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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 114 of 228  ·  4,546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2261 TNGX TANGO THERAPEUTICS INC Healthcare 173,132.0 $3.6M 0.00% +29K +19.9% $20.92 -6.1%
2262 LEGATO MERGER CORP IV 362,500.0 $3.6M 0.00% NEW $9.98
2263 TDS TELEPHONE & DATA SYS INC Communication Services 85,900.0 $3.6M 0.00% NEW $42.10 -6.2%
2264 SAC SAFEGUARD ACQUISITION CORP Financial Services 362,500.0 $3.6M 0.00% NEW $9.96 +1.2%
2265 SPACE ASSET ACQUISITION CORP 362,500.0 $3.6M 0.00% NEW $9.96
2266 TRG LATIN AMER ACQUIS CORP 362,500.0 $3.6M 0.00% NEW $9.95
2267 WISDOMTREE INC 2,712,000.0 $3.6M 0.00% -9.6M -77.9% $1.33
2268 ABONY ACQUISITION CORP I 362,500.0 $3.6M 0.00% NEW $9.93
2269 VACI VIKING ACQUISITION CORP I Financial Services 362,500.0 $3.6M 0.00% $9.93 +3.8%
2270 SPUS TIDAL TRUST I 74,700.0 $3.6M 0.00% -53K -41.4% $48.16 +19.8%
2271 NOW CALL SERVICENOW INC Technology 34,400.0 $3.6M 0.00% NEW $104.55 -2.3%
2272 BITCOIN INFRASTRUCTURE ACQUI 362,500.0 $3.6M 0.00% $9.92
2273 ILLUMINATION ACQUISITIO CORP 362,500.0 $3.6M 0.00% NEW $9.92
2274 HAS HASBRO INC Consumer Cyclical 38,400.0 $3.6M 0.00% NEW $93.60 -6.0%
2275 GENERAL PURP ACQUISITION COR 362,500.0 $3.6M 0.00% NEW $9.91
2276 PVH PVH CORPORATION Consumer Cyclical 51,483.0 $3.6M 0.00% +483.0 +0.9% $69.76 +37.9%
2277 VHCP VINE HILL CAP INVTS CORP II Financial Services 362,500.0 $3.6M 0.00% NEW $9.90 +1.0%
2278 ITHA ITHAX ACQUISITION CORP III Financial Services 362,500.0 $3.6M 0.00% NEW $9.90 +0.4%
2279 LPCV LAUNCHPAD CADENZA ACQU CORP Financial Services 362,500.0 $3.6M 0.00% NEW $9.90 +0.8%
2280 ADAC AMERICAN DRIVE ACQUISITION C Financial Services 362,500.0 $3.6M 0.00% NEW $9.90 +0.9%
Page 114 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%