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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 122 of 251  ·  5,017 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2421 OBT ORANGE CNTY BANCORP INC Financial Services 101,648.0 $3.7M 0.00% +23K +29.8% $36.78 +2.5%
2422 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 57,921.0 $3.7M 0.00% -825K -93.4% $64.45 -0.4%
2423 TBBK BANCORP INC DEL Financial Services 59,505.0 $3.7M 0.00% -35K -37.0% $62.64 +5.2%
2424 SILVER PEGASUS ACQUISITION C 362,500.0 $3.7M 0.00% $10.27
2425 GSK GSK PLC Healthcare 70,993.0 $3.7M 0.00% NEW $52.42 -1.9%
2426 CZWI CITIZENS CMNTY BANCORP INC M Financial Services 159,050.0 $3.7M 0.00% +85K +113.8% $23.39 -11.4%
2427 DGICA DONEGAL GROUP INC Financial Services 197,233.0 $3.7M 0.00% +20K +11.0% $18.86 +1.1%
2428 FDUS FIDUS INVT CORP Financial Services 194,900.0 $3.7M 0.00% -79K -28.8% $19.07 +3.8%
2429 VACI VIKING ACQUISITION CORP I Financial Services 362,500.0 $3.7M 0.00% $10.22 +0.2%
2430 ANIK ANIKA THERAPEUTICS INC Healthcare 252,964.0 $3.7M 0.00% +17K +7.1% $14.63 +47.0%
2431 TEM TEMPUS AI INC Healthcare 63,864.0 $3.7M 0.00% -736K -92.0% $57.93 +18.4%
2432 SPACE ASSET ACQUISITION CORP 362,500.0 $3.7M 0.00% $10.20
2433 LQDT LIQUIDITY SVCS INC Consumer Cyclical 94,383.0 $3.7M 0.00% -27K -22.3% $39.12 +7.1%
2434 SVIV SPRING VY ACQUISITION CORP I Financial Services 362,500.0 $3.7M 0.00% $10.18 +0.4%
2435 BLDR BUILDERS FIRSTSOURCE INC Industrials 41,224.0 $3.7M 0.00% +35K +526.8% $89.48 -23.7%
2436 TLYS TILLYS INC Consumer Cyclical 877,537.0 $3.7M 0.00% +67K +8.3% $4.20 -7.1%
2437 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 71,218.0 $3.7M 0.00% -2K -3.0% $51.60 +3.8%
2438 CBK COMMERCIAL BANCGROUP INC Financial Services 113,783.0 $3.7M 0.00% +4K +3.7% $32.29 +4.1%
2439 DASH CALL DOORDASH INC Communication Services 19,900.0 $3.7M 0.00% -4K -18.1% $184.53 +28.4%
2440 FUTURECORP SPACE ACQUISITION 362,500.0 $3.7M 0.00% NEW $10.13
Page 122 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%