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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 113 of 251  ·  5,017 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2241 AEP AMERICAN ELEC PWR CO INC Utilities 32,795.0 $4.5M 0.00% -147K -81.8% $136.81 -9.8%
2242 ESEA EUROSEAS LTD Industrials 67,592.0 $4.5M 0.00% -16K -19.5% $66.37 +12.1%
2243 COINBASE GLOBAL INC 5,000,000.0 $4.5M 0.00% -2.5M -33.3% $0.90
2244 DIEBOLD NIXDORF INC 52,670.0 $4.5M 0.00% -3K -4.5% $85.02
2245 DXJ WISDOMTREE TR 25,800.0 $4.5M 0.00% +4K +20.6% $173.52 +2.8%
2246 RRE VENTURES ACQUISITION COR 453,124.0 $4.5M 0.00% NEW $9.87
2247 VERA VERA THERAPEUTICS INC Healthcare 104,170.0 $4.5M 0.00% -106K -50.4% $42.91 -14.2%
2248 SEIV SEI EXCHANGE TRADED FUNDS 93,100.0 $4.5M 0.00% NEW $48.00 +6.4%
2249 FVRR FIVERR INTL LTD Communication Services 432,984.0 $4.5M 0.00% -236K -35.3% $10.32 -8.2%
2250 KEYSTONE ACQUISITION CORP 453,124.0 $4.5M 0.00% NEW $9.86
2251 LRCX CALL LAM RESEARCH CORP Technology 10,300.0 $4.5M 0.00% +6K +151.2% $433.33 -27.8%
2252 TTEK TETRA TECH INC NEW Industrials 154,365.0 $4.5M 0.00% -29K -16.0% $28.89 +26.7%
2253 OOMA OOMA INC Communication Services 231,848.0 $4.5M 0.00% +103K +80.0% $19.22 +7.0%
2254 RLX RLX TECHNOLOGY INC Consumer Defensive 2,343,695.0 $4.5M 0.00% +1.7M +273.3% $1.90 -5.5%
2255 CBZ CBIZ INC Industrials 138,434.0 $4.4M 0.00% -192K -58.1% $32.08 +70.6%
2256 GBDC GOLUB CAP BDC INC Financial Services 344,707.0 $4.4M 0.00% +202K +142.0% $12.88 +1.8%
2257 ODV OSISKO DEVELOPMENT CORP Basic Materials 1,802,654.0 $4.4M 0.00% +87K +5.1% $2.46 -7.3%
2258 XTL SPDR SERIES TRUST 19,400.0 $4.4M 0.00% NEW $227.49 -6.1%
2259 KREF KKR REAL ESTATE FIN TR INC Real Estate 643,206.0 $4.4M 0.00% -299K -31.7% $6.84 +10.4%
2260 TTD CALL THE TRADE DESK INC Technology 243,300.0 $4.4M 0.00% +225K +1251.7% $18.08 -27.9%
Page 113 of 251  ·  5,017 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 4.5%
Consumer Defensive 3.8%
Real Estate 3.3%
Communication Services 3.0%