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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 167 of 228  ·  4,546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3321 METV LISTED FDS TR 57,500.0 $916K 0.00% -8K -12.8% $15.93 +18.6%
3322 CRM SALESFORCE INC Technology 4,905.0 $916K 0.00% -19K -79.5% $186.67 -5.5%
3323 CPB CALL THE CAMPBELLS COMPANY Consumer Defensive 41,100.0 $915K 0.00% NEW $22.27 -10.0%
3324 COLB COLUMBIA BKG SYS INC Financial Services 33,355.0 $915K 0.00% -44K -57.0% $27.43 +8.0%
3325 HPE PUT HEWLETT PACKARD ENTERPRISE C Technology 38,400.0 $914K 0.00% -204K -84.1% $23.81 +42.7%
3326 EMBC EMBECTA CORP Healthcare 103,409.0 $914K 0.00% +63K +154.1% $8.84 -62.4%
3327 ANF CALL ABERCROMBIE & FITCH CO Consumer Cyclical 10,000.0 $914K 0.00% NEW $91.37 -16.3%
3328 BBP ETFIS SER TR I 11,000.0 $914K 0.00% $83.06 +4.3%
3329 CPNG PUT COUPANG INC Consumer Cyclical 48,200.0 $910K 0.00% NEW $18.88 -16.7%
3330 PUK PRUDENTIAL PLC Financial Services 32,000.0 $910K 0.00% NEW $28.43 +9.9%
3331 NEWBRIDGE ACQUISITION LTD 90,625.0 $909K 0.00% NEW $10.03
3332 STONEBRIDGE ACQUISITION II C 90,625.0 $909K 0.00% $10.03
3333 EINC VANECK ETF TRUST 7,700.0 $907K 0.00% NEW $117.81 +4.8%
3334 BLUEPORT ACQUISITION LTD 90,625.0 $907K 0.00% NEW $10.01
3335 WSTN WESTIN ACQUISITION CORP Financial Services 90,625.0 $905K 0.00% $9.99 +0.6%
3336 IESC CALL IES HOLDINGS INC Industrials 1,900.0 $905K 0.00% NEW $476.47 +36.0%
3337 ANF PUT ABERCROMBIE & FITCH CO Consumer Cyclical 9,900.0 $905K 0.00% NEW $91.37 -16.3%
3338 EMR CALL EMERSON ELEC CO Industrials 6,900.0 $904K 0.00% -5K -42.0% $131.02 +3.0%
3339 BLUE FOUNDRY BANCORP 68,219.0 $903K 0.00% +55K +426.5% $13.24
3340 GEOS GEOSPACE TECHNOLOGIES CORP Energy 73,907.0 $902K 0.00% +16K +26.8% $12.20 -33.0%
Page 167 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%