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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 9 of 55  ·  1,084 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CANTOR EQUITY PARTNERS VII I 453,124.0 $4.6M 0.00% NEW $10.09
162 SONY SONY GROUP CORP Technology 227,337.0 $4.6M 0.00% NEW $20.06 +18.1%
163 HCM IV ACQUISITION CORP 453,124.0 $4.5M 0.00% NEW $10.03
164 LINCOLN INTL INC 190,146.0 $4.5M 0.00% NEW $23.87
165 CARTESIAN GROWTH CORP IV 453,124.0 $4.5M 0.00% NEW $10.00
166 AVERIN CAP ACQUISITION CORP 453,124.0 $4.5M 0.00% NEW $9.96
167 MGNR AMERICAN BEACON SELECT FUNDS 92,900.0 $4.5M 0.00% NEW $48.55 +9.9%
168 BKNG CALL BOOKING HOLDINGS INC Consumer Cyclical 25,200.0 $4.5M 0.00% NEW $178.24 +14.9%
169 RRE VENTURES ACQUISITION COR 453,124.0 $4.5M 0.00% NEW $9.87
170 SEIV SEI EXCHANGE TRADED FUNDS 93,100.0 $4.5M 0.00% NEW $48.00 +6.3%
171 KEYSTONE ACQUISITION CORP 453,124.0 $4.5M 0.00% NEW $9.86
172 XTL SPDR SERIES TRUST 19,400.0 $4.4M 0.00% NEW $227.49 -2.9%
173 WCC WESCO INTL INC Industrials 12,729.0 $4.4M 0.00% NEW $345.43 +8.0%
174 KWEB KRANESHARES TRUST 174,006.0 $4.3M 0.00% NEW $24.47 +10.1%
175 RPV INVESCO EXCHANGE TRADED FD T 37,200.0 $4.2M 0.00% NEW $113.82 +6.9%
176 AFRM AFFIRM HLDGS INC Technology 51,322.0 $4.2M 0.00% NEW $81.55 -8.6%
177 IWX ISHARES TR 39,500.0 $4.2M 0.00% NEW $105.16 +6.4%
178 RRBI RED RIVER BANCSHARES INC Financial Services 45,258.0 $4.1M 0.00% NEW $91.28 +12.2%
179 INFLECTION PT ACQUISIT CORP 398,750.0 $4.1M 0.00% NEW $10.34
180 STLA STELLANTIS N.V Consumer Cyclical 715,244.0 $4.1M 0.00% NEW $5.74 -10.8%
Page 9 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%