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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 150 of 228  ·  4,546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2981 PKST PEAKSTONE REALTY TRUST Real Estate 71,543.0 $1.5M 0.00% NEW $20.89 +0.5%
2982 IBBQ INVESCO EXCH TRADED FD TR II 51,400.0 $1.5M 0.00% +22K +77.2% $28.99 +1.8%
2983 TIMB TIM S A Communication Services 56,200.0 $1.5M 0.00% NEW $26.49 -15.9%
2984 PRQR PROQR THRAPEUTICS N V Healthcare 918,857.0 $1.5M 0.00% +79K +9.5% $1.62 -3.7%
2985 TITN TITAN MACHY INC Industrials 88,915.0 $1.5M 0.00% +13K +17.2% $16.72 +29.4%
2986 ACRS ACLARIS THERAPEUTICS INC Healthcare 395,637.0 $1.5M 0.00% -179K -31.1% $3.75 +22.1%
2987 AVBH AVIDBANK HLDGS INC Financial Services 52,046.0 $1.5M 0.00% -21K -29.0% $28.50 +7.8%
2988 MS PUT MORGAN STANLEY Financial Services 9,000.0 $1.5M 0.00% +2K +28.6% $164.57 +22.5%
2989 CALL FORTINET INC 18,100.0 $1.5M 0.00% -10K -35.4% $81.72
2990 MSI CALL MOTOROLA SOLUTIONS INC Technology 3,400.0 $1.5M 0.00% +3K +385.7% $433.97 -5.8%
2991 CZWI CITIZENS CMNTY BANCORP INC M Financial Services 74,411.0 $1.5M 0.00% +29K +64.4% $19.80 +4.3%
2992 ETD ETHAN ALLEN INTERIORS INC Consumer Cyclical 66,130.0 $1.5M 0.00% -3K -4.4% $22.26 -7.6%
2993 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 21,194.0 $1.5M 0.00% -23K -52.0% $69.37 +21.0%
2994 APOS APOLLO GLOBAL MGMT INC Financial Services 13,187.0 $1.5M 0.00% -10K -43.1% $111.42 -76.6%
2995 SKYT SKYWATER TECHNOLOGY INC Technology 53,550.0 $1.5M 0.00% -28K -34.0% $27.41 +38.2%
2996 TRU TRANSUNION Industrials 21,110.0 $1.5M 0.00% $69.19 +2.4%
2997 COP PUT CONOCOPHILLIPS Energy 11,000.0 $1.5M 0.00% -14K -56.0% $132.00 -12.8%
2998 OXY CALL OCCIDENTAL PETE CORP Energy 22,300.0 $1.4M 0.00% -68K -75.3% $65.00 -12.5%
2999 YELP YELP INC Communication Services 58,500.0 $1.4M 0.00% NEW $24.74 -7.3%
3000 MLAB MESA LABS INC Technology 16,359.0 $1.4M 0.00% +4K +33.7% $88.42 +2.7%
Page 150 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%