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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 43 of 55  ·  1,084 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 ELAN ELANCO ANIMAL HEALTH INC Healthcare 12,622.0 $311K NEW $24.61 -3.9%
842 NOG CALL NORTHERN OIL & GAS INC Energy 17,100.0 $310K NEW $18.15 +39.9%
843 GENB GENERATE BIOMEDICINES INC Financial Services 18,374.0 $310K NEW $16.87 -4.7%
844 GSSC GOLDMAN SACHS ETF TR 3,386.0 $309K NEW $91.26 +0.1%
845 TFC PUT TRUIST FINL CORP Financial Services 6,200.0 $309K NEW $49.82 +5.2%
846 AZTA AZENTA INC Healthcare 12,100.0 $309K NEW $25.52 +29.2%
847 J P MORGAN EXCHANGE TRADED F 2,200.0 $309K NEW $140.23
848 PEG CALL PUBLIC SVC ENTERPRISE GROUP Utilities 3,800.0 $308K NEW $81.16 -6.9%
849 HAWKEYE 360 INC 15,112.0 $306K NEW $20.22
850 VRSK PUT VERISK ANALYTICS INC Industrials 1,700.0 $305K NEW $179.53 -0.4%
851 PBE INVESCO EXCHANGE TRADED FD T 3,400.0 $305K NEW $89.65 +6.4%
852 QDEL QUIDELORTHO CORP Healthcare 17,402.0 $305K NEW $17.52 -23.3%
853 ROP CALL ROPER TECHNOLOGIES INC Industrials 900.0 $305K NEW $338.39 +16.5%
854 RHI PUT ROBERT HALF INC. Industrials 9,900.0 $304K NEW $30.70 +42.5%
855 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 566.0 $304K NEW $536.95 -2.3%
856 GENI GENIUS SPORTS LIMITED Communication Services 49,653.0 $301K NEW $6.06 +23.6%
857 UNP CALL UNION PAC CORP Industrials 1,100.0 $299K NEW $272.00 +9.8%
858 KARDIGAN INC 12,500.0 $298K NEW $23.85
859 WAB CALL WABTEC Industrials 1,100.0 $297K NEW $269.60 +9.3%
860 WEX PUT WEX INC Technology 2,100.0 $296K NEW $141.09 +35.9%
Page 43 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%