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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 43 of 54  ·  1,074 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 GAP PUT GAP INC Consumer Cyclical 14,200.0 $344K NEW $24.20 -14.3%
842 ZUMZ ZUMIEZ INC Consumer Cyclical 15,500.0 $343K NEW $22.16 +4.0%
843 ACLC AMERICAN CENTY ETF TR 4,648.0 $343K NEW $73.72 +11.4%
844 FDIQ INVESCO EXCH TRADED FD TR II 5,000.0 $342K NEW $68.47 +2.2%
845 CR PUT CRANE COMPANY Industrials 2,000.0 $342K NEW $171.00 -0.1%
846 MDLZ PUT MONDELEZ INTL INC Consumer Defensive 5,900.0 $340K NEW $57.64 +6.9%
847 AZO PUT AUTOZONE INC Consumer Cyclical 100.0 $338K NEW $3377.78 -0.9%
848 BOOT CALL BOOT BARN HLDGS INC Consumer Cyclical 2,300.0 $337K NEW $146.36 -3.3%
849 ACHR PUT ARCHER AVIATION INC Industrials 65,000.0 $336K NEW $5.17 +14.3%
850 SFIX STITCH FIX INC Consumer Cyclical 101,200.0 $335K NEW $3.31 -7.3%
851 CTVA CALL CORTEVA INC Basic Materials 4,000.0 $335K NEW $83.71 -3.1%
852 TAYD TAYLOR DEVICES INC Industrials 5,865.0 $334K NEW $57.00 -12.0%
853 ACI CALL ALBERTSONS COS INC Consumer Defensive 19,600.0 $334K NEW $17.04 +0.9%
854 AGBK AGI INC Financial Services 45,842.0 $333K NEW $7.27 -3.7%
855 CHRW CALL C H ROBINSON WORLDWIDE IN Industrials 2,000.0 $332K NEW $166.07 +2.2%
856 CHRW PUT C H ROBINSON WORLDWIDE IN Industrials 2,000.0 $332K NEW $166.07 +2.2%
857 KORE GROUP HLDGS INC 36,692.0 $331K NEW $9.02
858 FIS PUT FIDELITY NATL INFORMATION SV Technology 7,000.0 $328K NEW $46.91 -7.5%
859 AMSC CALL AMERICAN SUPERCONDUCTOR CORP Industrials 9,700.0 $328K NEW $33.85 +39.1%
860 LZB LA Z BOY INC Consumer Cyclical 10,200.0 $328K NEW $32.14 +7.5%
Page 43 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%