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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 24 of 61  ·  1,209 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 11,107.0 $3.6M 0.00% -71K -86.4% $321.40 +9.5%
462 PHVS PHARVARIS N V Healthcare 126,076.0 $3.6M 0.00% -89K -41.4% $28.25 +2.0%
463 CRL CHARLES RIV LABS INTL INC Healthcare 20,623.0 $3.6M 0.00% -7K -26.6% $172.50 -13.1%
464 ANDRETTI ACQUISITION CORP II 333,275.0 $3.5M 0.00% -167K -33.3% $10.64
465 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 38,825.0 $3.5M 0.00% -41K -51.1% $91.37 -21.0%
466 NAT NORDIC AMERICAN TANKERS LIMI Industrials 605,116.0 $3.5M 0.00% -80K -11.6% $5.86 -6.1%
467 GATX GATX CORP Industrials 20,675.0 $3.5M 0.00% -13K -38.8% $170.74 +0.3%
468 QCLN FIRST TR EXCHANGE-TRADED FD 75,800.0 $3.5M 0.00% -80K -51.2% $46.47 +23.4%
469 UNH PUT UNITEDHEALTH GROUP INC Healthcare 13,000.0 $3.5M 0.00% -54K -80.7% $270.59 +44.5%
470 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 282,677.0 $3.5M 0.00% -18K -6.1% $12.43 -5.0%
471 USB US BANCORP Financial Services 67,003.0 $3.5M 0.00% -228K -77.3% $52.01 +2.8%
472 SANA SANA BIOTECHNOLOGY INC Healthcare 1,198,579.0 $3.5M 0.00% -381K -24.1% $2.88 +5.6%
473 MBX MBX BIOSCIENCES INC Healthcare 115,075.0 $3.4M 0.00% -23K -17.0% $29.85 +3.8%
474 ETSY INC 68,434.0 $3.4M 0.00% -12K -15.4% $49.98
475 CWH CAMPING WORLD HLDGS INC Consumer Cyclical 500,172.0 $3.4M 0.00% -138K -21.6% $6.83 +2.2%
476 YORW YORK WTR CO Utilities 111,807.0 $3.4M 0.00% -5K -4.4% $30.45 -3.8%
477 WTS WATTS WATER TECHNOLOGIES INC Industrials 11,685.0 $3.4M 0.00% -1K -10.6% $290.29 +4.0%
478 DDS DILLARDS INC Consumer Cyclical 5,915.0 $3.4M 0.00% -5K -46.6% $572.11 -7.3%
479 A PARADISE ACQUISITION CORP 332,419.0 $3.4M 0.00% -393K -54.1% $10.17
480 ENTA ENANTA PHARMACEUTICALS INC Healthcare 267,364.0 $3.4M 0.00% -18K -6.3% $12.63 +6.5%
Page 24 of 61  ·  1,209 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%