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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 155 of 228  ·  4,546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3081 ARKG ARK ETF TR 47,800.0 $1.3M 0.00% -170K -78.0% $26.42 +20.6%
3082 PWR CALL QUANTA SVCS INC Industrials 2,300.0 $1.3M 0.00% -2K -42.5% $549.02 +33.9%
3083 DOCN CALL DIGITALOCEAN HLDGS INC Technology 14,700.0 $1.3M 0.00% NEW $85.78 +76.3%
3084 SHO SUNSTONE HOTEL INVS INC NEW Real Estate 139,685.0 $1.3M 0.00% NEW $9.01 +20.8%
3085 SFM CALL SPROUTS FMRS MKT INC Consumer Defensive 16,300.0 $1.3M 0.00% +11K +191.1% $77.13 +15.5%
3086 IVA INVENTIVA SA Healthcare 226,406.0 $1.3M 0.00% +169K +294.3% $5.55 -6.7%
3087 HITI HIGH TIDE INC Healthcare 547,234.0 $1.3M 0.00% +35K +6.9% $2.29 +3.7%
3088 ABOS ACUMEN PHARMACEUTICALS INC Healthcare 530,812.0 $1.3M 0.00% +388K +270.6% $2.36 +7.4%
3089 AVNS AVANOS MED INC Healthcare 89,149.0 $1.2M 0.00% -76K -46.1% $14.01 +76.8%
3090 CMTL COMTECH TELECOMMUNICATIONS C Technology 376,091.0 $1.2M 0.00% -6K -1.5% $3.32 +52.1%
3091 SA SEABRIDGE GOLD INC Basic Materials 44,050.0 $1.2M 0.00% NEW $28.34 +10.1%
3092 VERX VERTEX INC Technology 104,888.0 $1.2M 0.00% NEW $11.89 +7.0%
3093 NEW YORK LIFE INVESTMENTS ET 24,300.0 $1.2M 0.00% NEW $51.21
3094 QUIK QUICKLOGIC CORP Technology 132,628.0 $1.2M 0.00% +41K +44.9% $9.38 +136.9%
3095 ALL PUT ALLSTATE CORP Financial Services 6,000.0 $1.2M 0.00% NEW $207.34 +1.5%
3096 ISMD NORTHERN LTS FD TR IV 31,100.0 $1.2M 0.00% +20K +177.7% $39.97 +18.2%
3097 EW CALL EDWARDS LIFESCIENCES CORP Healthcare 15,500.0 $1.2M 0.00% NEW $80.08 +8.1%
3098 ZIP ZIPRECRUITER INC Industrials 673,480.0 $1.2M 0.00% +92K +15.7% $1.84 +76.1%
3099 EVT EATON VANCE TAX ADVT DIV INC Financial Services 50,315.0 $1.2M 0.00% -59K -54.1% $24.55 +9.4%
3100 ZECP ZACKS TRUST 36,500.0 $1.2M 0.00% NEW $33.83 +9.7%
Page 155 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%