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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 27 of 89  ·  1,761 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 VEON LTD 193,950.0 $10.1M 0.01% -30K -13.6% $52.21
522 KIE SPDR SERIES TRUST 165,700.0 $10.1M 0.01% -184K -52.6% $60.99 +4.1%
523 WERN WERNER ENTERPRISES INC Industrials 231,689.0 $10.1M 0.01% -27K -10.3% $43.61 -10.5%
524 EWT ISHARES INC 92,700.0 $10.1M 0.01% -201K -68.4% $108.61 -3.9%
525 METALLUS INC 536,457.0 $10.0M 0.01% -14K -2.6% $18.69
526 CRDO PUT CREDO TECHNOLOGY GROUP HOLDI Technology 36,800.0 $10.0M 0.01% -46K -55.5% $271.95 -15.5%
527 VRT PUT VERTIV HOLDINGS CO Industrials 29,700.0 $9.9M 0.01% -200.0 -0.7% $334.82 -21.7%
528 EWZ ISHARES INC 287,678.0 $9.9M 0.01% -702K -70.9% $34.50 +2.0%
529 HOOD CALL ROBINHOOD MKTS INC Financial Services 98,800.0 $9.9M 0.01% -409K -80.6% $100.28 +7.4%
530 MP PUT MP MATERIALS CORP Basic Materials 175,300.0 $9.8M 0.01% -46K -20.6% $56.01 +7.6%
531 CTBI COMMUNITY TR BANCORP INC Financial Services 135,211.0 $9.8M 0.01% -13K -8.6% $72.36 +5.8%
532 SNDK CALL SANDISK CORP Technology 4,300.0 $9.8M 0.01% -12K -73.1% $2273.73 -29.6%
533 OLN OLIN CORP Basic Materials 491,216.0 $9.7M 0.01% -704K -58.9% $19.82 -6.8%
534 NDSN NORDSON CORP Industrials 31,996.0 $9.7M 0.01% -139K -81.3% $301.69 +10.3%
535 ETN EATON CORP PLC Industrials 22,520.0 $9.6M 0.01% -15K -39.4% $426.12 -1.0%
536 ZM ZOOM COMMUNICATIONS INC Technology 110,991.0 $9.6M 0.01% -150K -57.4% $86.31 +24.2%
537 CCJ CAMECO CORP Energy 93,815.0 $9.6M 0.01% -114K -54.9% $101.86 -0.7%
538 SFM SPROUTS FMRS MKT INC Consumer Defensive 112,599.0 $9.5M 0.01% -117K -51.0% $84.58 -4.4%
539 FIVN FIVE9 INC Technology 445,487.0 $9.5M 0.01% -149K -25.1% $21.32 +53.5%
540 IWD ISHARES TR 39,173.0 $9.5M 0.01% -292K -88.2% $242.43 +6.1%
Page 27 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 4.5%
Consumer Defensive 3.8%
Real Estate 3.3%
Communication Services 3.0%