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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 8 of 54  ·  1,074 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 DOC HEALTHPEAK PROPERTIES INC Real Estate 483,584.0 $7.9M 0.01% NEW $16.43 +17.8%
142 XES SPDR SERIES TRUST 68,190.0 $7.9M 0.01% NEW $116.33 +14.8%
143 DRVN DRIVEN BRANDS HLDGS INC Consumer Cyclical 626,310.0 $7.9M 0.01% NEW $12.61 +3.1%
144 CBC CENTRAL BANCOMPANY Financial Services 328,921.0 $7.9M 0.01% NEW $23.95 +14.6%
145 COIN COINBASE GLOBAL INC Financial Services 44,770.0 $7.8M 0.01% NEW $174.61 +8.5%
146 ALNYLAM PHARMACEUTICALS INC 6,000,000.0 $7.7M 0.01% NEW $1.28
147 SOLV ENERGY INC 254,944.0 $7.7M 0.01% NEW $30.03
148 WBI WATERBRIDGE INFRASTRUCTURE L Energy 280,669.0 $7.5M 0.01% NEW $26.79 +14.7%
149 GLPI GAMING & LEISURE P Real Estate 168,028.0 $7.5M 0.01% NEW $44.37 +4.5%
150 NPO ENPRO INC Industrials 29,703.0 $7.4M 0.01% NEW $250.65 +24.4%
151 HST HOST HOTELS & RESORTS INC Real Estate 385,874.0 $7.4M 0.01% NEW $19.16 +11.6%
152 BILI BILIBILI INC Technology 327,228.0 $7.4M 0.01% NEW $22.56 -13.0%
153 SILVERCORP METALS INC 2,800,000.0 $7.2M 0.01% NEW $2.56
154 CSTM CONSTELLIUM SE Basic Materials 288,900.0 $7.1M 0.01% NEW $24.58 +29.8%
155 TNK TEEKAY TANKERS LTD Energy 95,989.0 $7.0M 0.01% NEW $73.32 +5.3%
156 ATAIBECKLEY INC 1,975,552.0 $7.0M 0.01% NEW $3.54
157 AXP AMERICAN EXPRESS CO Financial Services 23,049.0 $7.0M 0.01% NEW $302.48 +3.2%
158 OGS ONE GAS INC Utilities 79,166.0 $6.8M 0.01% NEW $86.13 -4.4%
159 RPG INVESCO EXCHANGE TRADED FD T 145,430.0 $6.8M 0.01% NEW $46.74 +19.7%
160 AZO CALL AUTOZONE INC Consumer Cyclical 2,000.0 $6.8M 0.01% NEW $3377.78 -0.4%
Page 8 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%