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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 40 of 61  ·  1,209 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 NVO PUT NOVO-NORDISK A S Healthcare 23,300.0 $856K 0.00% -109K -82.3% $36.75 +20.5%
782 CSB VICTORY PORTFOLIOS II 13,800.0 $852K 0.00% -2K -13.8% $61.75 +1.5%
783 QABA FIRST TR EXCHANGE-TRADED FD 14,500.0 $845K 0.00% -14K -49.6% $58.24 +4.2%
784 URBN URBAN OUTFITTERS INC Consumer Cyclical 13,200.0 $836K 0.00% -239K -94.8% $63.35 +9.9%
785 BSRR SIERRA BANCORP Financial Services 24,618.0 $835K 0.00% -1K -4.4% $33.92 +11.7%
786 ALRS ALERUS FINL CORP Financial Services 35,215.0 $835K 0.00% -83K -70.1% $23.71 +15.0%
787 FMAG FIDELITY COVINGTON TRUST 26,400.0 $835K 0.00% -7K -21.7% $31.62 +12.3%
788 NPK NATIONAL PRESTO INDS INC Industrials 6,069.0 $832K 0.00% -2K -23.1% $137.06 +4.9%
789 ELF PUT E L F BEAUTY INC Consumer Defensive 13,500.0 $818K 0.00% -16K -53.6% $60.61 -9.5%
790 HPE CALL HEWLETT PACKARD ENTERPRISE C Technology 34,000.0 $810K 0.00% -183K -84.3% $23.81 +38.6%
791 MLCO MELCO RESORTS AND ENTMNT LTD Consumer Cyclical 140,500.0 $798K 0.00% -43K -23.6% $5.68 -2.6%
792 FBRT FRANKLIN BSP RLTY TR INC Real Estate 93,884.0 $797K 0.00% -684K -87.9% $8.49 +7.7%
793 ON24 INC 98,015.0 $794K 0.00% -129K -56.8% $8.10
794 CION CION INVT CORP Financial Services 115,695.0 $791K 0.00% -370K -76.2% $6.84 -3.5%
795 RIET ETF SER SOLUTIONS 87,884.0 $790K 0.00% -8K -8.0% $8.99 +4.3%
796 IBIO INC 408,858.0 $777K 0.00% -47K -10.4% $1.90
797 EOS EATON VANCE ENHANCED EQUITY Financial Services 37,718.0 $772K 0.00% -16K -30.2% $20.46 +8.1%
798 ASG LIBERTY ALL-STAR GROWTH FD I Financial Services 162,452.0 $772K 0.00% -45K -21.5% $4.75 +7.4%
799 O PUT REALTY INCOME CORP Real Estate 12,600.0 $771K 0.00% -4K -24.6% $61.18 +0.9%
800 TDOC TELADOC HEALTH INC Healthcare 138,998.0 $758K 0.00% -539K -79.5% $5.45 +16.5%
Page 40 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%