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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 88 of 89  ·  1,761 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1741 SENTAGE HOLDINGS INC 15,057.0 $30K -4K -20.6% $2.02
1742 XELB XCEL BRANDS INC Consumer Cyclical 16,518.0 $30K -587.0 -3.4% $1.80 -42.8%
1743 SERA SERA PROGNOSTICS INC Healthcare 16,221.0 $30K -6K -26.1% $1.82 +11.5%
1744 ORGO ORGANOGENESIS HLDGS INC Healthcare 11,461.0 $28K -16K -57.5% $2.43 -27.4%
1745 BHR BRAEMAR HOTELS & RESORTS INC Real Estate 10,983.0 $24K -458.0 -4.0% $2.16 -4.4%
1746 HUMA HUMACYTE INC Healthcare 29,548.0 $23K -148K -83.4% $0.78 -26.2%
1747 PHIO PHARMACEUTICALS CORP 21,501.0 $22K -11K -33.8% $1.02
1748 ALSET INC 14,744.0 $21K -7K -32.9% $1.44
1749 HOUR HOUR LOOP INC Consumer Cyclical 10,451.0 $19K -22K -67.8% $1.84 +0.5%
1750 ENCORE ENERGY CORP 14,100.0 $18K -606K -97.7% $1.31
1751 MNOV MEDICINOVA INC Healthcare 13,526.0 $18K -16K -54.6% $1.32 +2.3%
1752 VRME VERIFYME INC Industrials 27,101.0 $17K -14K -33.3% $0.61 +11.6%
1753 QRHC QUEST RESOURCE HLDG CORP Industrials 12,801.0 $16K -4K -21.9% $1.26 +27.0%
1754 HUIZE HLDG LTD 13,031.0 $14K -10K -44.1% $1.11
1755 SDEV STABLECOIN DEV CORP Healthcare 12,396.0 $13K -12K -50.0% $1.05 -4.8%
1756 BIOX BIOCERES CROP SOLUTIONS CORP Basic Materials 30,026.0 $11K -65K -68.5% $0.35 +16.1%
1757 INVZ INNOVIZ TECHNOLOGIES LTD Consumer Cyclical 10,400.0 $8K -983K -99.0% $0.76 -53.5%
1758 IMPACT BIOMEDICAL INC 17,191.0 $8K -20K -54.1% $0.46
1759 DXLG DESTINATION XL GROUP INC Consumer Cyclical 11,612.0 $8K -300.0 -2.5% $0.67 -6.0%
1760 MEGA MATRIX INC 23,163.0 $7K -22K -48.7% $0.29
Page 88 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%