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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 124 of 228  ·  4,546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2461 FHN FIRST HORIZON CORPORATION Financial Services 127,973.0 $2.9M 0.00% -131K -50.5% $22.76 +6.7%
2462 XZO EXZEO GROUP INC Financial Services 198,429.0 $2.9M 0.00% +186K +1553.6% $14.67 -6.1%
2463 BTDR PUT BITDEER TECHNOLOGIES GROUP Technology 336,500.0 $2.9M 0.00% -309K -47.8% $8.65 +101.5%
2464 KURA KURA ONCOLOGY INC Healthcare 357,955.0 $2.9M 0.00% -114K -24.1% $8.13 +24.0%
2465 SPOT PUT SPOTIFY TECHNOLOGY S A Communication Services 6,000.0 $2.9M 0.00% NEW $484.91 +6.1%
2466 AROW ARROW FINL CORP Financial Services 86,517.0 $2.9M 0.00% +6K +7.6% $33.57 +9.6%
2467 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 31,960.0 $2.9M 0.00% +29K +898.4% $90.42 -8.5%
2468 BRBS BLUE RIDGE BANKSHARES INC VA Financial Services 687,463.0 $2.9M 0.00% +62K +9.9% $4.20 -22.0%
2469 BELFB BEL FUSE INC Technology 14,584.0 $2.9M 0.00% NEW $197.98 +35.0%
2470 RKT CALL ROCKET COS INC Financial Services 201,900.0 $2.9M 0.00% +172K +570.8% $14.25 +1.2%
2471 APPN APPIAN CORP Technology 119,066.0 $2.9M 0.00% -200K -62.7% $24.11 -7.2%
2472 LYV LIVE NATION ENTERTAINMENT IN Communication Services 18,800.0 $2.9M 0.00% $152.51 +9.9%
2473 TERN TERNS PHARMACEUTICALS INC Healthcare 54,366.0 $2.9M 0.00% +10K +23.9% $52.72 +0.4%
2474 CBK COMMERCIAL BANCGROUP INC Financial Services 109,734.0 $2.9M 0.00% +26K +30.8% $26.02 +12.0%
2475 NATWEST GROUP PLC 191,419.0 $2.9M 0.00% +124K +182.0% $14.90
2476 VOO VANGUARD INDEX FDS 4,765.0 $2.8M 0.00% +3K +124.8% $597.55 +16.4%
2477 OSPN ONESPAN INC Technology 269,859.0 $2.8M 0.00% +214K +383.3% $10.53 +32.8%
2478 RLMD RELMADA THERAPEUTICS INC Healthcare 408,095.0 $2.8M 0.00% -165K -28.8% $6.96 +2.4%
2479 PLRX PLIANT THERAPEUTICS INC Healthcare 2,253,138.0 $2.8M 0.00% +1.3M +136.3% $1.26 -0.8%
2480 BH BIGLARI HLDGS INC Consumer Cyclical 8,595.0 $2.8M 0.00% +941.0 +12.3% $329.59 -11.8%
Page 124 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%