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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 35 of 89  ·  1,761 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 ETN PUT EATON CORP PLC Industrials 14,900.0 $6.3M 0.01% -7K -30.7% $426.12 -1.6%
682 MRK PUT MERCK & CO INC Healthcare 49,300.0 $6.3M 0.01% -6K -10.8% $128.50 +18.7%
683 EWW ISHARES INC 84,100.0 $6.3M 0.01% -120K -58.8% $75.27 +2.8%
684 CENCORA INC 22,228.0 $6.3M 0.01% -822.0 -3.6% $282.98
685 MBX MBX BIOSCIENCES INC Healthcare 113,475.0 $6.3M 0.01% -2K -1.4% $55.20 +20.2%
686 MRK MERCK & CO INC Healthcare 48,625.0 $6.2M 0.01% -16K -24.4% $128.50 +18.7%
687 LXFR LUXFER HLDGS PLC Industrials 346,312.0 $6.2M 0.01% -11K -3.0% $18.04 -4.7%
688 PAGS PAGSEGURO DIGITAL LTD Technology 689,368.0 $6.2M 0.01% -496K -41.9% $9.05 -4.8%
689 MYRG MYR GROUP INC Industrials 12,413.0 $6.2M 0.00% -54K -81.2% $500.40 -37.9%
690 VST PUT VISTRA CORP Utilities 39,100.0 $6.2M 0.00% -12K -23.6% $158.63 -14.1%
691 HCKT HACKETT GROUP INC Technology 573,374.0 $6.2M 0.00% -226K -28.2% $10.77 +2.9%
692 ROK ROCKWELL AUTOMATION INC Industrials 12,360.0 $6.1M 0.00% -15K -54.2% $495.08 -11.7%
693 GLRE GREENLIGHT CAP RE LTD Financial Services 377,142.0 $6.1M 0.00% -17K -4.3% $16.18 -5.5%
694 T AT&T INC Communication Services 294,669.0 $6.1M 0.00% -1.6M -84.3% $20.70 +22.3%
695 CFG CITIZENS FINL GROUP INC Financial Services 86,623.0 $6.1M 0.00% -351K -80.2% $70.07 -0.3%
696 ONEQ FIDELITY COMWLTH TR 58,600.0 $6.0M 0.00% -318K -84.4% $103.22 -0.1%
697 PJT PJT PARTNERS INC Financial Services 39,588.0 $6.0M 0.00% -45K -53.4% $150.94 +15.9%
698 ARCB ARCBEST CORP Industrials 41,624.0 $6.0M 0.00% -55K -57.0% $143.54 -2.2%
699 RGTI RIGETTI COMPUTING INC Technology 307,860.0 $5.9M 0.00% -2.5M -89.0% $19.32 -7.3%
700 WRLD WORLD ACCEP CORPORATION Financial Services 26,468.0 $5.9M 0.00% -12K -30.9% $223.83 -15.9%
Page 35 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%