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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 145 of 251  ·  5,017 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2881 WTS WATTS WATER TECHNOLOGIES INC Industrials 5,784.0 $2.3M 0.00% -6K -50.5% $391.45 -4.0%
2882 FEPI ETF OPPORTUNITIES TRUST 52,500.0 $2.3M 0.00% NEW $43.12 -3.9%
2883 GPOR GULFPORT ENERGY CORP Energy 13,340.0 $2.3M 0.00% -13K -50.0% $169.70 +2.8%
2884 KRYS KRYSTAL BIOTECH INC Healthcare 6,084.0 $2.3M 0.00% NEW $371.67 -2.5%
2885 KKR PUT KKR & CO INC 24,600.0 $2.3M 0.00% +21K +564.9% $91.78
2886 EOG PUT EOG RES INC Energy 17,400.0 $2.3M 0.00% +11K +190.0% $129.73 +12.1%
2887 ORCL PUT ORACLE CORP Technology 15,400.0 $2.3M 0.00% -31K -66.6% $146.55 +0.8%
2888 NTGR NETGEAR INC Technology 96,632.0 $2.3M 0.00% +73K +302.6% $23.35 -7.4%
2889 GAMESTOP CORP 101,967.0 $2.3M 0.00% -2K -1.4% $22.08
2890 MSGS CALL MADISON SQUARE GRDN SPRT COR Communication Services 5,600.0 $2.3M 0.00% NEW $401.84 +0.1%
2891 MTZ PUT MASTEC INC Industrials 5,400.0 $2.2M 0.00% NEW $416.06 -40.0%
2892 VLGEA VILLAGE SUPER MKT INC Consumer Defensive 53,254.0 $2.2M 0.00% +4K +8.1% $42.18 +4.3%
2893 CLEARTHINK 1 ACQUISITION COR 226,562.0 $2.2M 0.00% NEW $9.91
2894 BLUE WTR ACQUISITION CORP IV 226,562.0 $2.2M 0.00% NEW $9.90
2895 ORIQ ORIGIN INVT CORP I Financial Services 217,499.0 $2.2M 0.00% $10.31 +0.6%
2896 RZLT REZOLUTE INC Healthcare 431,073.0 $2.2M 0.00% -400K -48.1% $5.20 -3.1%
2897 PAY PAYMENTUS HOLDINGS INC Technology 92,746.0 $2.2M 0.00% -279K -75.0% $24.16 +62.8%
2898 AMPERCAP ACQUISITION CO 226,562.0 $2.2M 0.00% NEW $9.89
2899 OVID OVID THERAPEUTICS INC Healthcare 832,378.0 $2.2M 0.00% -424K -33.8% $2.69 +6.9%
2900 PUT ETSY INC 29,700.0 $2.2M 0.00% -4K -11.6% $75.33
Page 145 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%