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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 136 of 228  ·  4,546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2701 FRBA FIRST BK WILLIAMSTOWN NEW JE Financial Services 135,211.0 $2.2M 0.00% +62K +84.4% $16.00 -1.4%
2702 ANDG ANDERSEN GROUP INC Consumer Cyclical 79,370.0 $2.2M 0.00% +67K +561.4% $27.20 +42.3%
2703 XSLV INVESCO EXCH TRADED FD TR II 45,500.0 $2.1M 0.00% -6K -11.0% $47.20 +5.3%
2704 K2 CAP ACQUISITION CORP 217,499.0 $2.1M 0.00% NEW $9.87
2705 OXY PUT OCCIDENTAL PETE CORP Energy 33,000.0 $2.1M 0.00% -50K -60.2% $65.00 -13.4%
2706 LRMR LARIMAR THERAPEUTICS INC Healthcare 475,612.0 $2.1M 0.00% +180K +61.1% $4.50 -23.6%
2707 FN CALL FABRINET Technology 4,100.0 $2.1M 0.00% $521.52 +20.5%
2708 PWR QUANTA SVCS INC Industrials 3,878.0 $2.1M 0.00% NEW $549.02 +29.6%
2709 CHKP CHECK POINT SOFTWARE TECH LT Technology 14,900.0 $2.1M 0.00% +4K +37.2% $142.85 -5.9%
2710 CRESCENT BIOPHARMA INC. 115,828.0 $2.1M 0.00% -9K -7.5% $18.37
2711 CLIMB BIO INC 310,606.0 $2.1M 0.00% -256K -45.2% $6.85
2712 WMB WILLIAMS COS INC Energy 29,099.0 $2.1M 0.00% -23K -43.7% $72.78 -1.9%
2713 AXP CALL AMERICAN EXPRESS CO Financial Services 7,000.0 $2.1M 0.00% -2K -22.2% $302.48 +5.2%
2714 KO PUT COCA COLA CO Consumer Defensive 27,800.0 $2.1M 0.00% -9K -23.8% $76.05 +4.3%
2715 VGZ VISTA GOLD CORP Basic Materials 1,078,259.0 $2.1M 0.00% +17K +1.6% $1.96 +22.7%
2716 ARDT ARDENT HEALTH INC Healthcare 246,307.0 $2.1M 0.00% +118K +92.7% $8.56 +9.1%
2717 FPX FIRST TR EXCHANGE-TRADED FD 13,270.0 $2.1M 0.00% NEW $158.81 +22.0%
2718 ARI APOLLO COML REAL ESTATE FIN Real Estate 199,270.0 $2.1M 0.00% -64K -24.3% $10.56 +4.6%
2719 MRBK MERIDIAN CORP Financial Services 110,949.0 $2.1M 0.00% +10K +10.4% $18.96 -4.5%
2720 BDC BELDEN INC Technology 18,304.0 $2.1M 0.00% +8K +80.9% $114.83 -8.9%
Page 136 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%