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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 78 of 89  ·  1,761 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1541 FTEK FUEL TECH INC Industrials 168,457.0 $372K -70K -29.2% $2.21 -36.7%
1542 EQT CALL EQT CORP Energy 7,000.0 $372K -4K -36.4% $53.17 +0.9%
1543 LMB LIMBACH HLDGS INC Industrials 4,795.0 $369K -9K -64.6% $77.00 -43.2%
1544 CNR PUT CORE NATURAL RESOURCES INC Energy 4,600.0 $368K -1K -19.3% $80.02 +16.6%
1545 IRM PUT IRON MTN INC DEL Real Estate 2,900.0 $366K -2K -42.0% $126.31 -3.3%
1546 OKLO CALL OKLO INC Utilities 6,900.0 $361K -13K -65.3% $52.33 -17.9%
1547 SBH SALLY BEAUTY HLDGS INC Consumer Cyclical 25,308.0 $358K -2K -8.6% $14.14 +18.3%
1548 MLCO MELCO RESORTS AND ENTMNT LTD Consumer Cyclical 67,700.0 $357K -73K -51.8% $5.27 +4.0%
1549 ENLIGHT RENEWABLE ENERGY LTD 4,000.0 $356K -3K -40.9% $89.02
1550 ELF PUT E L F BEAUTY INC Consumer Defensive 4,800.0 $355K -9K -64.4% $74.00 +34.7%
1551 IHRT IHEARTMEDIA INC Communication Services 82,311.0 $353K -14K -14.7% $4.29 -27.5%
1552 PRGS PROGRESS SOFTWARE CORP Technology 10,369.0 $348K -89K -89.6% $33.58 +30.5%
1553 DSP VIANT TECHNOLOGY INC Technology 27,376.0 $347K -11K -29.3% $12.66 -0.6%
1554 LARGO INC 544,797.0 $346K -738K -57.5% $0.63
1555 GTES GATES INDL CORP PLC Industrials 12,300.0 $344K -27K -68.7% $27.97 -6.2%
1556 SPRU SPRUCE POWER HOLDING CORP Energy 132,531.0 $342K -29K -18.1% $2.58 -28.7%
1557 HBAN CALL HUNTINGTON BANCSHARES INC Financial Services 19,200.0 $340K -13K -40.6% $17.73 -3.2%
1558 WWD CALL WOODWARD INC Industrials 800.0 $340K -1K -57.9% $425.44 -15.4%
1559 PNRG PRIMEENERGY RESOURCES CORP Energy 2,023.0 $338K -518.0 -20.4% $166.89 +27.8%
1560 RBLX CALL ROBLOX CORP Technology 6,200.0 $337K -40K -86.5% $54.38 -28.9%
Page 78 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 4.4%
Consumer Defensive 3.8%
Real Estate 3.3%
Communication Services 3.0%