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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 32 of 89  ·  1,761 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 FNCL FIDELITY COVINGTON TRUST 98,700.0 $7.6M 0.01% -50K -33.8% $76.56 +7.0%
622 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 75,390.0 $7.5M 0.01% -140K -65.0% $100.07 +7.9%
623 FITB FIFTH THIRD BANCORP Financial Services 133,381.0 $7.5M 0.01% -425K -76.1% $56.37 -2.7%
624 MTA METALLA RTY & STREAMING LTD Basic Materials 985,337.0 $7.5M 0.01% -77K -7.3% $7.61 +46.4%
625 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 671,181.0 $7.5M 0.01% -213K -24.1% $11.15 -8.3%
626 EWJ ISHARES INC 80,100.0 $7.5M 0.01% -348K -81.3% $93.27 +2.0%
627 JBHT HUNT J B TRANS SVCS INC Industrials 25,600.0 $7.4M 0.01% -3K -11.4% $289.43 -4.8%
628 PB PROSPERITY BANCSHARES INC Financial Services 101,231.0 $7.4M 0.01% -192K -65.5% $73.03 -0.4%
629 JNJ CALL JOHNSON & JOHNSON Healthcare 29,100.0 $7.4M 0.01% -15K -33.4% $253.97 +6.4%
630 THC TENET HEALTHCARE CORP Healthcare 39,497.0 $7.4M 0.01% -1K -2.5% $187.08 +50.1%
631 CYH COMMUNITY HEALTH SYS INC NEW Healthcare 2,205,336.0 $7.4M 0.01% -795K -26.5% $3.34 -9.9%
632 WDC CALL WESTERN DIGITAL CORP Technology 11,500.0 $7.3M 0.01% -3K -19.6% $638.72 -28.1%
633 GAU GALIANO GOLD INC Basic Materials 3,919,488.0 $7.3M 0.01% -713K -15.4% $1.87 +25.1%
634 SEANERGY MARITIME HLDGS CORP 542,398.0 $7.3M 0.01% -14K -2.5% $13.43
635 NEXTERA ENERGY CAP HLDGS INC 5,517,000.0 $7.2M 0.01% -19.5M -78.0% $1.31
636 ALT ALTIMMUNE INC Healthcare 2,381,142.0 $7.2M 0.01% -98K -3.9% $3.04 +2.3%
637 MSFT CALL MICROSOFT CORP Technology 19,400.0 $7.2M 0.01% -31K -61.2% $373.02 +29.5%
638 KMPR KEMPER CORP Financial Services 268,352.0 $7.2M 0.01% -475K -63.9% $26.96 +0.3%
639 TFC TRUIST FINL CORP Financial Services 144,813.0 $7.2M 0.01% -2.1M -93.5% $49.82 +1.2%
640 CRC CALIFORNIA RES CORP Energy 136,050.0 $7.2M 0.01% -11K -7.7% $52.87 +0.7%
Page 32 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%