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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 115 of 228  ·  4,546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2281 SVAQ SILICON VY ACQUISITION CORP Financial Services 362,500.0 $3.6M 0.00% NEW $9.89 +0.7%
2282 ACTIVATE ENERGY ACQUISIT COR 362,500.0 $3.6M 0.00% NEW $9.89
2283 CAMBRIDGE ACQUISITION CORP 362,500.0 $3.6M 0.00% NEW $9.87
2284 SVIV SPRING VY ACQUISITION CORP I Financial Services 362,500.0 $3.6M 0.00% NEW $9.87 +1.8%
2285 FGII FG IMPERII ACQUISITION CORP Financial Services 362,500.0 $3.6M 0.00% NEW $9.86 +0.8%
2286 IRHO IRON HORSE ACQUISIT II CORP Financial Services 362,500.0 $3.6M 0.00% NEW $9.86 +2.1%
2287 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 11,107.0 $3.6M 0.00% -71K -86.4% $321.40 +16.2%
2288 NTSK NETSKOPE INC Technology 420,270.0 $3.6M 0.00% +340K +421.9% $8.49 +35.7%
2289 X3 ACQUISITION CORP LTD 362,500.0 $3.6M 0.00% NEW $9.84
2290 XSOLLA SPAC 1 362,500.0 $3.6M 0.00% NEW $9.83
2291 UFCS UNITED FIRE GROUP INC Financial Services 96,146.0 $3.6M 0.00% +28K +41.0% $37.06 +20.0%
2292 PHVS PHARVARIS N V Healthcare 126,076.0 $3.6M 0.00% -89K -41.4% $28.25 +6.4%
2293 CRL CHARLES RIV LABS INTL INC Healthcare 20,623.0 $3.6M 0.00% -7K -26.6% $172.50 +3.4%
2294 ANDRETTI ACQUISITION CORP II 333,275.0 $3.5M 0.00% -167K -33.3% $10.64
2295 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 38,825.0 $3.5M 0.00% -41K -51.1% $91.37 -11.7%
2296 RBLX PUT ROBLOX CORP Technology 62,700.0 $3.5M 0.00% NEW $56.56 -16.7%
2297 NAT NORDIC AMERICAN TANKERS LIMI Industrials 605,116.0 $3.5M 0.00% -80K -11.6% $5.86 -13.2%
2298 MMM CALL 3M CO Industrials 24,400.0 $3.5M 0.00% +18K +306.7% $145.23 +4.9%
2299 VERASTEM INC 667,010.0 $3.5M 0.00% +190K +39.9% $5.30
2300 JBLU PUT JETBLUE AIRWAYS CORP Industrials 799,400.0 $3.5M 0.00% +14K +1.8% $4.42 +20.6%
Page 115 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%