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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 125 of 251  ·  5,017 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2481 ILLUMINATION ACQUISITIO CORP 362,500.0 $3.6M 0.00% NEW $9.90
2482 WTBA WEST BANCORPORATION INC Financial Services 135,265.0 $3.6M 0.00% +49K +57.3% $26.53 +7.0%
2483 TRG LATIN AMER ACQUIS CORP 362,500.0 $3.6M 0.00% NEW $9.89
2484 USA LIBERTY ALL STAR EQUITY FD Financial Services 616,604.0 $3.6M 0.00% $5.81 +3.4%
2485 CH4 NATURAL SOLUTIONS CORP 362,500.0 $3.6M 0.00% NEW $9.85
2486 LSTR LANDSTAR SYS INC Industrials 17,218.0 $3.6M 0.00% +7K +68.8% $206.81 -11.8%
2487 DASH DOORDASH INC Communication Services 19,292.0 $3.6M 0.00% -13K -39.6% $184.53 +25.0%
2488 AGNC AGNC INVT CORP Real Estate 325,899.0 $3.6M 0.00% NEW $10.90 +0.1%
2489 NVST ENVISTA HOLDINGS CORPORATION Healthcare 134,700.0 $3.5M 0.00% +9K +6.8% $26.35 +3.9%
2490 NRG CALL NRG ENERGY INC Utilities 24,300.0 $3.5M 0.00% NEW $146.06 -21.6%
2491 FB BANCORP INC 235,576.0 $3.5M 0.00% +88K +59.4% $15.06
2492 RSKD RISKIFIED LTD Technology 702,293.0 $3.5M 0.00% +536K +322.6% $5.04 +21.2%
2493 FF FUTUREFUEL CORP Basic Materials 782,079.0 $3.5M 0.00% -46K -5.5% $4.52 +16.6%
2494 USNA USANA HEALTH SCIENCES INC Consumer Defensive 165,514.0 $3.5M 0.00% +21K +14.4% $21.35 -35.3%
2495 SATS CALL ECHOSTAR CORP Technology 34,800.0 $3.5M 0.00% +31K +770.0% $101.50 -14.3%
2496 MLKN MILLERKNOLL INC Consumer Cyclical 172,108.0 $3.5M 0.00% -79K -31.5% $20.46 +14.4%
2497 EMBJ EMBRAER S.A. Industrials 55,139.0 $3.5M 0.00% +339.0 +0.6% $63.80 +17.9%
2498 VIOV VANGUARD ADMIRAL FDS INC 29,941.0 $3.5M 0.00% NEW $117.33 +0.9%
2499 DCBO DOCEBO INC Technology 196,195.0 $3.5M 0.00% -78K -28.4% $17.90 +40.9%
2500 VERX VERTEX INC Technology 305,506.0 $3.5M 0.00% +201K +191.3% $11.48 +24.4%
Page 125 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%