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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 133 of 228  ·  4,546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2641 CSGP PUT COSTAR GROUP INC Real Estate 57,600.0 $2.3M 0.00% NEW $40.34 -19.3%
2642 EGBN EAGLE BANCORPORATION INC Financial Services 93,318.0 $2.3M 0.00% +34K +57.3% $24.87 +10.0%
2643 SIGA SIGA TECHNOLOGIES INC Healthcare 433,661.0 $2.3M 0.00% +423K +4069.8% $5.35 -11.6%
2644 AREC AMERICAN RES CORP Energy 957,106.0 $2.3M 0.00% +18K +1.9% $2.42 -2.9%
2645 LWAY LIFEWAY FOODS INC Consumer Defensive 119,629.0 $2.3M 0.00% -7K -5.8% $19.34 +23.6%
2646 UTHR CALL UNITED THERAPEUTICS CORP DEL Healthcare 3,900.0 $2.3M 0.00% NEW $592.98 -6.6%
2647 METALS ACQUISITION CORP II 229,167.0 $2.3M 0.00% NEW $10.09
2648 USAR PUT USA RARE EARTH INC Basic Materials 152,200.0 $2.3M 0.00% NEW $15.13 +81.7%
2649 CAH PUT CARDINAL HEALTH INC Healthcare 10,900.0 $2.3M 0.00% NEW $211.31 -6.2%
2650 BZUN BAOZUN INC Consumer Cyclical 963,515.0 $2.3M 0.00% +857K +804.0% $2.39 +9.0%
2651 XMLV INVESCO EXCH TRADED FD TR II 36,500.0 $2.3M 0.00% $62.97 +2.4%
2652 AEVA AEVA TECHNOLOGIES INC Consumer Cyclical 174,603.0 $2.3M 0.00% -268K -60.5% $13.16 +112.1%
2653 EGHT 8X8 INC NEW Technology 1,383,839.0 $2.3M 0.00% +970K +234.2% $1.66 +27.0%
2654 JAMES RIV GROUP HOLDINGS INC 364,199.0 $2.3M 0.00% +98K +36.7% $6.30
2655 WILLOW LANE ACQUISITION CRP 226,562.0 $2.3M 0.00% NEW $10.10
2656 BORR DRILLING LTD 396,427.0 $2.3M 0.00% NEW $5.77
2657 SCHW CALL SCHWAB CHARLES CORP Financial Services 24,300.0 $2.3M 0.00% +4K +21.5% $93.98 -7.5%
2658 VFQY VANGUARD WELLINGTON FD 15,300.0 $2.3M 0.00% NEW $149.23 +10.1%
2659 DAKT DAKTRONICS INC Technology 116,699.0 $2.3M 0.00% +47K +67.4% $19.55 +5.1%
2660 ESQ ESQUIRE FINL HLDGS INC Financial Services 21,185.0 $2.3M 0.00% +10K +82.1% $107.50 +2.5%
Page 133 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%