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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 32 of 54  ·  1,074 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 WWD CALL WOODWARD INC Industrials 1,900.0 $680K 0.00% NEW $357.92 -0.8%
622 CSIQ PUT CANADIAN SOLAR INC Energy 49,100.0 $680K 0.00% NEW $13.85 +20.3%
623 RACE CALL FERRARI N V Consumer Cyclical 2,000.0 $677K 0.00% NEW $338.45 +0.1%
624 RACE PUT FERRARI N V Consumer Cyclical 2,000.0 $677K 0.00% NEW $338.45 +0.1%
625 SFL SFL CORPORATION LTD Industrials 62,300.0 $672K 0.00% NEW $10.79 +17.6%
626 CFG PUT CITIZENS FINL GROUP INC Financial Services 11,200.0 $672K 0.00% NEW $59.97 +4.3%
627 TRX GOLD CORPORATION 447,335.0 $671K 0.00% NEW $1.50
628 FYX FIRST TR EXCHANGE-TRADED ALP 5,600.0 $668K 0.00% NEW $119.35 +9.4%
629 PFI INVESCO EXCHANGE TRADED FD T 12,500.0 $666K 0.00% NEW $53.25 +10.8%
630 HAE HAEMONETICS CORP MASS Healthcare 11,700.0 $659K 0.00% NEW $56.36 +4.4%
631 BDSX BIODESIX INC Healthcare 45,231.0 $656K 0.00% NEW $14.50 -1.7%
632 DUK PUT DUKE ENERGY CORP NEW Utilities 5,000.0 $655K 0.00% NEW $130.94 -5.0%
633 CALL FLAGSTAR BANK NATIONAL ASSOC 49,700.0 $655K 0.00% NEW $13.17
634 IIPR INNOVATIVE INDL PPTYS INC Real Estate 12,900.0 $647K 0.00% NEW $50.16 +10.8%
635 FDVV FIDELITY COVINGTON TRUST 11,700.0 $646K 0.00% NEW $55.24 +8.4%
636 PUT CRH PLC 6,100.0 $641K 0.00% NEW $105.12
637 FWDI FORWARD INDUSTRIES INC Consumer Cyclical 143,748.0 $637K 0.00% NEW $4.43 -0.0%
638 ADI CALL ANALOG DEVICES INC Technology 2,000.0 $636K 0.00% NEW $318.14 +22.4%
639 SN CALL SHARKNINJA INC Consumer Cyclical 6,000.0 $635K 0.00% NEW $105.90 -0.5%
640 VSTS VESTIS CORPORATION Industrials 80,700.0 $634K 0.00% NEW $7.86 +49.2%
Page 32 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%