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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 53 of 89  ·  1,761 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 CRM PUT SALESFORCE INC Technology 13,600.0 $2.1M 0.00% -48K -77.9% $156.66 +33.5%
1042 DIN DINE BRANDS GLOBAL INC Consumer Cyclical 59,121.0 $2.1M 0.00% -279K -82.5% $35.90 -0.2%
1043 SYBT STOCK YDS BANCORP INC Financial Services 27,556.0 $2.1M 0.00% -35K -55.9% $76.47 +7.1%
1044 WEAV WEAVE COMMUNICATIONS INC Technology 350,917.0 $2.1M 0.00% -215K -38.0% $5.99 +21.7%
1045 ALEC ALECTOR INC Healthcare 1,045,376.0 $2.1M 0.00% -234K -18.3% $2.01 +17.4%
1046 AON AON PLC Financial Services 6,297.0 $2.1M 0.00% -13K -67.8% $331.69 +7.1%
1047 DPZ DOMINOS PIZZA INC Consumer Cyclical 7,040.0 $2.1M 0.00% -106K -93.8% $296.04 +15.5%
1048 SDVY FIRST TR EXCHANGE TRADED FD 48,200.0 $2.1M 0.00% -31K -39.5% $43.14 +1.7%
1049 AEVA AEVA TECHNOLOGIES INC Consumer Cyclical 72,196.0 $2.1M 0.00% -102K -58.6% $28.72 -36.3%
1050 LIBERTY CAP CORP 95,562.0 $2.1M 0.00% -529K -84.7% $21.56
1051 AVD AMERICAN VANGUARD CORP Basic Materials 732,819.0 $2.1M 0.00% -13K -1.8% $2.80 -17.9%
1052 HIFS HINGHAM INSTN SVGS MASS Financial Services 6,669.0 $2.0M 0.00% -957.0 -12.6% $307.15 -3.2%
1053 OPCH OPTION CARE HEALTH INC Healthcare 97,596.0 $2.0M 0.00% -86K -46.9% $20.97 +13.0%
1054 XZO EXZEO GROUP INC Financial Services 121,216.0 $2.0M 0.00% -77K -38.9% $16.87 -0.0%
1055 FLNA FILANA THERAPEUTICS INC Healthcare 1,711,358.0 $2.0M 0.00% -277K -13.9% $1.19 -19.2%
1056 MGRC MCGRATH RENTCORP Industrials 16,662.0 $2.0M 0.00% -125K -88.2% $121.03 -3.6%
1057 EWTX EDGEWISE THERAPEUTICS INC Healthcare 49,548.0 $2.0M 0.00% -1K -2.6% $40.63 +8.7%
1058 CLBT CELLEBRITE DI LTD Technology 137,336.0 $2.0M 0.00% -95K -40.8% $14.60 -24.3%
1059 PBW INVESCO EXCHANGE TRADED FD T 50,816.0 $2.0M 0.00% -379K -88.2% $39.01 -14.7%
1060 EGAN EGAIN CORP Technology 311,879.0 $2.0M 0.00% -66K -17.5% $6.30 +15.9%
Page 53 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%