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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 87 of 89  ·  1,761 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1721 HEPS D MARKET ELECTR SVCS & TRADI Consumer Cyclical 29,612.0 $86K -10K -25.5% $2.91 -14.8%
1722 MYPS PLAYSTUDIOS INC Technology 172,500.0 $86K -9K -4.8% $0.50 +2.2%
1723 TRX GOLD CORPORATION 103,531.0 $85K -344K -76.9% $0.82
1724 UUU UNIVERSAL SAFETY PRODS INC Industrials 18,256.0 $84K -7K -27.0% $4.59 -1.5%
1725 BDTX BLACK DIAMOND THERAPEUTICS I Healthcare 42,000.0 $78K -1K -3.0% $1.85 +11.4%
1726 MILLENNIUM GROUP INTL HLDGS 51,765.0 $77K -1K -2.8% $1.50
1727 RPAY REPAY HLDGS CORP Technology 17,649.0 $74K -5K -22.9% $4.20 -12.6%
1728 LINEAGE CELL THERAPEUTICS IN 54,947.0 $72K -34K -38.0% $1.31
1729 OMEX ODYSSEY MARINE EXPL INC Industrials 79,485.0 $68K -13K -14.2% $0.85 -0.7%
1730 CBUS CIBUS INC Healthcare 48,831.0 $67K -37K -43.4% $1.37 +19.0%
1731 SNDL INC 47,400.0 $64K -6K -11.7% $1.35
1732 CRDF CARDIFF ONCOLOGY INC Healthcare 47,666.0 $62K -159K -77.0% $1.30 -31.8%
1733 CURR CURRENC GROUP INC Financial Services 22,869.0 $62K -37K -61.6% $2.70 +40.0%
1734 KRMD KORU MEDICAL SYSTEMS INC Healthcare 14,611.0 $61K -77K -84.1% $4.20 -20.7%
1735 GURE GULF RES INC Basic Materials 14,652.0 $53K -3K -16.7% $3.65 -15.2%
1736 MOBILICOM LTD 10,088.0 $52K -3K -20.6% $5.13
1737 IT TECH PACKAGING INC 250,000.0 $46K -58K -18.9% $0.18
1738 OGI ORGANIGRAM GLOBAL INC Healthcare 36,365.0 $37K -51K -58.2% $1.02 +18.6%
1739 SLDP SOLID POWER INC Industrials 13,900.0 $36K -133K -90.6% $2.59 -12.7%
1740 IMMP IMMUTEP LTD Healthcare 77,130.0 $32K -48K -38.2% $0.42 -4.7%
Page 87 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%