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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 85 of 89  ·  1,761 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1681 MITT TPG MTG INVTS TR INC Real Estate 25,109.0 $199K -39K -61.0% $7.92 -16.0%
1682 FSP FRANKLIN STR PPTYS CORP Real Estate 383,899.0 $198K -44K -10.2% $0.52 -5.3%
1683 UUUU CALL ENERGY FUELS INC Energy 13,600.0 $197K -108K -88.8% $14.50 -2.8%
1684 EXPI AGNT INC Real Estate 35,900.0 $194K -200.0 -0.6% $5.41 -1.7%
1685 SSP SCRIPPS E W CO OHIO Communication Services 69,556.0 $193K -67K -49.1% $2.77 +19.1%
1686 TII TITAN MNG CORP Basic Materials 87,622.0 $192K -62K -41.5% $2.19 +10.5%
1687 VERASTEM INC 49,954.0 $191K -617K -92.5% $3.82
1688 GPRO GOPRO INC Technology 243,614.0 $190K -169K -41.0% $0.78 -23.9%
1689 GUTS FRACTYL HEALTH INC Healthcare 224,537.0 $178K -255K -53.2% $0.79 -9.7%
1690 GRAB GRAB HOLDINGS LIMITED Technology 46,867.0 $177K -1.8M -97.5% $3.77 -8.5%
1691 ACHR CALL ARCHER AVIATION INC Industrials 35,400.0 $167K -28K -43.7% $4.73 +33.6%
1692 ENIC ENEL CHILE SA Utilities 37,200.0 $167K -29K -43.6% $4.50 +0.4%
1693 FWDI FORWARD INDUSTRIES INC Consumer Cyclical 38,209.0 $161K -106K -73.4% $4.22 +7.6%
1694 LIVE LIVE VENTURES INC Consumer Cyclical 16,682.0 $159K -2K -11.1% $9.54 +5.9%
1695 FBRT FRANKLIN BSP RLTY TR INC Real Estate 19,534.0 $159K -74K -79.2% $8.14 -1.4%
1696 MFG MIZUHO FINANCIAL GROUP INC Financial Services 16,400.0 $157K -10K -36.9% $9.58 +11.2%
1697 FLWS 1 800 FLOWERS COM INC Consumer Cyclical 44,772.0 $156K -16K -26.8% $3.48 +15.5%
1698 PFLT PENNANTPARK FLOATING RATE CA Financial Services 20,500.0 $153K -273K -93.0% $7.48 -2.1%
1699 WAFU WAH FU EDUCATION GROUP LIMIT Consumer Defensive 92,873.0 $141K -2K -1.7% $1.52 -5.3%
1700 EGY VAALCO ENERGY INC Energy 27,641.0 $140K -38K -57.6% $5.08 +14.8%
Page 85 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%