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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 80 of 89  ·  1,761 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1581 PKX POSCO HOLDINGS INC Basic Materials 5,937.0 $305K -4K -41.2% $51.38 +14.4%
1582 TRUBRIDGE INC 11,600.0 $304K -8K -41.3% $26.21
1583 REIT ALPS ETF TR 10,000.0 $304K -2K -13.0% $30.38 +1.0%
1584 OSCR CALL OSCAR HEALTH INC Healthcare 10,600.0 $302K -21K -66.3% $28.52 +8.3%
1585 AGEN AGENUS INC Healthcare 98,685.0 $302K -72K -42.3% $3.06 +164.1%
1586 OTIS PUT OTIS WORLDWIDE CORP Industrials 4,200.0 $301K -700.0 -14.3% $71.60 -0.2%
1587 OPRA OPERA LTD Communication Services 15,100.0 $299K -6K -27.8% $19.83 -8.9%
1588 BTDR CALL BITDEER TECHNOLOGIES GROUP Technology 18,800.0 $298K -4K -18.3% $15.87 -45.2%
1589 KYNB KYNTRA BIO INC Healthcare 39,511.0 $298K -10K -20.2% $7.55 -5.0%
1590 VRTX PUT VERTEX PHARMACEUTICALS INC Healthcare 600.0 $298K -400.0 -40.0% $496.73 +8.7%
1591 CC PUT CHEMOURS CO Basic Materials 14,400.0 $295K -3K -15.3% $20.52 -22.2%
1592 NEON NEONODE INC Technology 313,110.0 $295K -53K -14.4% $0.94 -5.0%
1593 AMGN PUT AMGEN INC Healthcare 800.0 $290K -7K -89.5% $362.12 +21.0%
1594 YUM CALL YUM BRANDS INC Consumer Cyclical 1,800.0 $288K -4K -70.0% $159.86 -8.6%
1595 ALL PUT ALLSTATE CORP Financial Services 1,200.0 $286K -5K -80.0% $237.94 +11.0%
1596 FORTE BIOSCIENCES INC 13,411.0 $285K -2K -13.5% $21.25
1597 VTR CALL VENTAS INC Real Estate 3,200.0 $284K -3K -45.8% $88.80 +3.2%
1598 TNYA TENAYA THERAPEUTICS INC Healthcare 380,790.0 $281K -900K -70.3% $0.74 -3.3%
1599 B CALL BARRICK MNG CORP Basic Materials 7,600.0 $279K -18K -70.8% $36.73 +21.9%
1600 XGN EXAGEN INC Healthcare 59,992.0 $279K -98K -62.0% $4.65 +48.4%
Page 80 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%