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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 182 of 251  ·  5,017 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3621 OLLI CALL OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 12,900.0 $992K 0.00% NEW $76.88 -1.1%
3622 YPF PUT YPF SOCIEDAD ANONIMA Energy 21,800.0 $991K 0.00% -16K -41.9% $45.47 +12.6%
3623 UPS CALL UNITED PARCEL SVCS INC Industrials 9,200.0 $989K 0.00% -10K -53.1% $107.50 -5.1%
3624 ABNB PUT AIRBNB INC Consumer Cyclical 6,900.0 $987K 0.00% NEW $143.10 +30.9%
3625 PMTS CPI CARD GROUP INC Financial Services 47,416.0 $985K 0.00% -5K -10.2% $20.78 +34.9%
3626 VGZ VISTA GOLD CORP Basic Materials 515,761.0 $985K 0.00% -562K -52.2% $1.91 +30.4%
3627 DDI DOUBLEDOWN INTERACTIVE CO LT Technology 85,554.0 $982K 0.00% NEW $11.48 +12.3%
3628 SCHX SCHWAB STRATEGIC TR 33,336.0 $981K 0.00% -237K -87.7% $29.43 +2.7%
3629 AMANAT ACQUISITION CORP 96,479.0 $980K 0.00% NEW $10.16
3630 GGN GAMCO GLOBAL GOLD NAT RES & Financial Services 202,518.0 $980K 0.00% $4.84 +17.4%
3631 CEG CONSTELLATION ENERGY CORP Utilities 3,946.0 $980K 0.00% NEW $248.37 +9.9%
3632 MKSI PUT MKS INC. Technology 2,200.0 $979K 0.00% NEW $444.80 -37.3%
3633 SWIM LATHAM GROUP INC Industrials 151,073.0 $977K 0.00% -15K -8.8% $6.47 +8.7%
3634 BBIO PUT BRIDGEBIO PHARMA INC Healthcare 13,100.0 $976K 0.00% NEW $74.48 +9.4%
3635 ONON PUT ON HLDG AG Consumer Cyclical 27,500.0 $974K 0.00% +500.0 +1.9% $35.42 -15.2%
3636 SUNCRETE INC 43,201.0 $973K 0.00% NEW $22.53
3637 ARKK ARK ETF TR 12,039.0 $973K 0.00% NEW $80.82 +6.7%
3638 SRBK SR BANCORP INC Financial Services 49,284.0 $970K 0.00% +2K +4.6% $19.68 -1.3%
3639 BWA CALL BORGWARNER INC Consumer Cyclical 14,600.0 $969K 0.00% NEW $66.40 +2.1%
3640 APEI AMERICAN PUB ED INC Consumer Defensive 18,019.0 $968K 0.00% +8K +87.7% $53.70 -15.1%
Page 182 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%