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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 36 of 61  ·  1,209 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 PPTA PERPETUA RESOURCES CORP Basic Materials 43,631.0 $1.2M 0.00% -31K -41.5% $28.12 -10.8%
702 QQMG INVESCO EXCH TRADED FD TR II 30,900.0 $1.2M 0.00% -2K -6.9% $39.56 +23.6%
703 AMD CALL ADVANCED MICRO DEVICES INC Technology 6,000.0 $1.2M 0.00% -48K -89.0% $203.43 +112.6%
704 MARA HOLDINGS INC 1,433,000.0 $1.2M 0.00% -15.5M -91.5% $0.85
705 SLP SIMULATIONS PLUS INC Healthcare 102,599.0 $1.2M 0.00% -121K -54.2% $11.82 +18.4%
706 ACRE ARES COML REAL ESTATE CORP Real Estate 252,079.0 $1.2M 0.00% -109K -30.2% $4.80 -1.7%
707 DGII DIGI INTL INC Technology 25,093.0 $1.2M 0.00% -27K -52.0% $48.20 +29.8%
708 SAR SARATOGA INVT CORP Financial Services 54,746.0 $1.2M 0.00% -13K -18.9% $21.87 +1.1%
709 TLRY TILRAY BRANDS INC Healthcare 184,843.0 $1.2M 0.00% -2K -1.0% $6.47 -18.9%
710 ARHS ARHAUS INC Consumer Cyclical 175,659.0 $1.2M 0.00% -190K -51.9% $6.78 -16.4%
711 DOW CALL DOW HLDGS INC Basic Materials 28,400.0 $1.2M 0.00% -12K -29.9% $41.65 -9.8%
712 CRTO CRITEO S A Communication Services 65,874.0 $1.2M 0.00% -334K -83.5% $17.93 -6.4%
713 LW LAMB WESTON HLDGS INC Consumer Defensive 27,798.0 $1.2M 0.00% -57K -67.3% $42.26 -2.5%
714 LPTH LIGHTPATH TECHNOLOGIES INC Technology 117,063.0 $1.2M 0.00% -209K -64.1% $10.03 +31.4%
715 FDMT 4D MOLECULAR THERAPEUTICS IN Healthcare 124,317.0 $1.2M 0.00% -213K -63.2% $9.31 -6.9%
716 HD PUT HOME DEPOT INC Consumer Cyclical 3,500.0 $1.2M 0.00% -27K -88.5% $328.89 -9.7%
717 IEO ISHARES TR 9,200.0 $1.1M 0.00% -10K -52.0% $124.90 -1.1%
718 BBH VANECK ETF TRUST 6,100.0 $1.1M 0.00% -6K -48.3% $188.02 -2.6%
719 COP CALL CONOCOPHILLIPS Energy 8,600.0 $1.1M 0.00% -14K -62.6% $132.00 -4.9%
720 JOYY JOYY INC Communication Services 19,400.0 $1.1M 0.00% -22K -53.1% $58.39 -2.5%
Page 36 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%