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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 53 of 54  ·  1,074 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 OLPX OLAPLEX HLDGS INC Consumer Cyclical 44,700.0 $91K NEW $2.03 +0.0%
1042 CWH CALL CAMPING WORLD HLDGS INC Consumer Cyclical 13,200.0 $90K NEW $6.83 -2.9%
1043 XPERI INC 15,400.0 $86K NEW $5.60
1044 EUPRAXIA PHARMACEUTICALS INC 10,800.0 $78K NEW $7.24
1045 SNAP CALL SNAP INC Communication Services 16,000.0 $74K NEW $4.60 +20.2%
1046 ARQ INC 28,700.0 $73K NEW $2.56
1047 SVRA SAVARA INC Healthcare 13,215.0 $72K NEW $5.46 -7.9%
1048 UDMY UDEMY INC Consumer Defensive 15,400.0 $71K NEW $4.62 +0.2%
1049 SNDL INC 53,700.0 $71K NEW $1.32
1050 FSI FLEXIBLE SOLUTIONS INTL INC Basic Materials 11,100.0 $60K NEW $5.40 +13.0%
1051 IT TECH PACKAGING INC 308,100.0 $56K NEW $0.18
1052 BTM BITCOIN DEPOT INC Financial Services 24,219.0 $53K NEW $2.18 -64.0%
1053 SOPH SOPHIA GENETICS SA Healthcare 10,198.0 $50K NEW $4.95 -6.5%
1054 GSM FERROGLOBE PLC Basic Materials 11,300.0 $47K NEW $4.12 -3.9%
1055 ARMADA ACQUISITION CORP III 203,906.0 $43K NEW $0.21
1056 NMG NOUVEAU MONDE GRAPHITE INC Basic Materials 19,100.0 $43K NEW $2.24 -14.3%
1057 REAX THE REAL BROKERAGE INC Real Estate 16,200.0 $40K NEW $2.50 -31.6%
1058 COLOMBIER ACQUISITION CORP I 58,906.0 $39K NEW $0.67
1059 PLX PROTALIX BIOTHERAPEUTICS INC Healthcare 18,129.0 $39K NEW $2.17 -12.0%
1060 DOGNESS INTERNATIONAL CORP 26,209.0 $37K NEW $1.43
Page 53 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%