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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 148 of 228  ·  4,546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2941 FSLR PUT FIRST SOLAR INC Energy 8,000.0 $1.6M 0.00% -10K -55.6% $197.26 +38.7%
2942 CRS PUT CARPENTER TECHNOLOGY CORP Industrials 4,000.0 $1.6M 0.00% -5K -56.0% $394.15 +16.9%
2943 PRGO PERRIGO CO PLC Healthcare 146,673.0 $1.6M 0.00% -162K -52.6% $10.74 +3.9%
2944 GOSS GOSSAMER BIO INC Healthcare 4,780,851.0 $1.6M 0.00% +1.4M +40.7% $0.33 -33.7%
2945 TCMD TACTILE SYS TECHNOLOGY INC Healthcare 60,045.0 $1.6M 0.00% +44K +263.5% $26.13 -4.1%
2946 KYTX KYVERNA THERAPEUTICS INC Healthcare 181,615.0 $1.6M 0.00% -24K -11.5% $8.63 -0.5%
2947 IPGP IPG PHOTONICS CORP Technology 13,658.0 $1.6M 0.00% -10K -41.3% $114.59 +2.1%
2948 STRW STRAWBERRY FIELDS REIT INC Real Estate 131,190.0 $1.6M 0.00% +64K +96.5% $11.90 +11.3%
2949 POWW OUTDOOR HOLDING CO Industrials 776,518.0 $1.6M 0.00% +709K +1047.9% $2.01 +4.0%
2950 IDN INTELLICHECK MOBILISA INC Technology 223,158.0 $1.6M 0.00% -103K -31.6% $6.99 -40.1%
2951 AMRN AMARIN CORP PLC Healthcare 107,542.0 $1.6M 0.00% -4K -3.3% $14.46 +0.4%
2952 QFIN QFIN HOLDINGS INC Financial Services 120,300.0 $1.6M 0.00% +97K +425.3% $12.91 +21.9%
2953 STEM INC 175,389.0 $1.6M 0.00% +90K +106.1% $8.84
2954 AVY AVERY DENNISON CORP Industrials 8,975.0 $1.5M 0.00% +155.0 +1.8% $172.68 -7.0%
2955 WSBF WATERSTONE FINL INC MD Financial Services 85,925.0 $1.5M 0.00% +10K +13.5% $18.03 +2.9%
2956 TD PUT TORONTO DOMINION BK ONT Financial Services 16,600.0 $1.5M 0.00% NEW $93.31 +20.2%
2957 SGMO SANGAMO THERAPEUTICS INC Healthcare 6,270,441.0 $1.5M 0.00% +1.5M +31.8% $0.25 -17.4%
2958 NET CALL CLOUDFLARE INC Technology 7,500.0 $1.5M 0.00% +4K +150.0% $206.34 +1.4%
2959 SNPS PUT SYNOPSYS INC Technology 3,900.0 $1.5M 0.00% -4K -51.2% $396.48 +32.6%
2960 DGRS WISDOMTREE TR 29,100.0 $1.5M 0.00% NEW $52.96 +6.7%
Page 148 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%