M 0.02% NEW $1.66
53 FRPT FRESHPET INC Consumer Defensive 425,328.0 $25.1M 0.02% NEW $59.12 +22.9%
54 XLU SELECT SECTOR SPDR TR 542,815.0 $24.6M 0.02% NEW $45.34 -2.6%
55 SOUTHERN CO 23,600,000.0 $23.8M 0.02% NEW $1.01
56 BBCA J P MORGAN EXCHANGE TRADED F 225,500.0 $22.4M 0.02% NEW $99.40 +7.9%
57 FELG FIDELITY COVINGTON TRUST 485,600.0 $21.2M 0.01% NEW $43.75 +2.6%
58 DFUV DIMENSIONAL ETF TRUST 383,500.0 $21.1M 0.01% NEW $55.01 +4.6%
59 PSI INVESCO EXCHANGE TRADED FD T 111,300.0 $20.9M 0.01% NEW $187.82 -16.2%
60 THOMSON REUTERS CORP 253,513.0 $20.7M 0.01% NEW $81.67
Page 3 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%