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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 128 of 228  ·  4,546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2541 TWELVE SEAS INVT CO III 271,875.0 $2.7M 0.00% NEW $9.87
2542 ABT CALL ABBOTT LABORATORIES Healthcare 26,100.0 $2.7M 0.00% NEW $102.67 -15.6%
2543 JBGS JBG SMITH PPTYS Real Estate 183,203.0 $2.7M 0.00% +120K +188.1% $14.61 +1.2%
2544 AMGN PUT AMGEN INC Healthcare 7,600.0 $2.7M 0.00% -6K -45.7% $351.85 -4.5%
2545 IRIS ACQUISITION CORP II 271,875.0 $2.7M 0.00% NEW $9.82
2546 FAST FASTENAL CO Industrials 57,502.0 $2.7M 0.00% +51K +771.2% $46.40 -3.4%
2547 IBKR PUT INTERACTIVE BROKERS GROUP IN Financial Services 39,700.0 $2.7M 0.00% +17K +73.4% $67.07 +26.5%
2548 AVNT AVIENT CORPORATION Basic Materials 73,249.0 $2.7M 0.00% +29K +66.9% $36.30 -0.6%
2549 ORI OLD REP INTL CORP Financial Services 66,449.0 $2.7M 0.00% NEW $39.90 -5.7%
2550 CELH CALL CELSIUS HLDGS INC Consumer Defensive 74,700.0 $2.7M 0.00% -10K -12.3% $35.48 -7.0%
2551 JLL JONES LANG LASALLE INC Real Estate 8,699.0 $2.6M 0.00% +5K +130.2% $304.32 -6.1%
2552 VLO CALL VALERO ENERGY CORP Energy 10,700.0 $2.6M 0.00% -300.0 -2.7% $247.08 -0.6%
2553 MEOH METHANEX CORP Basic Materials 44,297.0 $2.6M 0.00% -152K -77.5% $59.54 -0.0%
2554 REPL REPLIMUNE GROUP INC Healthcare 344,751.0 $2.6M 0.00% -99K -22.4% $7.65 +10.4%
2555 QUBT QUANTUM COMPUTING INC Technology 384,252.0 $2.6M 0.00% NEW $6.85 +68.7%
2556 CSCO CISCO SYS INC Technology 33,900.0 $2.6M 0.00% $77.59 +53.3%
2557 HAVA HARVARD AVE ACQUISITION CORP Financial Services 262,812.0 $2.6M 0.00% $10.00 +1.0%
2558 ETON PHARMACEUTICALS INC 106,393.0 $2.6M 0.00% +30K +38.9% $24.68
2559 LSCC LATTICE SEMICONDUCTOR CORP Technology 28,300.0 $2.6M 0.00% +23K +470.6% $92.76 +56.8%
2560 LSPD LIGHTSPEED COMMERCE INC Technology 292,502.0 $2.6M 0.00% -365K -55.5% $8.96 +6.4%
Page 128 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%