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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 37 of 55  ·  1,084 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 FMC PUT FMC CORP Basic Materials 39,100.0 $450K NEW $11.50 -6.0%
722 TFC CALL TRUIST FINL CORP Financial Services 9,000.0 $448K NEW $49.82 +2.3%
723 SCZM SANTACRUZ SILVER MNG LTD Basic Materials 69,086.0 $448K NEW $6.49 +47.0%
724 TAP PUT MOLSON COORS BEVERAGE CO Consumer Defensive 11,500.0 $448K NEW $38.96 +9.1%
725 AM CALL ANTERO MIDSTREAM CORP Energy 19,600.0 $446K NEW $22.75 -1.5%
726 WHITEHAWK MINERALS CORP 15,983.0 $445K NEW $27.82
727 RCL CALL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,400.0 $445K NEW $317.53 -5.3%
728 SAM CALL BOSTON BEER INC Consumer Defensive 2,500.0 $443K NEW $177.03 +5.6%
729 VSCO CALL VICTORIAS SECRET AND CO Consumer Cyclical 5,300.0 $442K NEW $83.48 +9.6%
730 NGVT INGEVITY CORP Basic Materials 5,900.0 $441K NEW $74.67 -4.7%
731 PRCT CALL PROCEPT BIOROBOTICS CORP Healthcare 19,500.0 $440K NEW $22.58 -3.0%
732 HYPR HYPERFINE INC Healthcare 325,999.0 $440K NEW $1.35 -33.2%
733 ADI PUT ANALOG DEVICES INC Technology 1,100.0 $437K NEW $397.17 -6.0%
734 LAD PUT LITHIA MTRS INC Consumer Cyclical 1,500.0 $436K NEW $290.49 +27.9%
735 FORBRIGHT INC 23,700.0 $433K NEW $18.29
736 VTV THERAPEUTICS INC 11,486.0 $432K NEW $37.65
737 IVE ISHARES TR 1,900.0 $431K NEW $227.06 +5.0%
738 ALK PUT ALASKA AIR GROUP INC Industrials 8,200.0 $428K NEW $52.20 -21.0%
739 ACM PUT AECOM Industrials 6,100.0 $426K NEW $69.80 -6.8%
740 SYM CALL SYMBOTIC INC Industrials 9,400.0 $423K NEW $44.95 -6.5%
Page 37 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%