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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 54 of 55  ·  1,084 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 CANOPY GROWTH CORPORATION 53,745.0 $51K NEW $0.95
1062 ADAG ADAGENE INC Healthcare 11,953.0 $50K NEW $4.20 -8.8%
1063 KULR TECHNOLOGY GROUP INC 12,710.0 $48K NEW $3.81
1064 DHX DHI GROUP INC Industrials 12,426.0 $46K NEW $3.71 +14.6%
1065 ZDGE ZEDGE INC Communication Services 14,561.0 $45K NEW $3.10 -5.5%
1066 ZENATECH INC 27,861.0 $42K NEW $1.50
1067 AMPERCAP ACQUISITION CO 226,562.0 $34K NEW $0.15
1068 TOP TOP FINANCIAL GROUP LTD Financial Services 16,214.0 $30K NEW $1.83 +521.3%
1069 FLL FULL HSE RESORTS INC Consumer Cyclical 10,286.0 $29K NEW $2.79 -21.9%
1070 HCAT HEALTH CATALYST INC Healthcare 13,713.0 $27K NEW $1.99 -14.6%
1071 KLTR KALTURA INC Technology 17,572.0 $23K NEW $1.30 +26.2%
1072 NAMM NAMIB MINERALS Basic Materials 11,909.0 $22K NEW $1.88 -27.1%
1073 DFLI DRAGONFLY ENERGY HOLDINGS CO Industrials 10,640.0 $21K NEW $1.96 -35.7%
1074 TUYA TUYA INC Technology 11,300.0 $20K NEW $1.76 +1.1%
1075 HOLO MICROCLOUD HOLOGRAM INC Technology 12,153.0 $19K NEW $1.54 +7.8%
1076 GBR NEW CONCEPT ENERGY INC Real Estate 24,011.0 $17K NEW $0.69 +7.1%
1077 CNTX CONTEXT THERAPEUTICS INC Healthcare 25,941.0 $14K NEW $0.55 -4.3%
1078 ROBIN ENERGY LTD 20,604.0 $14K NEW $0.67
1079 GETY GETTY IMAGES HOLDINGS INC Communication Services 14,886.0 $13K NEW $0.86 -67.9%
1080 USEG BIG SKY INDL INC Energy 10,993.0 $12K NEW $1.10 +26.4%
Page 54 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%