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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 128 of 251  ·  5,017 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2541 NNDM NANO DIMENSION LTD Technology 2,285,332.0 $3.3M 0.00% -243K -9.6% $1.45 +9.0%
2542 WLK WESTLAKE CORPORATION Basic Materials 45,357.0 $3.3M 0.00% NEW $73.00 +1.3%
2543 OAKM HARRIS OAKMARK ETF TRUST 117,400.0 $3.3M 0.00% NEW $28.17 +12.3%
2544 ATLANTA BRAVES HLDGS INC 63,520.0 $3.3M 0.00% NEW $51.90
2545 SBUX CALL STARBUCKS CORP Consumer Cyclical 32,100.0 $3.3M 0.00% +20K +167.5% $102.19 +5.0%
2546 HD CALL HOME DEPOT INC Consumer Cyclical 9,300.0 $3.3M 0.00% -6K -39.2% $352.68 -6.8%
2547 AAOI APPLIED OPTOELECTRONICS INC Technology 22,113.0 $3.3M 0.00% -319K -93.5% $148.16 -23.5%
2548 HALL CHADWICK ACQUISITION CO 326,250.0 $3.3M 0.00% $10.04
2549 OGN ORGANON & CO Healthcare 241,392.0 $3.3M 0.00% -2.9M -92.3% $13.54 +1.6%
2550 CRNX CRINETICS PHARMACEUTICALS IN Healthcare 87,299.0 $3.3M 0.00% $37.42 +126.8%
2551 CBNK CAPITAL BANCORP INC MD Financial Services 92,982.0 $3.3M 0.00% +2K +2.3% $35.12 +3.5%
2552 CHIPMOS TECHNOLOGIES INC 50,810.0 $3.3M 0.00% +21K +68.1% $64.25
2553 ESRT EMPIRE ST RLTY TR INC Real Estate 601,281.0 $3.3M 0.00% -62K -9.3% $5.41 -14.2%
2554 APOS PUT APOLLO GLOBAL MGMT INC 27,400.0 $3.2M 0.00% +19K +222.3% $118.31
2555 SLV ISHARES SILVER TR Financial Services 60,558.0 $3.2M 0.00% NEW $53.47 +17.4%
2556 RBB RBB BANCORP Financial Services 117,871.0 $3.2M 0.00% +58K +95.4% $27.41 -4.3%
2557 OKE CALL ONEOK INC NEW Energy 37,100.0 $3.2M 0.00% +27K +263.7% $86.94 +8.9%
2558 BRBS BLUE RIDGE BANKSHARES INC VA Financial Services 911,783.0 $3.2M 0.00% +224K +32.6% $3.53 +10.5%
2559 VFMV VANGUARD WELLINGTON FD 23,000.0 $3.2M 0.00% -3K -10.5% $139.36 +4.7%
2560 FIRST TR EXCHANGE-TRADED FD 100,900.0 $3.2M 0.00% NEW $31.76
Page 128 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%