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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 13 of 89  ·  1,761 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 MIAMI INTL HLDGS INC 888,109.0 $33.0M 0.02% -6K -0.6% $37.16
242 OMCL OMNICELL COM Healthcare 794,781.0 $33.0M 0.02% -257K -24.4% $41.52 -14.3%
243 KBE SPDR SERIES TRUST 480,940.0 $32.8M 0.02% -494K -50.6% $68.22 +0.9%
244 CUZ COUSINS PPTYS INC Real Estate 1,090,361.0 $32.7M 0.02% -383K -26.0% $29.98 -0.6%
245 CAMT CAMTEK LTD Technology 199,476.0 $32.5M 0.02% -38K -16.1% $163.12 -8.5%
246 PSEC PROSPECT CAP CORP Financial Services 14,082,619.0 $32.5M 0.02% -1.8M -11.2% $2.31 -0.5%
247 CVSA COVISTA INC Consumer Cyclical 259,443.0 $32.3M 0.02% -235K -47.5% $124.66 +3.4%
248 TFII TFI INTERNATIONAL INC Industrials 224,985.0 $32.3M 0.02% -7K -2.9% $143.57 -2.9%
249 META CALL META PLATFORMS INC Communication Services 57,000.0 $32.1M 0.02% -32K -36.2% $563.29 -4.1%
250 ALRM ALARM COM HLDGS INC Technology 676,619.0 $31.6M 0.02% -5K -0.7% $46.72 +22.3%
251 JBS N.V. 2,664,312.0 $31.6M 0.02% -912K -25.5% $11.85
252 RHI ROBERT HALF INC. Industrials 1,024,300.0 $31.4M 0.02% -61K -5.6% $30.70 +44.2%
253 GNRC GENERAC HLDGS INC Industrials 106,849.0 $31.3M 0.02% -149K -58.3% $292.81 -29.6%
254 CHCO CITY HLDG CO Financial Services 234,622.0 $31.1M 0.02% -15K -6.2% $132.64 +8.4%
255 CWEN CLEARWAY ENERGY INC Utilities 909,064.0 $31.1M 0.02% -356K -28.1% $34.18 -4.1%
256 DEA EASTERLY GOVT PPTYS INC Real Estate 1,243,235.0 $31.0M 0.02% -117K -8.6% $24.93 -0.6%
257 AIN ALBANY INTL CORP Consumer Cyclical 412,149.0 $30.7M 0.02% -22K -5.0% $74.50 -20.8%
258 SLM SLM CORP Financial Services 1,176,708.0 $30.5M 0.02% -300K -20.3% $25.94 +0.2%
259 ALC ALCON AG Healthcare 454,562.0 $30.5M 0.02% -131K -22.4% $67.10 +9.2%
260 ALAB PUT ASTERA LABS INC Technology 62,500.0 $30.2M 0.02% -68K -52.1% $483.02 -40.0%
Page 13 of 89  ·  1,761 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%