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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 115 of 251  ·  5,017 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2281 CELH CALL CELSIUS HLDGS INC Consumer Defensive 146,300.0 $4.3M 0.00% +72K +95.8% $29.28 +20.3%
2282 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 49,754.0 $4.3M 0.00% +18K +55.7% $86.09 +17.8%
2283 ABEV AMBEV SA Consumer Defensive 1,360,604.0 $4.3M 0.00% -657K -32.6% $3.14 -7.6%
2284 SPFI SOUTH PLAINS FINANCIAL INC Financial Services 99,122.0 $4.3M 0.00% -74K -42.8% $43.09 +1.1%
2285 RNR RENAISSANCERE HLDGS LTD Financial Services 13,473.0 $4.3M 0.00% -7K -34.6% $316.90 +4.7%
2286 TLS TELOS CORP MD Technology 926,147.0 $4.3M 0.00% -425K -31.5% $4.60 -3.5%
2287 KWEB KRANESHARES TRUST 174,006.0 $4.3M 0.00% NEW $24.47 +7.4%
2288 CART MAPLEBEAR INC Consumer Cyclical 89,675.0 $4.2M 0.00% -625.0 -0.7% $47.35 +7.2%
2289 HPK HIGHPEAK ENERGY INC Energy 607,061.0 $4.2M 0.00% +209K +52.5% $6.99 +11.0%
2290 PSIX POWER SOLUTIONS INTL INC Industrials 108,961.0 $4.2M 0.00% +63K +135.0% $38.89 -5.8%
2291 RPV INVESCO EXCHANGE TRADED FD T 37,200.0 $4.2M 0.00% NEW $113.82 +7.9%
2292 PM CALL PHILIP MORRIS INTL INC Consumer Defensive 23,400.0 $4.2M 0.00% +19K +457.1% $180.91 +7.3%
2293 TXN PUT TEXAS INSTRS INC Technology 14,200.0 $4.2M 0.00% -34K -70.5% $298.07 -12.2%
2294 FLS FLOWSERVE CORP Industrials 57,071.0 $4.2M 0.00% -355K -86.1% $74.16 +11.7%
2295 TWLO PUT TWILIO INC Communication Services 20,500.0 $4.2M 0.00% +18K +876.2% $206.33 +10.7%
2296 ACA ARCOSA INC Industrials 29,083.0 $4.2M 0.00% +16K +115.4% $145.29 -0.0%
2297 ASTL ALGOMA STL GROUP INC Basic Materials 1,041,811.0 $4.2M 0.00% +772K +286.0% $4.05 +2.7%
2298 APTIV PLC 68,738.0 $4.2M 0.00% +61K +828.9% $61.38
2299 BKV BKV CORP Energy 154,129.0 $4.2M 0.00% -212K -57.9% $27.36 -11.4%
2300 ETON PHARMACEUTICALS INC 116,291.0 $4.2M 0.00% +10K +9.3% $36.20
Page 115 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%