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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 57 of 89  ·  1,761 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 GRPN GROUPON INC Communication Services 66,725.0 $1.6M 0.00% -76K -53.2% $24.06 -18.6%
1122 IX ORIX CORP Financial Services 42,137.0 $1.6M 0.00% -99K -70.1% $38.04 +1.2%
1123 AMRN AMARIN CORP PLC Healthcare 100,511.0 $1.6M 0.00% -7K -6.5% $15.94 -11.6%
1124 DIVERSIFIED ENERGY CO 115,577.0 $1.6M 0.00% -751K -86.7% $13.86
1125 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 25,722.0 $1.6M 0.00% -4K -14.2% $62.22 -31.6%
1126 TSHA TAYSHA GENE THERAPIES INC Healthcare 234,716.0 $1.6M 0.00% -507K -68.4% $6.81 -10.6%
1127 GM PUT GENERAL MTRS CO Consumer Cyclical 20,700.0 $1.6M 0.00% -52K -71.6% $77.08 +14.1%
1128 LEU PUT CENTRUS ENERGY CORP Energy 9,500.0 $1.6M 0.00% -37K -79.5% $167.87 +11.0%
1129 STRW STRAWBERRY FIELDS REIT INC Real Estate 115,945.0 $1.6M 0.00% -15K -11.6% $13.75 +0.4%
1130 SPYI NEOS ETF TRUST 30,000.0 $1.6M 0.00% -314K -91.3% $53.09 +0.7%
1131 USAR PUT USA RARE EARTH INC Basic Materials 73,800.0 $1.6M 0.00% -78K -51.5% $21.58 -10.8%
1132 TMFC RBB FD INC 20,800.0 $1.6M 0.00% -92K -81.5% $76.16 +2.9%
1133 ACI ALBERTSONS COMPANIES INC Consumer Defensive 115,987.0 $1.6M 0.00% -5K -4.0% $13.53 -8.5%
1134 THRY THRYV HLDGS INC Communication Services 398,164.0 $1.6M 0.00% -148K -27.1% $3.94 -47.2%
1135 CAH PUT CARDINAL HEALTH INC Healthcare 6,600.0 $1.6M 0.00% -4K -39.5% $237.56 -3.4%
1136 MPAA MOTORCAR PTS AMER INC Consumer Cyclical 101,937.0 $1.6M 0.00% -13K -11.2% $15.32 -22.0%
1137 LULU LULULEMON ATHLETICA INC Consumer Cyclical 13,677.0 $1.6M 0.00% -69K -83.4% $114.18 +6.0%
1138 KRC KILROY REALTY CORP Real Estate 41,600.0 $1.6M 0.00% -237K -85.0% $37.47 -2.4%
1139 CDE COEUR MNG INC Basic Materials 95,457.0 $1.6M 0.00% -4.9M -98.1% $16.32 +28.5%
1140 SCHL SCHOLASTIC CORP Communication Services 33,591.0 $1.5M 0.00% -8K -19.0% $46.00 -12.7%
Page 57 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%