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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 158 of 251  ·  5,017 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3141 SNDA SONIDA SENIOR LIVING INC Healthcare 42,112.0 $1.7M 0.00% +30K +253.2% $40.80 +0.4%
3142 BX PUT BLACKSTONE INC Financial Services 14,600.0 $1.7M 0.00% NEW $117.67 +21.8%
3143 UFCS UNITED FIRE GROUP INC Financial Services 32,700.0 $1.7M 0.00% -63K -66.0% $52.44 +2.0%
3144 IHS IHS HOLDING LIMITED Communication Services 206,700.0 $1.7M 0.00% -2.2M -91.6% $8.24 +1.2%
3145 NEE CALL NEXTERA ENERGY INC Utilities 19,400.0 $1.7M 0.00% NEW $87.77 -4.0%
3146 TGLS TECNOGLASS INC Basic Materials 36,353.0 $1.7M 0.00% +23K +182.2% $46.81 -13.7%
3147 MOS CALL MOSAIC CO Basic Materials 80,300.0 $1.7M 0.00% NEW $21.19 +14.5%
3148 MTCH MATCH GROUP INC NEW Communication Services 44,700.0 $1.7M 0.00% -19K -29.5% $38.05 +10.9%
3149 ESP ESPEY MFG & ELECTRS CORP Industrials 25,151.0 $1.7M 0.00% -922.0 -3.5% $67.35 -7.8%
3150 IYE ISHARES TR 29,900.0 $1.7M 0.00% NEW $56.59 +16.2%
3151 AUDC AUDIOCODES LTD Technology 174,741.0 $1.7M 0.00% +47K +36.5% $9.68 +1.3%
3152 TRGP PUT TARGA RES CORP Energy 6,300.0 $1.7M 0.00% +5K +320.0% $268.14 +7.0%
3153 MRNA PUT MODERNA INC Healthcare 24,100.0 $1.7M 0.00% -41K -62.9% $70.03 +126.8%
3154 NUAI NEW ERA ENERGY & DIGITAL INC Energy 264,057.0 $1.7M 0.00% NEW $6.38 -20.5%
3155 COP PUT CONOCOPHILLIPS Energy 16,200.0 $1.7M 0.00% +5K +47.3% $103.96 +26.8%
3156 LW LAMB WESTON HLDGS INC Consumer Defensive 38,985.0 $1.7M 0.00% +11K +40.2% $43.18 +28.2%
3157 WRBY WARBY PARKER INC Healthcare 55,335.0 $1.7M 0.00% -165K -74.9% $30.34 -14.3%
3158 IBBQ INVESCO EXCH TRADED FD TR II 51,400.0 $1.7M 0.00% $32.66 +12.7%
3159 HPE PUT HEWLETT PACKARD ENTERPRISE C Technology 37,100.0 $1.7M 0.00% -1K -3.4% $45.11 +18.5%
3160 TEL CALL TE CONNECTIVITY PLC Technology 8,300.0 $1.7M 0.00% +6K +315.0% $201.61 -0.1%
Page 158 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%