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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 149 of 251  ·  5,017 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2961 DPZ DOMINOS PIZZA INC Consumer Cyclical 7,040.0 $2.1M 0.00% -106K -93.8% $296.04 +18.2%
2962 DAL DELTA AIR LINES INC Industrials 22,246.0 $2.1M 0.00% NEW $93.66 -10.7%
2963 SDVY FIRST TR EXCHANGE TRADED FD 48,200.0 $2.1M 0.00% -31K -39.5% $43.14 +1.6%
2964 IMMR IMMERSION CORP Technology 307,127.0 $2.1M 0.00% +277K +919.3% $6.77 +13.1%
2965 PBR CALL PETROLEO BRASILEIRO S A Energy 128,600.0 $2.1M 0.00% +67K +109.5% $16.16 +10.5%
2966 AEVA AEVA TECHNOLOGIES INC Consumer Cyclical 72,196.0 $2.1M 0.00% -102K -58.6% $28.72 -43.7%
2967 ZURA BIO LTD 350,902.0 $2.1M 0.00% +33K +10.3% $5.90
2968 GOOD GLADSTONE COMMERCIAL CORP Real Estate 168,146.0 $2.1M 0.00% +11K +7.0% $12.30 +6.7%
2969 CORZ PUT CORE SCIENTIFIC INC NEW Technology 80,700.0 $2.1M 0.00% +44K +116.9% $25.59 -29.5%
2970 OCC OPTICAL CABLE CORP Technology 98,449.0 $2.1M 0.00% +28K +39.3% $20.97 -36.3%
2971 CG CARLYLE GROUP INC Financial Services 48,931.0 $2.1M 0.00% NEW $42.11 +16.2%
2972 LIBERTY CAP CORP 95,562.0 $2.1M 0.00% -529K -84.7% $21.56
2973 SYY PUT SYSCO CORP Consumer Defensive 24,600.0 $2.1M 0.00% +14K +127.8% $83.58 -0.1%
2974 SAFEHOLD INC 130,889.0 $2.1M 0.00% +101K +339.9% $15.70
2975 AVD AMERICAN VANGUARD CORP Basic Materials 732,819.0 $2.1M 0.00% -13K -1.8% $2.80 -20.0%
2976 HIFS HINGHAM INSTN SVGS MASS Financial Services 6,669.0 $2.0M 0.00% -957.0 -12.6% $307.15 -1.9%
2977 OPCH OPTION CARE HEALTH INC Healthcare 97,596.0 $2.0M 0.00% -86K -46.9% $20.97 +12.7%
2978 ONL ORION PROPERTIES INC Real Estate 708,069.0 $2.0M 0.00% +262K +58.8% $2.89 +1.7%
2979 CF CALL CF INDUSTRIES HOLD Basic Materials 18,900.0 $2.0M 0.00% NEW $108.26 +17.5%
2980 ETD ETHAN ALLEN INTERIORS INC Consumer Cyclical 91,562.0 $2.0M 0.00% +25K +38.5% $22.34 +6.4%
Page 149 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%