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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 164 of 251  ·  5,017 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3261 O PUT REALTY INCOME CORP Real Estate 24,400.0 $1.5M 0.00% +12K +93.7% $61.96 +2.0%
3262 BIOA BIOAGE LABS INC Healthcare 61,394.0 $1.5M 0.00% +14K +30.8% $24.51 -61.7%
3263 PUT EXPAND ENERGY CORPORATION 16,500.0 $1.5M 0.00% +14K +450.0% $91.19
3264 NBXG NEUBERGER NEXT GENERATION Financial Services 90,765.0 $1.5M 0.00% $16.54 -9.3%
3265 NU CALL NU HLDGS LTD Financial Services 112,300.0 $1.5M 0.00% $13.36 +10.5%
3266 CZNC CITIZENS & NORTHN CORP Financial Services 64,339.0 $1.5M 0.00% +19K +41.2% $23.31 +11.6%
3267 VRA VERA BRADLEY INC Consumer Cyclical 385,359.0 $1.5M 0.00% +79K +25.6% $3.89 -18.5%
3268 CMI CALL CUMMINS INC Industrials 2,100.0 $1.5M 0.00% NEW $713.21 -19.9%
3269 LUV PUT SOUTHWEST AIRLS CO Industrials 29,100.0 $1.5M 0.00% NEW $51.42 -20.8%
3270 HITI HIGH TIDE INC Healthcare 654,932.0 $1.5M 0.00% +108K +19.7% $2.28 +7.9%
3271 AXSM PUT AXSOME THERAPEUTICS INC. Healthcare 6,100.0 $1.5M 0.00% +2K +64.9% $244.77 -16.1%
3272 KFY KORN FERRY Industrials 22,413.0 $1.5M 0.00% NEW $66.58 +27.3%
3273 ROKU CALL ROKU INC Communication Services 10,800.0 $1.5M 0.00% +8K +260.0% $138.14 +14.5%
3274 AMERICAN BITCOIN CORP. 2,189,173.0 $1.5M 0.00% +1.6M +264.2% $0.68
3275 QNST QUINSTREET INC Communication Services 101,734.0 $1.5M 0.00% +65K +179.9% $14.65 +39.9%
3276 CALL DAVE INC 4,000.0 $1.5M 0.00% +2K +100.0% $372.59
3277 JSML JANUS DETROIT STR TR 16,000.0 $1.5M 0.00% NEW $93.06 -3.7%
3278 DAKT DAKTRONICS INC Technology 76,039.0 $1.5M 0.00% -41K -34.8% $19.56 -2.9%
3279 RLMD RELMADA THERAPEUTICS INC Healthcare 214,915.0 $1.5M 0.00% -193K -47.3% $6.92 -33.8%
3280 CCJ PUT CAMECO CORP Energy 14,600.0 $1.5M 0.00% -4K -22.3% $101.86 +0.4%
Page 164 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%