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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 143 of 228  ·  4,546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2841 ZTS PUT ZOETIS INC Healthcare 15,200.0 $1.8M 0.00% NEW $118.21 -33.1%
2842 GOOD GLADSTONE COMMERCIAL CORP Real Estate 157,121.0 $1.8M 0.00% NEW $11.43 +11.2%
2843 XFLH CAP CORP 181,250.0 $1.8M 0.00% NEW $9.87
2844 BCAX BICARA THERAPEUTICS INC Healthcare 89,881.0 $1.8M 0.00% -9K -8.7% $19.89 +7.2%
2845 WPAC WHITE PEARL ACQUISITION CORP Financial Services 181,250.0 $1.8M 0.00% NEW $9.86 +1.0%
2846 MBIN MERCHANTS BANCORP IND Financial Services 41,621.0 $1.8M 0.00% -39K -48.1% $42.91 +8.9%
2847 UAC UNITED ACQUISITION CORP I Financial Services 181,250.0 $1.8M 0.00% NEW $9.80 +1.0%
2848 RF ACQUISITION CORP III 181,250.0 $1.8M 0.00% NEW $9.79
2849 SDGR SCHRODINGER INC Healthcare 155,900.0 $1.8M 0.00% -281K -64.3% $11.36 +22.0%
2850 TWST TWIST BIOSCIENCE CORP Healthcare 37,200.0 $1.8M 0.00% NEW $47.52 +42.8%
2851 KMI PUT KINDER MORGAN INC DEL Energy 52,700.0 $1.8M 0.00% NEW $33.53 -4.4%
2852 ASCENT INDUSTRIES CO 132,493.0 $1.8M 0.00% +26K +24.1% $13.31
2853 TYGO TIGO ENERGY INC Energy 466,109.0 $1.8M 0.00% -77K -14.2% $3.76 +9.8%
2854 MODL VICTORY PORTFOLIOS II 39,200.0 $1.8M 0.00% NEW $44.69 +14.2%
2855 PSX CALL PHILLIPS 66 Energy 9,600.0 $1.7M 0.00% -3K -26.1% $182.18 -2.9%
2856 BIBL NORTHERN LTS FD TR IV 37,000.0 $1.7M 0.00% -8K -17.4% $47.15 +14.9%
2857 MH MCGRAW HILL INC Consumer Defensive 127,319.0 $1.7M 0.00% -5K -3.7% $13.70 -14.2%
2858 FCBC FIRST CMNTY BANKSHARES INC V Financial Services 41,838.0 $1.7M 0.00% +15K +55.1% $41.52 +2.1%
2859 VPG VISHAY PRECISION GROUP INC Technology 39,969.0 $1.7M 0.00% +14K +53.4% $43.42 +196.4%
2860 YPF PUT YPF SOCIEDAD ANONIMA Energy 37,500.0 $1.7M 0.00% -9K -18.8% $46.22 +11.9%
Page 143 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%