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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 53 of 55  ·  1,084 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 GCTS GCT SEMICONDUCTOR HLDG INC Technology 31,730.0 $94K NEW $2.97 -29.6%
1042 LUXEXPERIENCE BV 12,576.0 $93K NEW $7.43
1043 AGH AUREUS GREENWAY HLDGS INC Consumer Cyclical 22,574.0 $90K NEW $3.99 +26.8%
1044 NIU NIU TECHNOLOGIES Consumer Cyclical 44,800.0 $90K NEW $2.01 +2.0%
1045 RGC REGENCELL BIOSCIENCE HLDGS L Healthcare 14,406.0 $88K NEW $6.09 -12.2%
1046 BZFD BUZZFEED INC Communication Services 58,124.0 $85K NEW $1.46 -24.0%
1047 BRN BARNWELL INDS INC Energy 83,787.0 $85K NEW $1.01 -5.0%
1048 SABR SABRE CORP Consumer Cyclical 39,482.0 $83K NEW $2.09 +2.9%
1049 JE CLEANTECH HOLDINGS LIMITE 57,695.0 $82K NEW $1.42
1050 ANTX AN2 THERAPEUTICS INC Healthcare 15,913.0 $77K NEW $4.84 +18.4%
1051 MAIA MAIA BIOTECHNOLOGY INC Healthcare 50,383.0 $73K NEW $1.44 -3.5%
1052 AEYE AUDIOEYE INC Technology 12,268.0 $71K NEW $5.81 +42.2%
1053 SPPL SIMPPLE LTD Technology 17,362.0 $68K NEW $3.89 -39.3%
1054 IMDX INSIGHT MOLECULAR DIA INC Healthcare 11,101.0 $65K NEW $5.90 -27.6%
1055 CI&T INC 19,304.0 $64K NEW $3.34
1056 QNC QUANTUM EMOTION CORP Technology 20,448.0 $64K NEW $3.12 -28.5%
1057 GEMI GEMINI SPACE STA INC Financial Services 14,850.0 $63K NEW $4.26 -15.3%
1058 FHTX FOGHORN THERAPEUTICS INC Healthcare 12,445.0 $61K NEW $4.88 +38.1%
1059 SQFT PRESIDIO PPTY TR INC Real Estate 23,631.0 $59K NEW $2.52 -42.3%
1060 PTLO PORTILLOS INC Consumer Cyclical 12,100.0 $57K NEW $4.74 +4.9%
Page 53 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%