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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 40 of 55  ·  1,084 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 CROX PUT CROCS INC Consumer Cyclical 3,100.0 $374K NEW $120.64 +4.1%
782 CALL ASCENDIS PHARMA A/S 1,400.0 $373K NEW $266.72
783 HUBB HUBBELL INC Industrials 713.0 $373K NEW $523.20 -9.2%
784 SIDUS SPACE INC 132,294.0 $372K NEW $2.81
785 LEVI CALL LEVI STRAUSS & CO NEW Consumer Cyclical 14,900.0 $370K NEW $24.83 -11.6%
786 TNXP TONIX PHARMACEUTICALS HLDG C Healthcare 28,812.0 $368K NEW $12.76 -0.7%
787 PUT ENTERGY CORP NEW 3,200.0 $368K NEW $114.86
788 MSB MESABI TR Financial Services 14,520.0 $367K NEW $25.30 -6.0%
789 PACK RANPAK HOLDINGS CORP Consumer Cyclical 49,930.0 $365K NEW $7.31 -29.3%
790 AER PUT AERCAP HOLDINGS NV Industrials 2,500.0 $364K NEW $145.78 +1.6%
791 RESEARCH ALLIANCE CORP III 33,912.0 $363K NEW $10.70
792 ACWI ISHARES TR 2,300.0 $361K NEW $156.97 +2.3%
793 LIFETIME BRANDS INC 42,233.0 $360K NEW $8.53
794 WPM CALL WHEATON PRECIOUS METALS CORP Basic Materials 3,200.0 $359K NEW $112.32 +28.2%
795 DOV CALL DOVER CORP Industrials 1,600.0 $359K NEW $224.28 -9.9%
796 LMND CALL LEMONADE INC Financial Services 5,500.0 $358K NEW $65.05 -21.5%
797 PR PUT PERMIAN RESOURCES CORP Energy 19,400.0 $357K NEW $18.41 +24.7%
798 APP APPLOVIN CORP Technology 691.0 $356K NEW $515.23 -39.5%
799 THC PUT TENET HEALTHCARE CORP Healthcare 1,900.0 $355K NEW $187.08 +45.3%
800 CPRT PUT COPART INC Industrials 12,600.0 $355K NEW $28.19 +20.0%
Page 40 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%