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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 126 of 251  ·  5,017 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2501 BBCP CONCRETE PUMPING HLDGS INC Industrials 289,857.0 $3.5M 0.00% +254K +700.6% $12.05 -21.5%
2502 HIVE HIVE DIGITAL TECHNOLOGIES LT Financial Services 958,628.0 $3.5M 0.00% -5.1M -84.3% $3.64 -16.6%
2503 EBAY EBAY INC. Consumer Cyclical 31,222.0 $3.5M 0.00% +23K +293.4% $111.75 -8.9%
2504 GATX GATX CORP Industrials 19,691.0 $3.5M 0.00% -984.0 -4.8% $177.19 +0.4%
2505 GLD SPDR GOLD TR Financial Services 9,455.0 $3.5M 0.00% NEW $368.38 +14.7%
2506 PNNT PENNANTPARK INVT CORP Financial Services 1,003,527.0 $3.5M 0.00% -657K -39.6% $3.47 +7.9%
2507 TLN TALEN ENERGY CORP Utilities 9,053.0 $3.5M 0.00% -616.0 -6.4% $384.26 -20.8%
2508 SEALSQ CORP 1,103,028.0 $3.5M 0.00% NEW $3.15
2509 ABT PUT ABBOTT LABORATORIES Healthcare 38,200.0 $3.5M 0.00% +12K +44.7% $90.74 +23.2%
2510 ACDC PROFRAC HLDG CORP Energy 595,679.0 $3.5M 0.00% +472K +382.9% $5.81 -9.9%
2511 HCC WARRIOR MET COAL INC Energy 42,347.0 $3.4M 0.00% -256K -85.8% $81.16 +34.0%
2512 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 184,739.0 $3.4M 0.00% +162K +698.0% $18.57 -29.1%
2513 SBUX PUT STARBUCKS CORP Consumer Cyclical 33,500.0 $3.4M 0.00% +22K +179.2% $102.19 +4.7%
2514 OCGN OCUGEN INC Healthcare 2,230,179.0 $3.4M 0.00% -21K -0.9% $1.53 -9.5%
2515 GLUE MONTE ROSA THERAPEUTICS INC Healthcare 140,923.0 $3.4M 0.00% +122K +630.2% $24.20 -40.7%
2516 NMP NMP ACQUISITION CORP Financial Services 332,291.0 $3.4M 0.00% $10.26 +1.0%
2517 INDIGO ACQUISITION CORP 332,291.0 $3.4M 0.00% $10.25
2518 DCH DAUCH CORP Industrials 628,180.0 $3.4M 0.00% -237K -27.4% $5.42 +18.5%
2519 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 12,930.0 $3.4M 0.00% -48K -78.6% $263.26 +37.1%
2520 LITHIUM ARGENTINA AG 409,590.0 $3.4M 0.00% +117K +40.0% $8.27
Page 126 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%