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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 145 of 228  ·  4,546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2881 QIAGEN NV 42,438.0 $1.7M 0.00% NEW $40.04
2882 GRPN GROUPON INC Communication Services 142,465.0 $1.7M 0.00% -369K -72.1% $11.90 +76.9%
2883 KR PUT KROGER CO Consumer Defensive 23,400.0 $1.7M 0.00% NEW $72.36 -11.8%
2884 PRECISION BIOSCIENCES INC 307,790.0 $1.7M 0.00% +168K +120.6% $5.50
2885 DE CALL DEERE & CO Industrials 3,000.0 $1.7M 0.00% $563.30 -4.3%
2886 OFLX OMEGA FLEX INC Industrials 54,339.0 $1.7M 0.00% +19K +54.9% $31.04 -1.0%
2887 RKT PUT ROCKET COS INC Financial Services 118,300.0 $1.7M 0.00% NEW $14.25 +0.9%
2888 NPWR NET POWER INC Industrials 1,080,281.0 $1.7M 0.00% +352K +48.3% $1.56 +30.1%
2889 TSEM TOWER SEMICONDUCTOR LTD Technology 9,600.0 $1.7M 0.00% -93K -90.6% $175.48 +58.2%
2890 NC NACCO INDS INC Energy 32,377.0 $1.7M 0.00% +17K +106.7% $51.97 -4.6%
2891 PUT ETSY INC 33,600.0 $1.7M 0.00% +6K +21.7% $49.98
2892 ES EVERSOURCE ENERGY Utilities 24,200.0 $1.7M 0.00% +5K +25.4% $69.28 +0.6%
2893 MOV MOVADO GROUP INC Consumer Cyclical 68,603.0 $1.7M 0.00% -30K -30.3% $24.42 +44.3%
2894 BOC BOSTON OMAHA CORP Communication Services 143,182.0 $1.7M 0.00% +33K +29.6% $11.68 +15.9%
2895 STEL STELLAR BANCORP INC Financial Services 45,641.0 $1.7M 0.00% +21K +85.3% $36.61 +2.1%
2896 SUI GROUP HOLDINGS LIMITED 1,380,302.0 $1.7M 0.00% +197K +16.6% $1.21
2897 D PUT DOMINION ENERGY INC Utilities 27,000.0 $1.7M 0.00% +23K +575.0% $61.82 +10.0%
2898 USAR CALL USA RARE EARTH INC Basic Materials 110,200.0 $1.7M 0.00% NEW $15.13 +84.5%
2899 CHTR CALL CHARTER COMMUNICATIONS INC Communication Services 7,700.0 $1.7M 0.00% -300.0 -3.8% $215.88 -32.0%
2900 HAL CALL HALLIBURTON CO Energy 42,600.0 $1.7M 0.00% -28K -39.7% $38.99 +0.9%
Page 145 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%