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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 173 of 251  ·  5,017 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3441 SO CALL SOUTHERN CO Utilities 13,000.0 $1.2M 0.00% +7K +116.7% $95.71 -5.9%
3442 MLR MILLER INDS INC TENN Consumer Cyclical 24,262.0 $1.2M 0.00% -60K -71.3% $51.15 +10.9%
3443 AVALO THERAPEUTICS INC 67,094.0 $1.2M 0.00% +3K +4.1% $18.48
3444 SCHD SCHWAB STRATEGIC TR 39,100.0 $1.2M 0.00% NEW $31.71 +11.0%
3445 CAMT PUT CAMTEK LTD Technology 7,600.0 $1.2M 0.00% NEW $163.12 -12.7%
3446 EW CALL EDWARDS LIFESCIENCES CORP Healthcare 13,700.0 $1.2M 0.00% -2K -11.6% $90.46 +0.0%
3447 GPN GLOBAL PMTS INC Industrials 16,965.0 $1.2M 0.00% NEW $72.56 +30.0%
3448 AA PUT ALCOA CORP Basic Materials 23,600.0 $1.2M 0.00% -19K -44.3% $52.14 -5.3%
3449 MKL MARKEL GROUP INC Financial Services 630.0 $1.2M 0.00% NEW $1953.01 -6.9%
3450 CCLD CARECLOUD INC Healthcare 579,826.0 $1.2M 0.00% +190K +48.8% $2.12 +17.9%
3451 HELE HELEN OF TROY LTD Consumer Defensive 42,237.0 $1.2M 0.00% NEW $29.07 -1.7%
3452 BROOKFIELD WEALTH SOL LTD 28,759.0 $1.2M 0.00% +19K +185.0% $42.66
3453 KEYS CALL KEYSIGHT TECHNOLOGIES INC Technology 3,500.0 $1.2M 0.00% NEW $350.07 -11.3%
3454 GOSS GOSSAMER BIO INC Healthcare 7,432,001.0 $1.2M 0.00% +2.7M +55.5% $0.16 +6.3%
3455 TAYD TAYLOR DEVICES INC Industrials 20,776.0 $1.2M 0.00% +15K +254.2% $58.68 -1.2%
3456 REGCO REGENCY CTRS CORP 15,281.0 $1.2M 0.00% +6K +61.2% $79.74
3457 TDOC TELADOC HEALTH INC Healthcare 143,543.0 $1.2M 0.00% +5K +3.3% $8.48 -26.9%
3458 KMI PUT KINDER MORGAN INC DEL Energy 38,000.0 $1.2M 0.00% -15K -27.9% $31.97 -3.0%
3459 AG CALL FIRST MAJESTIC SILVER CORP Basic Materials 71,500.0 $1.2M 0.00% +58K +450.0% $16.96 +22.8%
3460 DWAS INVESCO EXCH TRADED FD TR II 9,500.0 $1.2M 0.00% NEW $127.31 -11.7%
Page 173 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%