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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 135 of 228  ·  4,546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2681 UUUU CALL ENERGY FUELS INC Energy 121,400.0 $2.2M 0.00% +92K +318.6% $18.25 +0.1%
2682 ORIQ ORIGIN INVT CORP I Financial Services 217,499.0 $2.2M 0.00% $10.17 +1.2%
2683 SILA SILA REALTY TRUST INC Real Estate 93,200.0 $2.2M 0.00% +72K +345.9% $23.68 +27.7%
2684 MECHANICS BANCORP 149,557.0 $2.2M 0.00% NEW $14.75
2685 RNGR RANGER ENERGY SVCS INC Energy 128,681.0 $2.2M 0.00% +111K +619.9% $17.14 -11.2%
2686 RERE ATRENEW INC Consumer Cyclical 469,763.0 $2.2M 0.00% +121K +34.8% $4.69 +0.2%
2687 STRL PUT STERLING INFRASTRUCTURE INC Industrials 5,400.0 $2.2M 0.00% +5K +671.4% $407.27 +112.1%
2688 PUT FORTINET INC 26,900.0 $2.2M 0.00% -7K -21.1% $81.72
2689 KDP KEURIG DR PEPPER INC Consumer Defensive 83,105.0 $2.2M 0.00% +50K +152.1% $26.33 +13.7%
2690 AI INFRASTRUCTURE ACQUISI 217,499.0 $2.2M 0.00% $10.03
2691 UNTY UNITY BANCORP INC Financial Services 42,071.0 $2.2M 0.00% +8K +21.8% $51.83 +7.8%
2692 HIFS HINGHAM INSTN SVGS MASS Financial Services 7,626.0 $2.2M 0.00% -407.0 -5.1% $285.84 -0.6%
2693 CVCO CAVCO INDS INC DEL Consumer Cyclical 4,500.0 $2.2M 0.00% NEW $484.29 +12.3%
2694 KEP KOREA ELEC PWR CORP Utilities 152,879.0 $2.2M 0.00% +59K +63.6% $14.25 -7.6%
2695 SHLS SHOALS TECHNOLOGIES GROUP IN Energy 330,888.0 $2.2M 0.00% -43K -11.5% $6.58 +84.5%
2696 BFST BUSINESS FIRST BANCSHARES IN Financial Services 80,372.0 $2.2M 0.00% +17K +26.7% $27.04 +5.8%
2697 CAR AVIS BUDGET GROUP INC Industrials 14,896.0 $2.2M 0.00% -21K -58.9% $145.85 +18.1%
2698 TTEC TTEC HLDGS INC Technology 868,329.0 $2.2M 0.00% +347K +66.5% $2.50 +9.4%
2699 PONO CAP FOUR INC 217,499.0 $2.2M 0.00% NEW $9.98
2700 BMY CALL BRISTOL-MYERS SQUIBB CO Healthcare 35,700.0 $2.2M 0.00% NEW $60.65 -6.5%
Page 135 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%