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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 136 of 251  ·  5,017 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2701 SHOP PUT SHOPIFY INC Technology 24,100.0 $2.8M 0.00% +8K +46.1% $114.18 +35.7%
2702 BWA BORGWARNER INC Consumer Cyclical 41,437.0 $2.8M 0.00% -18K -30.1% $66.40 -2.1%
2703 IBKR PUT INTERACTIVE BROKERS GROUP IN Financial Services 31,600.0 $2.8M 0.00% -8K -20.4% $87.04 +11.1%
2704 AIP ARTERIS INC Technology 56,600.0 $2.8M 0.00% NEW $48.59 -51.5%
2705 RNST RENASANT CORP Financial Services 64,617.0 $2.7M 0.00% +36K +123.0% $42.54 -3.3%
2706 AXON CALL AXON ENTERPRISE INC Industrials 4,900.0 $2.7M 0.00% -6K -56.2% $560.61 +8.8%
2707 RDWR RADWARE LTD Technology 88,987.0 $2.7M 0.00% -27K -23.2% $30.86 -4.9%
2708 IRON DOME ACQUISITION I CORP 271,875.0 $2.7M 0.00% NEW $10.10
2709 MGV VANGUARD WORLD FD 16,793.0 $2.7M 0.00% NEW $163.45 +2.5%
2710 DYNF BLACKROCK ETF TRUST 40,300.0 $2.7M 0.00% -482K -92.3% $68.01 +2.4%
2711 ARCHIMEDES TECH SPAC PTNRS I 273,791.0 $2.7M 0.00% $10.01
2712 PLPC PREFORMED LINE PRODS CO Industrials 6,671.0 $2.7M 0.00% -8K -55.0% $410.56 +2.0%
2713 MIST MILESTONE PHARMACEUTICALS IN Healthcare 2,040,015.0 $2.7M 0.00% -277K -12.0% $1.34 -7.8%
2714 POWW OUTDOOR HOLDING CO Industrials 1,197,905.0 $2.7M 0.00% +421K +54.3% $2.28 -2.9%
2715 TDWD TAILWIND 2.0 ACQUISITION COR Financial Services 271,875.0 $2.7M 0.00% $10.04 +0.7%
2716 DISCIPLINED GROWTH 271,875.0 $2.7M 0.00% NEW $10.04
2717 INSIGHT DIGITAL PARTNERS II 271,875.0 $2.7M 0.00% $10.04
2718 FYX FIRST TR EXCHANGE-TRADED ALP 18,900.0 $2.7M 0.00% +13K +237.5% $144.30 -0.5%
2719 SCII SC II ACQUISITION CORP Financial Services 271,875.0 $2.7M 0.00% $10.03 +1.1%
2720 JAB ACQUISITION CORP I 271,875.0 $2.7M 0.00% NEW $10.03
Page 136 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%