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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 64 of 89  ·  1,761 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 RCKT ROCKET PHARMACEUTICALS INC Healthcare 315,761.0 $1.1M 0.00% -782K -71.2% $3.42 +2.6%
1262 MA CALL MASTERCARD INCORPORATED Financial Services 2,100.0 $1.1M 0.00% -900.0 -30.0% $513.60 +13.1%
1263 ANVS ANNOVIS BIO INC Healthcare 579,571.0 $1.1M 0.00% -48K -7.7% $1.86 -2.2%
1264 WM CALL WASTE MGMT INC DEL Industrials 4,800.0 $1.1M 0.00% -400.0 -7.7% $222.88 +0.5%
1265 YPF CALL YPF SOCIEDAD ANONIMA Energy 23,400.0 $1.1M 0.00% -19K -45.1% $45.47 +12.6%
1266 NXT PUT NEXTPOWER INC Technology 8,900.0 $1.1M 0.00% -18K -66.4% $119.14 -27.7%
1267 SMBC SOUTHERN MO BANCORP INC Financial Services 13,905.0 $1.1M 0.00% -30K -68.6% $76.21 -2.4%
1268 KAI KADANT INC Industrials 3,357.0 $1.1M 0.00% -3K -50.9% $314.23 -0.3%
1269 CMP COMPASS MINERALS INTL INC Basic Materials 33,605.0 $1.0M 0.00% -2K -6.3% $31.13 -16.5%
1270 ENTA ENANTA PHARMACEUTICALS INC Healthcare 71,162.0 $1.0M 0.00% -196K -73.4% $14.58 -7.6%
1271 BW BABCOCK & WILCOX ENTERPRISES Industrials 73,211.0 $1.0M 0.00% -742K -91.0% $14.10 -41.3%
1272 LEA LEAR CORP Consumer Cyclical 7,700.0 $1.0M 0.00% -2K -18.1% $134.06 -4.1%
1273 TJX PUT TJX COS INC NEW Consumer Cyclical 6,800.0 $1.0M 0.00% -12K -63.0% $151.50 -7.3%
1274 MA PUT MASTERCARD INCORPORATED Financial Services 2,000.0 $1.0M 0.00% -3K -59.2% $513.60 +13.1%
1275 BFC BANK FIRST CORP Financial Services 6,896.0 $1.0M 0.00% -29K -80.7% $148.35 +3.0%
1276 TDC TERADATA CORP DEL Technology 29,500.0 $1.0M 0.00% -140K -82.6% $34.65 -20.1%
1277 RAPP RAPPORT THERAPEUTICS INC Healthcare 24,470.0 $1.0M 0.00% -4K -12.9% $41.67 +15.8%
1278 SSL SASOL LTD Basic Materials 103,337.0 $1.0M 0.00% -77K -42.7% $9.82 +27.2%
1279 FYT FIRST TR EXCHANGE-TRADED ALP 14,500.0 $1.0M 0.00% -975.0 -6.3% $69.81 +3.9%
1280 VSMV VICTORY PORTFOLIOS II 16,754.0 $1.0M 0.00% -8K -31.7% $59.80 +1.5%
Page 64 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%