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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 147 of 228  ·  4,546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2921 AQN ALGONQUIN POWER & UTILITIES Utilities 263,539.0 $1.6M 0.00% -454K -63.3% $6.14 -3.4%
2922 JANX JANUX THERAPEUTICS INC Healthcare 116,099.0 $1.6M 0.00% -355K -75.3% $13.90 +3.9%
2923 OKLO PUT OKLO INC Utilities 32,500.0 $1.6M 0.00% +18K +116.7% $49.59 +36.8%
2924 HRB BLOCK H & R INC Consumer Cyclical 50,738.0 $1.6M 0.00% NEW $31.74 +21.9%
2925 SOLENO THERAPEUTICS INC 48,092.0 $1.6M 0.00% NEW $33.48
2926 CACC CREDIT ACCEP CORP MICH Financial Services 3,800.0 $1.6M 0.00% +3K +358.4% $423.46 +30.5%
2927 NU CALL NU HLDGS LTD Financial Services 111,800.0 $1.6M 0.00% +86K +333.3% $14.37 -9.3%
2928 WEC WEC ENERGY GROUP INC Utilities 13,869.0 $1.6M 0.00% NEW $115.77 -2.4%
2929 HDSN HUDSON TECHNOLOGIES INC Basic Materials 272,925.0 $1.6M 0.00% +138K +101.6% $5.88 -7.8%
2930 EWTX EDGEWISE THERAPEUTICS INC Healthcare 50,848.0 $1.6M 0.00% $31.50 +6.5%
2931 MX MAGNACHIP SEMICONDUCTOR CORP Technology 571,834.0 $1.6M 0.00% +259K +82.9% $2.80 +112.5%
2932 JCI CALL JOHNSON CONTROLS INTERNATION Industrials 12,200.0 $1.6M 0.00% -1K -9.6% $130.95 +5.5%
2933 SMMV ISHARES TR 36,600.0 $1.6M 0.00% +2K +4.9% $43.62 +2.0%
2934 NUE CALL NUCOR CORP Basic Materials 9,400.0 $1.6M 0.00% +7K +370.0% $169.10 +45.8%
2935 NXDR NEXTDOOR HOLDINGS INC Communication Services 1,134,375.0 $1.6M 0.00% +120K +11.8% $1.40 +45.7%
2936 SNPS CALL SYNOPSYS INC Technology 4,000.0 $1.6M 0.00% +1K +42.9% $396.48 +32.6%
2937 RRR RED ROCK RESORTS INC Consumer Cyclical 29,700.0 $1.6M 0.00% NEW $53.36 +7.8%
2938 TMC TMC THE METALS COMPANY INC Basic Materials 338,957.0 $1.6M 0.00% +84K +33.0% $4.67 +22.3%
2939 FVAL FIDELITY COVINGTON TRUST 22,800.0 $1.6M 0.00% -66K -74.4% $69.40 +14.3%
2940 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 29,978.0 $1.6M 0.00% -88K -74.6% $52.75 +10.4%
Page 147 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%