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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 77 of 89  ·  1,761 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 SYK PUT STRYKER CORPORATION Healthcare 1,300.0 $409K -400.0 -23.5% $314.84 +4.6%
1522 WELL CALL WELLTOWER INC Real Estate 1,800.0 $409K -100.0 -5.3% $226.97 +5.4%
1523 MFIN MEDALLION FINANCIAL CORP Financial Services 39,889.0 $407K -59K -59.6% $10.21 +14.4%
1524 PUT WEBULL CORP 62,400.0 $407K -18K -22.8% $6.52
1525 IFRX INFLARX NV Healthcare 181,118.0 $406K -8K -4.2% $2.24 -6.2%
1526 BMY CALL BRISTOL-MYERS SQUIBB CO Healthcare 7,000.0 $403K -29K -80.4% $57.62 +16.3%
1527 BORR DRILLING LTD 97,440.0 $402K -299K -75.4% $4.13
1528 WWR WESTWATER RES INC Basic Materials 794,846.0 $401K -273K -25.6% $0.51 +19.2%
1529 FXG FIRST TR EXCHANGE-TRADED FD 6,400.0 $401K -9K -57.3% $62.62 +6.0%
1530 DKNG CALL DRAFTKINGS INC NEW Consumer Cyclical 15,800.0 $399K -1K -6.5% $25.26 +3.6%
1531 RIET ETF SER SOLUTIONS 40,284.0 $393K -48K -54.2% $9.75 -2.8%
1532 SAR SARATOGA INVT CORP Financial Services 17,419.0 $389K -37K -68.2% $22.31 -17.4%
1533 BTU PUT PEABODY ENGR CORP Energy 16,700.0 $386K -29K -63.4% $23.12 +19.5%
1534 GCO GENESCO INC Consumer Cyclical 11,416.0 $386K -3K -20.3% $33.77 +3.9%
1535 CION CION INVT CORP Financial Services 61,461.0 $383K -54K -46.9% $6.23 +17.8%
1536 CRCT CRICUT INC Technology 86,765.0 $381K -106K -55.0% $4.39 +27.3%
1537 XSHD INVESCO EXCH TRADED FD TR II 26,810.0 $379K -22K -45.0% $14.12 +2.3%
1538 LUFAX HOLDING LTD 285,412.0 $377K -145K -33.7% $1.32
1539 PGNY PROGYNY INC Healthcare 13,000.0 $375K -13K -49.1% $28.83 -11.0%
1540 NEM CALL NEWMONT CORP Basic Materials 4,000.0 $374K -12K -75.0% $93.40 +40.9%
Page 77 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%