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Portfolio (Quarterly) Guide ↗

TWO SIGMA INVESTMENTS, LP

· CIK 0001179392
13F Portfolio $123.9B AUM 4,546 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1074 New 2043 Added 1209 Reduced 569 Exited
Page 107 of 228  ·  4,546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2121 FCX CALL FREEPORT MCMORAN INC Basic Materials 72,000.0 $4.2M 0.00% -3K -3.9% $58.78 +8.0%
2122 DEI DOUGLAS EMMETT INC Real Estate 448,544.0 $4.2M 0.00% +361K +410.8% $9.42 +23.1%
2123 IX ORIX CORP Financial Services 140,756.0 $4.2M 0.00% +100K +247.7% $29.99 +28.5%
2124 NOA NORTH AMERN CONSTR GROUP LTD Energy 312,873.0 $4.2M 0.00% +64K +25.9% $13.48 +7.3%
2125 CCNE CNB FINL CORP PA Financial Services 145,399.0 $4.2M 0.00% +49K +50.9% $28.96 +7.1%
2126 NVS NOVARTIS AG Healthcare 27,528.0 $4.2M 0.00% -2K -8.0% $152.75 -0.8%
2127 ZETA ZETA GLOBAL HOLDINGS CORP Technology 264,071.0 $4.2M 0.00% -86K -24.6% $15.92 +20.4%
2128 PYPL PUT PAYPAL HLDGS INC Financial Services 92,700.0 $4.2M 0.00% -56K -37.8% $45.23 -3.0%
2129 CM CANADIAN IMPERIAL BANK OF CO Financial Services 44,200.0 $4.2M 0.00% NEW $94.75 +21.8%
2130 CATX PERSPECTIVE THERAPEUTICS INC Healthcare 1,003,474.0 $4.2M 0.00% -195K -16.3% $4.17 +2.3%
2131 PFSI PENNYMAC FINL SVCS INC NEW Financial Services 47,824.0 $4.2M 0.00% -165K -77.6% $87.40 -0.9%
2132 APC ARKO PETE CORP Energy 233,438.0 $4.2M 0.00% NEW $17.89 +10.5%
2133 MPTI M-TRON INDS INC Technology 62,463.0 $4.2M 0.00% +41K +189.9% $66.85 +27.2%
2134 DIEBOLD NIXDORF INC 55,177.0 $4.2M 0.00% -24K -29.9% $75.44
2135 FATE FATE THERAPEUTICS INC Healthcare 3,466,786.0 $4.2M 0.00% +1.7M +99.9% $1.20 +94.6%
2136 AVBC AVIDIA BANCORP INC Financial Services 211,122.0 $4.2M 0.00% +53K +33.5% $19.67 -2.6%
2137 UVXY PROSHARES TR II Financial Services 79,385.0 $4.2M 0.00% -87K -52.4% $52.30 -40.4%
2138 MPC PUT MARATHON PETE CORP Energy 17,000.0 $4.2M 0.00% +15K +750.0% $244.18 +2.3%
2139 G GENPACT LIMITED Technology 111,215.0 $4.1M 0.00% NEW $37.25 -15.7%
2140 SYBT STOCK YDS BANCORP INC Financial Services 62,458.0 $4.1M 0.00% +48K +344.9% $66.29 +7.9%
Page 107 of 228  ·  4,546 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 21.8%
Financial Services 15.2%
Healthcare 13.2%
Industrials 13.1%
Consumer Cyclical 11.6%
Energy 5.2%
Basic Materials 5.1%
Consumer Defensive 4.6%
Communication Services 4.0%
Real Estate 3.7%