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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 154 of 228  ·  4,546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3061 MDT PUT MEDTRONIC PLC Healthcare 15,000.0 $1.3M 0.00% +1K +8.7% $86.65 -12.0%
3062 IMRX IMMUNEERING CORP Healthcare 244,771.0 $1.3M 0.00% +38K +18.2% $5.27 +2.1%
3063 RBB RBB BANCORP Financial Services 60,336.0 $1.3M 0.00% -6K -8.8% $21.37 +11.6%
3064 TROW CALL PRICE T ROWE GROUP INC Financial Services 14,300.0 $1.3M 0.00% +12K +581.0% $90.14 +16.1%
3065 SBSW PUT SIBANYE STILLWATER LTD Basic Materials 104,500.0 $1.3M 0.00% -1.7M -94.2% $12.32 -3.9%
3066 ZETA CALL ZETA GLOBAL HOLDINGS CORP Technology 80,800.0 $1.3M 0.00% +36K +80.8% $15.92 +20.9%
3067 EMR PUT EMERSON ELEC CO Industrials 9,800.0 $1.3M 0.00% +7K +226.7% $131.02 +6.5%
3068 ITRN ITURAN LOCATION AND CONTROL Technology 26,177.0 $1.3M 0.00% +10K +63.5% $49.01 +31.2%
3069 SPIRE GLOBAL INC 101,899.0 $1.3M 0.00% +48K +90.1% $12.58
3070 REPOSITRAK INC 168,501.0 $1.3M 0.00% +112K +198.4% $7.60
3071 SOULPOWER ACQUISITION CORP 124,849.0 $1.3M 0.00% -587K -82.5% $10.25
3072 FSTA FIDELITY COVINGTON TRUST 24,400.0 $1.3M 0.00% NEW $52.33 +2.0%
3073 PSX PUT PHILLIPS 66 Energy 7,000.0 $1.3M 0.00% -2K -26.3% $182.18 -3.3%
3074 MCBS METROCITY BANKSHARES INC Financial Services 44,465.0 $1.3M 0.00% +35K +383.1% $28.67 +14.0%
3075 EBAY PUT EBAY INC. Consumer Cyclical 14,000.0 $1.3M 0.00% +11K +366.7% $91.02 +22.7%
3076 PBR CALL PETROLEO BRASILEIRO S A Energy 61,400.0 $1.3M 0.00% NEW $20.75 -8.3%
3077 UNH CALL UNITEDHEALTH GROUP INC Healthcare 4,700.0 $1.3M 0.00% -54K -92.0% $270.59 +41.5%
3078 SCSC SCANSOURCE INC Technology 35,018.0 $1.3M 0.00% NEW $36.30 +24.9%
3079 CIG CIA ENERGETICA DE MINAS GERA Utilities 531,354.0 $1.3M 0.00% -215K -28.8% $2.39 -8.8%
3080 MPAA MOTORCAR PTS AMER INC Consumer Cyclical 114,730.0 $1.3M 0.00% +23K +25.2% $11.06 +0.7%
Page 154 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%