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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 180 of 251  ·  5,017 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3581 CMP COMPASS MINERALS INTL INC Basic Materials 33,605.0 $1.0M 0.00% -2K -6.3% $31.13 -16.5%
3582 BIDU BAIDU INC Communication Services 9,150.0 $1.0M 0.00% NEW $114.29 -18.4%
3583 FSK FS KKR CAP CORP Financial Services 99,589.0 $1.0M 0.00% +36K +56.1% $10.50 +13.4%
3584 IDN INTELLICHECK MOBILISA INC Technology 254,763.0 $1.0M 0.00% +32K +14.2% $4.10 -28.0%
3585 OPUS GENETICS INC 253,962.0 $1.0M 0.00% +145K +133.8% $4.11
3586 AFL CALL AFLAC INC Financial Services 8,900.0 $1.0M 0.00% NEW $117.25 -1.0%
3587 BMO CALL BANK MONTREAL MEDIUM Financial Services 5,900.0 $1.0M 0.00% NEW $176.70 -1.3%
3588 PRLB PROTO LABS INC Industrials 12,734.0 $1.0M 0.00% +534.0 +4.4% $81.51 -2.3%
3589 ENTA ENANTA PHARMACEUTICALS INC Healthcare 71,162.0 $1.0M 0.00% -196K -73.4% $14.58 -7.6%
3590 REAX THE REAL BROKERAGE INC Real Estate 569,403.0 $1.0M 0.00% +553K +3414.8% $1.82 +45.1%
3591 MSA MSA SAFETY INC Industrials 5,923.0 $1.0M 0.00% NEW $174.58 +8.5%
3592 BW BABCOCK & WILCOX ENTERPRISES Industrials 73,211.0 $1.0M 0.00% -742K -91.0% $14.10 -41.3%
3593 LEA LEAR CORP Consumer Cyclical 7,700.0 $1.0M 0.00% -2K -18.1% $134.06 -4.1%
3594 POOL CALL POOL CORP Industrials 4,800.0 $1.0M 0.00% +4K +380.0% $214.90 -12.5%
3595 TJX PUT TJX COS INC NEW Consumer Cyclical 6,800.0 $1.0M 0.00% -12K -63.0% $151.50 -7.3%
3596 MA PUT MASTERCARD INCORPORATED Financial Services 2,000.0 $1.0M 0.00% -3K -59.2% $513.60 +13.1%
3597 NEE PUT NEXTERA ENERGY INC Utilities 11,700.0 $1.0M 0.00% +8K +234.3% $87.77 -4.7%
3598 GNRC CALL GENERAC HLDGS INC Industrials 3,500.0 $1.0M 0.00% NEW $292.81 -29.7%
3599 BFC BANK FIRST CORP Financial Services 6,896.0 $1.0M 0.00% -29K -80.7% $148.35 +3.0%
3600 CB PUT CHUBB LIMITED Financial Services 3,000.0 $1.0M 0.00% NEW $340.74 +0.1%
Page 180 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%