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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 149 of 228  ·  4,546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2961 IESC IES HOLDINGS INC Industrials 3,220.0 $1.5M 0.00% -3K -51.9% $476.47 +45.7%
2962 FUTU FUTU HLDGS LTD Financial Services 11,200.0 $1.5M 0.00% -36K -76.1% $136.76 -19.4%
2963 EHAB ENHABIT INC Healthcare 108,400.0 $1.5M 0.00% -32K -22.7% $14.09 -2.1%
2964 1RT ACQUISITION CORP. 150,624.0 $1.5M 0.00% $10.14
2965 HLIT HARMONIC INC Technology 169,911.0 $1.5M 0.00% $8.98 +90.5%
2966 RH PUT RH Consumer Cyclical 10,900.0 $1.5M 0.00% +8K +263.3% $139.82 +2.7%
2967 LTBR LIGHTBRIDGE CORP Industrials 142,636.0 $1.5M 0.00% -72K -33.5% $10.66 +5.8%
2968 QCOM PUT QUALCOMM INC Technology 11,800.0 $1.5M 0.00% -46K -79.7% $128.78 +81.2%
2969 UFPT UFP TECHNOLOGIES INC Healthcare 7,843.0 $1.5M 0.00% +300.0 +4.0% $193.60 +16.9%
2970 CGUS CAPITAL GROUP CORE EQUITY ET 39,500.0 $1.5M 0.00% NEW $38.42 +14.3%
2971 MVBF MVB FINL CORP Financial Services 60,981.0 $1.5M 0.00% -15K -19.4% $24.83 +6.3%
2972 SLYV SPDR SERIES TRUST 15,980.0 $1.5M 0.00% -12K -42.2% $94.58 +11.0%
2973 ATNI ATN INTL INC Communication Services 55,480.0 $1.5M 0.00% NEW $27.22 +4.4%
2974 ASPN ASPEN AEROGELS INC Industrials 441,436.0 $1.5M 0.00% -316K -41.7% $3.42 +86.0%
2975 SEIC SEI INVTS CO Financial Services 19,200.0 $1.5M 0.00% NEW $78.47 +14.3%
2976 BTU PUT PEABODY ENGR CORP Energy 45,600.0 $1.5M 0.00% -5K -10.6% $32.95 -20.1%
2977 MA CALL MASTERCARD INCORPORATED Financial Services 3,000.0 $1.5M 0.00% NEW $499.66 -0.9%
2978 FONR FONAR CORP Healthcare 80,710.0 $1.5M 0.00% NEW $18.56 +2.4%
2979 THRY THRYV HLDGS INC Communication Services 545,848.0 $1.5M 0.00% +210K +62.4% $2.74 +33.6%
2980 ULTA ULTA BEAUTY INC Consumer Cyclical 2,860.0 $1.5M 0.00% NEW $522.71 -2.9%
Page 149 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%