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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 49 of 61  ·  1,209 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 QUANTUMSPHERE ACQUISITION CO 35,291.0 $357K -182K -83.8% $10.12
962 TTD PUT THE TRADE DESK INC Technology 15,700.0 $356K -94K -85.7% $22.69 -6.8%
963 CBT CABOT CORP Basic Materials 4,708.0 $355K -14K -74.5% $75.31 +8.8%
964 RGP RESOURCES CONNECTION INC Industrials 94,578.0 $353K -40K -29.6% $3.73 +15.3%
965 WF WOORI FINL GROUP INC Financial Services 5,259.0 $350K -9K -63.5% $66.60 -4.8%
966 CALL DAVE INC 2,000.0 $348K -5K -71.0% $174.09
967 TSQ TOWNSQUARE MEDIA INC Communication Services 62,766.0 $341K -32K -33.5% $5.43 +10.9%
968 ED CALL CONSOLIDATED EDISON INC Utilities 3,000.0 $340K -3K -53.1% $113.18 -6.9%
969 ED PUT CONSOLIDATED EDISON INC Utilities 3,000.0 $340K -1K -25.0% $113.18 -6.9%
970 KYNB KYNTRA BIO INC Healthcare 49,511.0 $336K -12K -19.1% $6.78 +0.7%
971 CRDF CARDIFF ONCOLOGY INC Healthcare 206,990.0 $335K -518K -71.5% $1.62 +4.3%
972 UPS PUT UNITED PARCEL SVCS INC Industrials 3,400.0 $334K -86K -96.2% $98.38 +0.6%
973 APOS CALL APOLLO GLOBAL MGMT INC Financial Services 3,000.0 $334K -4K -57.1% $111.42 -76.8%
974 SE CALL SEA LTD Consumer Cyclical 4,000.0 $331K -5K -55.1% $82.81 +6.5%
975 SMA SMARTSTOP SELF STORAG REIT I Real Estate 10,900.0 $330K -7K -39.2% $30.28 -2.1%
976 PUT EXPAND ENERGY CORPORATION 3,000.0 $329K -12K -80.0% $109.78
977 GSAT GLOBALSTAR INC Communication Services 4,955.0 $329K -38K -88.4% $66.42 +23.4%
978 LAW CS DISCO INC Technology 84,854.0 $324K -74K -46.5% $3.82 -5.0%
979 PEPG PEPGEN INC Healthcare 181,705.0 $322K -86K -32.0% $1.77 -16.9%
980 EVER EVERQUOTE INC Communication Services 20,800.0 $321K -149K -87.7% $15.42 +13.4%
Page 49 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%