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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 54 of 61  ·  1,209 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 BOSC BOS BETTER ONLINE SOLUTIONS Technology 43,453.0 $195K -5K -9.5% $4.49 -0.4%
1062 CLAR CLARUS CORP NEW Consumer Cyclical 71,322.0 $194K -11K -13.7% $2.72 +7.4%
1063 OPK OPKO HEALTH INC Healthcare 170,000.0 $194K -565K -76.9% $1.14 -3.5%
1064 BCP INVESTMENT CORPORATION 25,344.0 $191K -112K -81.6% $7.52
1065 RDNW RIDENOW GROUP INC Consumer Cyclical 26,771.0 $189K -30K -52.7% $7.06 -47.5%
1066 GNE GENIE ENERGY LTD Utilities 13,286.0 $188K -5K -28.7% $14.14 -5.5%
1067 AIRS AIRSCULPT TECHNOLOGIES INC Healthcare 66,071.0 $187K -251K -79.1% $2.83 +68.2%
1068 FLWS 1 800 FLOWERS COM INC Consumer Cyclical 61,172.0 $186K -103K -62.8% $3.04 +42.4%
1069 MBC MASTERBRAND INC Consumer Cyclical 22,000.0 $183K -110K -83.4% $8.31 -15.8%
1070 UEC PUT URANIUM ENERGY CORP Energy 13,400.0 $181K -38K -74.0% $13.50 +1.1%
1071 PALLADYNE AI CORP 29,193.0 $177K -32K -52.4% $6.07
1072 DSGN DESIGN THERAPEUTICS INC Healthcare 16,300.0 $173K -30K -64.8% $10.64 +35.1%
1073 TGEN TECOGEN INC NEW Industrials 67,418.0 $173K -151K -69.2% $2.56 +148.0%
1074 ALIGOS THERAPEUTICS INC 23,093.0 $172K -58K -71.4% $7.43
1075 IFRX INFLARX NV Healthcare 189,075.0 $169K -217K -53.5% $0.89 +179.5%
1076 MCRB SERES THERAPEUTICS INC Healthcare 18,794.0 $167K -7K -27.0% $8.87 -14.4%
1077 ZVIA ZEVIA PBC Consumer Defensive 138,500.0 $162K -543K -79.7% $1.17 +17.9%
1078 NREF NEXPOINT REAL ESTATE FIN INC Real Estate 11,991.0 $162K -23K -65.5% $13.47 +11.8%
1079 AURORA CANNABIS INC 49,289.0 $161K -722K -93.6% $3.27
1080 CURI CURIOSITYSTREAM INC Communication Services 53,312.0 $158K -34K -38.9% $2.96 -7.3%
Page 54 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%