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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 44 of 61  ·  1,209 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 FORR FORRESTER RESH INC Industrials 101,601.0 $575K -20K -16.2% $5.66 +16.5%
862 EFSI EAGLE FINL SVCS INC Financial Services 16,413.0 $574K -2K -11.2% $34.98 +6.9%
863 TGLS TECNOGLASS INC Basic Materials 12,880.0 $574K -30K -69.7% $44.55 -13.2%
864 NEWP NEW PAC METALS CORP Basic Materials 137,100.0 $568K -88K -39.1% $4.14 +19.1%
865 LYB PUT LYONDELLBASELL INDUSTRIES NV Basic Materials 7,000.0 $564K -6K -46.1% $80.56 -8.1%
866 TRDA ENTRADA THERAPEUTICS INC Healthcare 44,602.0 $563K -5K -9.5% $12.62 -54.9%
867 CLX CALL CLOROX CO DEL Consumer Defensive 5,400.0 $560K -8K -58.5% $103.63 -12.6%
868 EXC EXELON CORP Utilities 11,414.0 $560K -6K -33.6% $49.02 -10.2%
869 AMERICAN BITCOIN CORP. 601,126.0 $556K -2.0M -77.0% $0.92
870 JACK JACK IN THE BOX INC Consumer Cyclical 57,398.0 $555K -173K -75.1% $9.67 +12.2%
871 DHI PUT D R HORTON INC Consumer Cyclical 4,000.0 $549K -3K -42.9% $137.22 -2.2%
872 COF CALL CAPITAL ONE FINL CORP Financial Services 3,000.0 $547K -10K -76.9% $182.43 +0.8%
873 BLDR BUILDERS FIRSTSOURCE INC Industrials 6,577.0 $541K -176K -96.4% $82.33 -18.4%
874 ACRV ACRIVON THERAPEUTICS INC Healthcare 389,395.0 $541K -196K -33.4% $1.39 +15.8%
875 FXNC FIRST NATL CORP VA Financial Services 19,801.0 $533K -555.0 -2.7% $26.92 +2.0%
876 WDC WESTERN DIGITAL CORP Technology 1,970.0 $533K -308K -99.4% $270.49 +68.5%
877 SRAD SPORTRADAR GROUP AG Technology 31,800.0 $532K -66K -67.5% $16.74 -20.8%
878 CSM PROSHARES TR 7,100.0 $531K -6K -46.2% $74.82 +12.2%
879 ISSC INNOVATIVE SOLUTIONS & SUPPO Industrials 25,858.0 $531K -22K -46.3% $20.53 -25.0%
880 GILD CALL GILEAD SCIENCES INC Healthcare 3,800.0 $530K -1K -25.5% $139.37 -7.6%
Page 44 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%