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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 45 of 89  ·  1,761 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 FF FUTUREFUEL CORP Basic Materials 782,079.0 $3.5M 0.00% -46K -5.5% $4.52 +23.0%
882 MLKN MILLERKNOLL INC Consumer Cyclical 172,108.0 $3.5M 0.00% -79K -31.5% $20.46 +12.6%
883 DCBO DOCEBO INC Technology 196,195.0 $3.5M 0.00% -78K -28.4% $17.90 +37.9%
884 HIVE HIVE DIGITAL TECHNOLOGIES LT Financial Services 958,628.0 $3.5M 0.00% -5.1M -84.3% $3.64 -16.8%
885 GATX GATX CORP Industrials 19,691.0 $3.5M 0.00% -984.0 -4.8% $177.19 -0.1%
886 PNNT PENNANTPARK INVT CORP Financial Services 1,003,527.0 $3.5M 0.00% -657K -39.6% $3.47 +7.5%
887 TLN TALEN ENERGY CORP Utilities 9,053.0 $3.5M 0.00% -616.0 -6.4% $384.26 -18.2%
888 HCC WARRIOR MET COAL INC Energy 42,347.0 $3.4M 0.00% -256K -85.8% $81.16 +31.5%
889 OCGN OCUGEN INC Healthcare 2,230,179.0 $3.4M 0.00% -21K -0.9% $1.53 -9.2%
890 DCH DAUCH CORP Industrials 628,180.0 $3.4M 0.00% -237K -27.4% $5.42 +26.9%
891 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 12,930.0 $3.4M 0.00% -48K -78.6% $263.26 +40.0%
892 LII LENNOX INTL INC Industrials 5,876.0 $3.4M 0.00% -4K -37.7% $572.95 -29.7%
893 NATWEST GROUP PLC 190,100.0 $3.4M 0.00% -1K -0.7% $17.63
894 PRG PROG HOLDINGS INC Industrials 71,740.0 $3.3M 0.00% -31K -29.8% $46.61 -16.8%
895 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 43,279.0 $3.3M 0.00% -273K -86.3% $76.88 -1.1%
896 YUM YUM BRANDS INC Consumer Cyclical 20,797.0 $3.3M 0.00% -700.0 -3.3% $159.86 -4.3%
897 IART INTEGRA LIFESCIENCES HLDGS C Healthcare 184,955.0 $3.3M 0.00% -28K -13.1% $17.96 -6.8%
898 NNDM NANO DIMENSION LTD Technology 2,285,332.0 $3.3M 0.00% -243K -9.6% $1.45 +6.2%
899 HD CALL HOME DEPOT INC Consumer Cyclical 9,300.0 $3.3M 0.00% -6K -39.2% $352.68 -4.8%
900 AAOI APPLIED OPTOELECTRONICS INC Technology 22,113.0 $3.3M 0.00% -319K -93.5% $148.16 -15.8%
Page 45 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%