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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 38 of 89  ·  1,761 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 BALL BALL CORP Consumer Cyclical 85,454.0 $5.3M 0.00% -22K -20.4% $62.40 +1.9%
742 ANIP ANI PHARMACEUTICALS INC Healthcare 64,232.0 $5.3M 0.00% -33K -33.6% $82.78 -9.0%
743 PFS PROVIDENT FINL SVCS INC Financial Services 224,644.0 $5.3M 0.00% -294K -56.7% $23.64 +0.3%
744 FEDERATED HERMES INC 96,168.0 $5.3M 0.00% -348K -78.3% $55.22
745 ALK ALASKA AIR GROUP INC Industrials 101,628.0 $5.3M 0.00% -32K -24.1% $52.20 -22.6%
746 KELYA KELLY SVCS INC Industrials 431,850.0 $5.3M 0.00% -113K -20.7% $12.28 +39.2%
747 NKTX NKARTA INC Healthcare 1,873,293.0 $5.3M 0.00% -174K -8.5% $2.83 -6.0%
748 VOOG VANGUARD ADMIRAL FDS INC 64,080.0 $5.3M 0.00% -166K -72.1% $82.62 +1.0%
749 FOR FORESTAR GROUP INC Real Estate 167,119.0 $5.3M 0.00% -13K -7.4% $31.65 -7.8%
750 SPTM SPDR SERIES TRUST 58,100.0 $5.3M 0.00% -16K -21.4% $90.79 +2.4%
751 MGK VANGUARD WORLD FD 59,920.0 $5.3M 0.00% -195K -76.5% $87.91 +1.2%
752 SLB PUT SLB LIMITED Energy 113,100.0 $5.3M 0.00% -35K -23.5% $46.49 +15.9%
753 GRAF GLOBAL CORP 484,021.0 $5.3M 0.00% -16K -3.2% $10.85
754 EGO ELDORADO GOLD CORP NEW Basic Materials 168,208.0 $5.2M 0.00% -282K -62.6% $31.09 +47.1%
755 CLX CLOROX CO DEL Consumer Defensive 54,374.0 $5.2M 0.00% -70K -56.1% $95.44 +11.8%
756 DLO DLOCAL LTD Technology 397,058.0 $5.2M 0.00% -1.1M -72.7% $12.99 +16.7%
757 MEDP MEDPACE HLDGS INC Healthcare 9,740.0 $5.2M 0.00% -167K -94.5% $529.59 +17.2%
758 ESGU ISHARES TR 31,500.0 $5.2M 0.00% -36K -53.5% $163.67 +2.5%
759 IETC ISHARES U S ETF TR 47,600.0 $5.1M 0.00% -50K -51.4% $107.35 +0.8%
760 RYANAIR HOLDINGS PLC 78,822.0 $5.1M 0.00% -56K -41.6% $64.75
Page 38 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%