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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 29 of 61  ·  1,209 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 HIFS HINGHAM INSTN SVGS MASS Financial Services 7,626.0 $2.2M 0.00% -407.0 -5.1% $285.84 -4.9%
562 SHLS SHOALS TECHNOLOGIES GROUP IN Energy 330,888.0 $2.2M 0.00% -43K -11.5% $6.58 +38.9%
563 CAR AVIS BUDGET GROUP INC Industrials 14,896.0 $2.2M 0.00% -21K -58.9% $145.85 +1.9%
564 XSLV INVESCO EXCH TRADED FD TR II 45,500.0 $2.1M 0.00% -6K -11.0% $47.20 +4.3%
565 OXY PUT OCCIDENTAL PETE CORP Energy 33,000.0 $2.1M 0.00% -50K -60.2% $65.00 -5.9%
566 CRESCENT BIOPHARMA INC. 115,828.0 $2.1M 0.00% -9K -7.5% $18.37
567 CLIMB BIO INC 310,606.0 $2.1M 0.00% -256K -45.2% $6.85
568 WMB WILLIAMS COS INC Energy 29,099.0 $2.1M 0.00% -23K -43.7% $72.78 +9.7%
569 AXP CALL AMERICAN EXPRESS CO Financial Services 7,000.0 $2.1M 0.00% -2K -22.2% $302.48 +0.2%
570 KO PUT COCA COLA CO Consumer Defensive 27,800.0 $2.1M 0.00% -9K -23.8% $76.05 +7.8%
571 ARI APOLLO COML REAL ESTATE FIN Real Estate 199,270.0 $2.1M 0.00% -64K -24.3% $10.56 +3.0%
572 PMT PENNYMAC MTG INVT TR Real Estate 179,550.0 $2.1M 0.00% -158K -46.9% $11.66 -11.6%
573 LUV SOUTHWEST AIRLS CO Industrials 55,702.0 $2.1M 0.00% -37K -39.8% $37.57 +0.5%
574 O CALL REALTY INCOME CORP Real Estate 34,000.0 $2.1M 0.00% -18K -35.2% $61.18 +1.6%
575 LAUR LAUREATE ED INC Consumer Defensive 59,600.0 $2.1M 0.00% -45K -43.2% $34.84 -5.2%
576 SKT TANGER INC Real Estate 60,999.0 $2.1M 0.00% -51K -45.6% $33.98 +3.6%
577 CCSI CONSENSUS CLOUD SOLUTIONS IN Technology 87,215.0 $2.1M 0.00% -1K -1.5% $23.74 +15.3%
578 LYFT LYFT INC Technology 155,113.0 $2.1M 0.00% -3.5M -95.8% $13.30 -3.4%
579 DFIN DONNELLEY FINL SOLUTIONS INC Financial Services 43,594.0 $2.1M 0.00% -13K -23.2% $47.14 -19.4%
580 AXON PUT AXON ENTERPRISE INC Industrials 4,800.0 $2.0M 0.00% -42K -89.8% $424.69 -8.4%
Page 29 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%