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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 68 of 89  ·  1,761 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 KE KIMBALL ELECTRONICS INC Industrials 30,875.0 $790K 0.00% -12K -27.7% $25.60 -9.7%
1342 GORO GOLD RESOURCE CORP Basic Materials 625,283.0 $788K 0.00% -1.1M -63.9% $1.26 +153.2%
1343 ELECTROVAYA INC 74,861.0 $786K 0.00% -47K -38.5% $10.50
1344 EYE NATIONAL VISION HLDGS INC Consumer Cyclical 41,300.0 $785K 0.00% -2K -4.4% $19.01 -5.9%
1345 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 45,456.0 $782K 0.00% -635K -93.3% $17.20 -6.0%
1346 BSRR SIERRA BANCORP Financial Services 19,101.0 $779K 0.00% -6K -22.4% $40.76 -2.1%
1347 MMM CALL 3M CO Industrials 4,800.0 $777K 0.00% -20K -80.3% $161.91 +10.5%
1348 RBLX PUT ROBLOX CORP Technology 14,200.0 $772K 0.00% -48K -77.3% $54.38 -29.4%
1349 PSNL PERSONALIS INC Healthcare 57,258.0 $767K 0.00% -33K -36.9% $13.40 +37.2%
1350 ON PUT ON SEMICONDUCTOR CORP Technology 8,100.0 $766K 0.00% -45K -84.8% $94.54 -21.5%
1351 ARTIVA BIOTHERAPEUTICS INC 78,575.0 $762K 0.00% -36K -31.7% $9.70
1352 TJX CALL TJX COS INC NEW Consumer Cyclical 5,000.0 $758K 0.00% -11K -69.3% $151.50 -7.3%
1353 NVO NOVO-NORDISK A S Healthcare 15,800.0 $757K 0.00% -6.3M -99.8% $47.94 -2.5%
1354 HDSN HUDSON TECHNOLOGIES INC Basic Materials 131,960.0 $757K 0.00% -141K -51.6% $5.74 -1.9%
1355 QABA FIRST TR EXCHANGE-TRADED FD 11,243.0 $757K 0.00% -3K -22.5% $67.29 +1.1%
1356 TBI TRUEBLUE INC Industrials 107,860.0 $752K 0.00% -27K -19.9% $6.97 +52.2%
1357 PUK PRUDENTIAL PLC Financial Services 28,000.0 $751K 0.00% -4K -12.5% $26.81 +5.0%
1358 ZGN ERMENEGILDO ZEGNA N V Consumer Cyclical 57,632.0 $750K 0.00% -119K -67.4% $13.02 +6.8%
1359 EE EXCELERATE ENERGY INC Utilities 19,700.0 $748K 0.00% -111K -84.9% $37.99 +3.6%
1360 HE HAWAIIAN ELEC INDS INC MTN B Utilities 55,306.0 $748K 0.00% -303K -84.6% $13.53 -15.0%
Page 68 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%