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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 63 of 89  ·  1,761 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 SIRIUSPOINT LTD 47,736.0 $1.1M 0.00% -4K -7.8% $24.00
1242 GILT GILAT SATELLITE NETWORKS LTD Technology 85,935.0 $1.1M 0.00% -279K -76.5% $13.31 -21.1%
1243 INBK FIRST INTERNET BANCORP Financial Services 41,112.0 $1.1M 0.00% -7K -14.1% $27.80 +5.0%
1244 BBH VANECK ETF TRUST 5,600.0 $1.1M 0.00% -500.0 -8.2% $203.24 +18.7%
1245 TME TENCENT MUSIC ENTMT GROUP Communication Services 136,300.0 $1.1M 0.00% -1.7M -92.6% $8.35 +5.4%
1246 MCK PUT MCKESSON CORP Healthcare 1,500.0 $1.1M 0.00% -500.0 -25.0% $755.60 +13.7%
1247 GOGO GOGO INC Communication Services 361,537.0 $1.1M 0.00% -386K -51.6% $3.10 -13.5%
1248 MMM PUT 3M CO Industrials 6,900.0 $1.1M 0.00% -9K -57.1% $161.91 +10.5%
1249 TCPC BLACKROCK TCP CAPITAL CORP Financial Services 332,397.0 $1.1M 0.00% -359K -51.9% $3.36 +19.9%
1250 ACEL ACCEL ENTERTAINMENT INC Consumer Cyclical 88,398.0 $1.1M 0.00% -95K -51.8% $12.61 -4.4%
1251 KMDA KAMADA LTD Healthcare 151,100.0 $1.1M 0.00% -43K -22.2% $7.34 +12.3%
1252 VSTS VESTIS CORPORATION Industrials 76,300.0 $1.1M 0.00% -4K -5.5% $14.52 -12.6%
1253 NPWR NET POWER INC Industrials 660,570.0 $1.1M 0.00% -420K -38.9% $1.67 +1.8%
1254 CCJ CALL CAMECO CORP Energy 10,800.0 $1.1M 0.00% -12K -53.0% $101.86 +0.6%
1255 DGRS WISDOMTREE TR 18,500.0 $1.1M 0.00% -11K -36.4% $59.35 +1.4%
1256 RLGT RADIANT LOGISTICS INC Industrials 115,956.0 $1.1M 0.00% -34K -22.9% $9.46 -10.9%
1257 CGEN COMPUGEN LTD Healthcare 512,419.0 $1.1M 0.00% -9K -1.8% $2.14 +22.2%
1258 AMKR CALL AMKOR TECHNOLOGY INC Technology 12,600.0 $1.1M 0.00% -1K -10.0% $86.23 -41.7%
1259 TEM CALL TEMPUS AI INC Healthcare 18,700.0 $1.1M 0.00% -76K -80.3% $57.93 +25.5%
1260 ARRY ARRAY TECHNOLOGIES INC Energy 145,967.0 $1.1M 0.00% -457K -75.8% $7.41 -36.7%
Page 63 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%