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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 83 of 89  ·  1,761 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1641 LTBR LIGHTBRIDGE CORP Industrials 26,451.0 $233K -116K -81.5% $8.79 -8.8%
1642 IWY ISHARES TR 800.0 $232K -301K -99.7% $290.62 -1.3%
1643 GOTU GAOTU TECHEDU INC Consumer Defensive 139,400.0 $231K -129K -48.0% $1.66 +2.7%
1644 UPST CALL UPSTART HLDGS INC Financial Services 6,500.0 $230K -8K -56.1% $35.43 -15.6%
1645 CRESUD S A C I F Y A 20,534.0 $230K -8K -28.8% $11.21
1646 GRO BRAZIL POTASH CORP Basic Materials 106,745.0 $230K -47K -30.4% $2.15 -0.2%
1647 PUT BIRKENSTOCK HOLDING PLC 5,300.0 $228K -7K -56.2% $43.03
1648 KO CALL COCA COLA CO Consumer Defensive 2,800.0 $228K -58K -95.4% $81.27 +10.5%
1649 SUPV GRUPO SUPERVIELLE S.A. Financial Services 23,500.0 $227K -1K -4.1% $9.66 -20.2%
1650 AYTU BIOPHARMA INC 105,326.0 $226K -17K -13.7% $2.15
1651 PUT CENCORA INC 800.0 $226K -1K -55.6% $282.98
1652 CTOS CUSTOM TRUCK ONE SOURCE INC Industrials 19,152.0 $226K -11K -36.5% $11.81 -16.5%
1653 OMSE OMS ENERGY TECHNOLOGIES INC Energy 58,510.0 $226K -2K -3.9% $3.86 +14.5%
1654 MNDY PUT MONDAY COM LTD Technology 3,100.0 $224K -5K -61.2% $72.39 +24.7%
1655 SGHT SIGHT SCIENCES INC Healthcare 40,944.0 $222K -86K -67.8% $5.42 +57.7%
1656 RVSB RIVERVIEW BANCORP INC Financial Services 40,690.0 $221K -12K -22.3% $5.43 -5.3%
1657 CALL ANNALY CAPITAL MANAGEMENT IN 9,800.0 $219K -3K -25.2% $22.36
1658 PJP INVESCO EXCHANGE TRADED FD T 1,836.0 $217K -23K -92.5% $118.45 +10.4%
1659 ALB PUT ALBEMARLE CORP Basic Materials 1,600.0 $216K -5K -76.5% $135.03 -0.3%
1660 WAB PUT WABTEC Industrials 800.0 $216K -1K -60.0% $269.60 +8.8%
Page 83 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%