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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 58 of 89  ·  1,761 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 LXRX LEXICON PHARMACEUTICALS INC Healthcare 643,444.0 $1.5M 0.00% -556K -46.4% $2.40 -4.2%
1142 SKYT SKYWATER TECHNOLOGY INC Technology 44,344.0 $1.5M 0.00% -9K -17.2% $34.82 -6.8%
1143 BWAY BRAINSWAY LTD Healthcare 99,545.0 $1.5M 0.00% -29K -22.3% $15.51 -5.0%
1144 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 30,192.0 $1.5M 0.00% -56K -64.9% $50.99 -2.3%
1145 ORCL CALL ORACLE CORP Technology 10,500.0 $1.5M 0.00% -36K -77.5% $146.55 -0.1%
1146 TLN CALL TALEN ENERGY CORP Utilities 4,000.0 $1.5M 0.00% -28K -87.3% $384.26 -18.2%
1147 IDYA IDEAYA BIOSCIENCES INC Healthcare 41,205.0 $1.5M 0.00% -78K -65.4% $37.27 +6.4%
1148 BIIB BIOGEN INC Healthcare 7,105.0 $1.5M 0.00% -2K -24.8% $216.06 +0.3%
1149 BUSE FIRST BUSEY CORP Financial Services 52,024.0 $1.5M 0.00% -129K -71.2% $29.50 +2.7%
1150 GTX GARRETT MOTION INC Consumer Cyclical 42,300.0 $1.5M 0.00% -263K -86.1% $36.23 -26.5%
1151 QCOM CALL QUALCOMM INC Technology 8,200.0 $1.5M 0.00% -9K -52.9% $184.79 -13.0%
1152 HAIN HAIN CELESTIAL GROUP INC Consumer Defensive 2,701,937.0 $1.5M 0.00% -107K -3.8% $0.56 +41.6%
1153 DAKT DAKTRONICS INC Technology 76,039.0 $1.5M 0.00% -41K -34.8% $19.56 -1.8%
1154 RLMD RELMADA THERAPEUTICS INC Healthcare 214,915.0 $1.5M 0.00% -193K -47.3% $6.92 -33.1%
1155 CCJ PUT CAMECO CORP Energy 14,600.0 $1.5M 0.00% -4K -22.3% $101.86 +0.6%
1156 USAR CALL USA RARE EARTH INC Basic Materials 68,800.0 $1.5M 0.00% -41K -37.6% $21.58 -10.8%
1157 WU WESTERN UN CO Financial Services 191,930.0 $1.5M 0.00% -4.8M -96.2% $7.70 -5.3%
1158 GALT GALECTIN THERAPEUTICS INC Healthcare 318,245.0 $1.5M 0.00% -149K -31.9% $4.64 -20.7%
1159 AA CALL ALCOA CORP Basic Materials 28,300.0 $1.5M 0.00% -7K -19.4% $52.14 -0.6%
1160 KMI CALL KINDER MORGAN INC DEL Energy 46,100.0 $1.5M 0.00% -14K -23.2% $31.97 -3.1%
Page 58 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%