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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 168 of 251  ·  5,017 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3341 PXI INVESCO EXCHANGE TRADED FD T 25,000.0 $1.4M 0.00% NEW $55.06 +14.0%
3342 POOL PUT POOL CORP Industrials 6,400.0 $1.4M 0.00% +5K +540.0% $214.90 -12.4%
3343 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 18,000.0 $1.4M 0.00% -74K -80.4% $76.40 +2.3%
3344 CLX PUT CLOROX CO DEL Consumer Defensive 14,400.0 $1.4M 0.00% +9K +152.6% $95.44 +12.3%
3345 MTZ CALL MASTEC INC Industrials 3,300.0 $1.4M 0.00% NEW $416.06 -38.6%
3346 FANG PUT DIAMONDBACK ENERGY INC Energy 7,800.0 $1.4M 0.00% NEW $175.78 +17.0%
3347 PSTG PUT EVERPURE INC 17,400.0 $1.4M 0.00% NEW $78.79
3348 GRVY GRAVITY CO LTD Technology 20,414.0 $1.4M 0.00% +15K +300.3% $67.15 +7.7%
3349 ETSY INC 18,191.0 $1.4M 0.00% -50K -73.4% $75.33
3350 EGH ACQUISITION CORP. 133,132.0 $1.4M 0.00% -411K -75.5% $10.29
3351 AIRJ AIRJOULE TECHNOLOGIES CORP Industrials 247,255.0 $1.4M 0.00% NEW $5.54 -9.6%
3352 CCAP CRESCENT CAP BDC INC Financial Services 125,400.0 $1.4M 0.00% -178K -58.7% $10.92 -1.6%
3353 RWJ INVESCO EXCH TRADED FD TR II 23,000.0 $1.4M 0.00% NEW $59.50 +2.9%
3354 TRGP CALL TARGA RES CORP Energy 5,100.0 $1.4M 0.00% +4K +410.0% $268.14 +9.7%
3355 FORTUNEX ACQUISITION CORP 135,937.0 $1.4M 0.00% NEW $10.05
3356 MDYV SPDR SERIES TRUST 14,400.0 $1.4M 0.00% NEW $94.85 +0.4%
3357 KEYS PUT KEYSIGHT TECHNOLOGIES INC Technology 3,900.0 $1.4M 0.00% NEW $350.07 -11.3%
3358 OKTA CALL OKTA INC Technology 10,000.0 $1.4M 0.00% NEW $136.45 -4.0%
3359 CF PUT CF INDUSTRIES HOLD Basic Materials 12,600.0 $1.4M 0.00% NEW $108.26 +19.4%
3360 INOVIO PHARMACEUTICALS INC 1,239,778.0 $1.4M 0.00% +849K +217.6% $1.10
Page 168 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%