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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 58 of 61  ·  1,209 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 FMST FOREMOST CLEAN ENERGY LTD Basic Materials 39,559.0 $70K -116K -74.6% $1.76 -3.4%
1142 ORGO ORGANOGENESIS HLDGS INC Healthcare 26,997.0 $64K -240K -89.9% $2.37 +3.0%
1143 MREO MEREO BIOPHARMA GROUP PLC Healthcare 187,839.0 $62K -337K -64.2% $0.33 -25.9%
1144 RPAY REPAY HLDGS CORP Technology 22,900.0 $60K -70K -75.4% $2.60 +34.2%
1145 HOUR HOUR LOOP INC Consumer Cyclical 32,451.0 $57K -35K -52.2% $1.76 +18.4%
1146 XFOR X4 PHARMACEUTICALS INC Healthcare 13,868.0 $57K -3K -19.6% $4.13 -7.0%
1147 TKNO ALPHA TEKNOVA INC Healthcare 19,117.0 $55K -42K -68.9% $2.89 +25.6%
1148 DIGI PWR X INC 27,139.0 $55K -123K -81.9% $2.03
1149 ALTG ALTA EQUIPMENT GROUP INC Industrials 10,248.0 $55K -4K -27.6% $5.37 +17.0%
1150 BCG BINAH CAP GROUP INC Financial Services 26,702.0 $54K -2K -7.2% $2.01 -13.7%
1151 CYPH CYPHERPUNK TECHNOLOGIES INC Healthcare 66,572.0 $53K -6K -7.8% $0.79 +30.9%
1152 BLZE BACKBLAZE INC Technology 15,300.0 $53K -416K -96.5% $3.45 +110.7%
1153 JVA COFFEE HLDG CO INC Consumer Defensive 12,100.0 $51K -20K -62.3% $4.25 -0.7%
1154 LESL LESLIES INC Consumer Cyclical 43,835.0 $49K -21K -32.6% $1.12 +154.5%
1155 MDXHEALTH SA 21,184.0 $49K -27K -55.9% $2.30
1156 FRMM FORUM MARKETS INC Technology 16,316.0 $47K -79K -82.8% $2.89 +34.3%
1157 RXT RACKSPACE TECHNOLOGY INC Technology 46,601.0 $46K -614K -93.0% $0.98 +417.4%
1158 SMXT SOLARMAX TECHNOLOGY INC Energy 61,828.0 $43K -600.0 -1.0% $0.70 -21.1%
1159 QSI QUANTUM SI INC Healthcare 52,924.0 $41K -1.3M -96.2% $0.77 +12.5%
1160 MNOV MEDICINOVA INC Healthcare 29,809.0 $41K -10K -25.0% $1.37 +1.5%
Page 58 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%