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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 60 of 61  ·  1,209 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 KAIROS PHARMA LTD 39,543.0 $22K -54K -57.9% $0.56
1182 NFE NEW FORTRESS ENERGY INC Utilities 35,262.0 $21K -587K -94.3% $0.59 +9.3%
1183 BT BRANDS INC 11,340.0 $20K -9K -44.1% $1.75
1184 QRHC QUEST RESOURCE HLDG CORP Industrials 16,401.0 $20K -40K -70.7% $1.19 -12.6%
1185 PRESURANCE HOLDINGS INC 31,569.0 $16K -48K -60.5% $0.51
1186 GXAI GAXOS.AI INC Technology 13,239.0 $16K -21K -61.7% $1.21 -0.0%
1187 SKYE BIOSCIENCE INC 25,684.0 $16K -26K -50.3% $0.61
1188 PASITHEA THERAPEUTICS CORP 21,054.0 $16K -28K -56.8% $0.74
1189 CGTX COGNITION THERAPEUTICS INC Healthcare 19,229.0 $15K -28K -59.7% $0.76 +44.8%
1190 SLQT SELECTQUOTE INC Financial Services 21,458.0 $14K -59K -73.2% $0.63 +76.3%
1191 MBIO MUSTANG BIO INC Healthcare 16,754.0 $12K -23K -58.1% $0.73 -16.9%
1192 CITIUS PHARMACEUTICALS INC 13,138.0 $12K -48K -78.4% $0.90
1193 UAVS AGEAGLE AERIAL SYS INC NEW Technology 12,900.0 $12K -4K -21.3% $0.90 +14.5%
1194 MVIS MICROVISION INC DEL Technology 17,439.0 $11K -86K -83.1% $0.64 -13.9%
1195 MEGL MAGIC EMPIRE GLOBAL LTD Financial Services 10,571.0 $11K -7K -40.5% $1.05 +4.8%
1196 INTZ INTRUSION INC Technology 13,483.0 $11K -34K -71.8% $0.82 -10.2%
1197 CURX CURANEX PHARMACEUTICALS INC Healthcare 20,254.0 $10K -41K -66.8% $0.51 -39.4%
1198 FATHOM HOLDINGS INC 19,100.0 $10K -15K -44.1% $0.53
1199 ARAY ACCURAY INC DEL Healthcare 23,400.0 $9K -213K -90.1% $0.39 -29.7%
1200 QUINCE THERAPEUTICS INC 71,223.0 $7K -110K -60.6% $0.10
Page 60 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%