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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 42 of 61  ·  1,209 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 SOLID BIOSCIENCES INC 92,207.0 $664K 0.00% -61K -39.9% $7.20
822 SPRU SPRUCE POWER HOLDING CORP Energy 161,787.0 $663K 0.00% -28K -14.9% $4.10 -31.7%
823 BBNX BETA BIONICS INC Healthcare 65,495.0 $656K 0.00% -345K -84.0% $10.02 -6.0%
824 MATW MATTHEWS INTL CORP Industrials 25,355.0 $655K 0.00% -8K -25.0% $25.82 +4.0%
825 PINS CALL PINTEREST INC Communication Services 35,600.0 $653K 0.00% -20K -36.2% $18.34 +8.7%
826 FSK FS KKR CAP CORP Financial Services 63,789.0 $649K 0.00% -37K -36.8% $10.18 +5.3%
827 POWL PUT POWELL INDS INC Industrials 1,200.0 $649K 0.00% -1K -53.9% $541.08 -50.7%
828 HNI HNI CORP Industrials 19,386.0 $647K 0.00% -35K -64.3% $33.39 -9.7%
829 CTRN CITI TRENDS INC Consumer Cyclical 14,940.0 $647K 0.00% -662.0 -4.2% $43.32 -6.4%
830 GO GROCERY OUTLET HLDG CORP Consumer Defensive 91,486.0 $645K 0.00% -57K -38.5% $7.05 +7.7%
831 TSSI TSS INC DEL Technology 49,518.0 $644K 0.00% -43K -46.7% $13.01 -17.8%
832 HRZN HORIZON TECHNOLOGY FIN CORP Financial Services 150,179.0 $632K 0.00% -369K -71.1% $4.21 -4.5%
833 GTN GRAY MEDIA INC Communication Services 145,365.0 $631K 0.00% -142K -49.3% $4.34 -3.0%
834 INVZ INNOVIZ TECHNOLOGIES LTD Consumer Cyclical 992,958.0 $628K 0.00% -1.2M -54.7% $0.63 +10.7%
835 IGIC INTL GNRL INSURANCE HLDNGS L Financial Services 25,829.0 $626K 0.00% -8K -22.7% $24.23 +4.3%
836 SUZ SUZANO S A Basic Materials 62,500.0 $626K 0.00% -125K -66.7% $10.01 -16.4%
837 FLR CALL FLUOR CORP Industrials 13,400.0 $625K 0.00% -51K -79.1% $46.65 -4.9%
838 PGAC PANTAGES CAPITAL ACQUISITION Financial Services 59,369.0 $622K 0.00% -213K -78.2% $10.48 +0.5%
839 TECB ISHARES TR 11,200.0 $621K 0.00% -34K -74.9% $55.48 +22.4%
840 PROK PROKIDNEY CORP Healthcare 346,382.0 $620K 0.00% -119K -25.6% $1.79 -10.1%
Page 42 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%