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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 184 of 228  ·  4,546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3661 INFY INFOSYS LTD Technology 41,700.0 $563K NEW $13.51 -6.4%
3662 TRDA ENTRADA THERAPEUTICS INC Healthcare 44,602.0 $563K -5K -9.5% $12.62 -52.1%
3663 CNNE CANNAE HLDGS INC Consumer Cyclical 49,500.0 $563K NEW $11.37 +19.1%
3664 BSBR BANCO SANTANDER BRASIL S A Financial Services 94,475.0 $560K +30K +45.9% $5.93 -6.2%
3665 RIO PUT RIO TINTO PLC Basic Materials 6,000.0 $560K NEW $93.29 +10.7%
3666 CLX CALL CLOROX CO DEL Consumer Defensive 5,400.0 $560K -8K -58.5% $103.63 -8.2%
3667 EXC EXELON CORP Utilities 11,414.0 $560K -6K -33.6% $49.02 -7.5%
3668 SYK PUT STRYKER CORPORATION Healthcare 1,700.0 $559K NEW $328.59 -2.2%
3669 SIRI PUT SIRIUSXM HOLDINGS INC Communication Services 24,200.0 $559K +11K +89.1% $23.08 +17.2%
3670 SHEL CALL SHELL PLC Energy 6,000.0 $558K +1K +20.0% $93.00 -6.8%
3671 U PUT UNITY SOFTWARE INC Technology 25,400.0 $557K NEW $21.94 +19.6%
3672 WY CALL WEYERHAEUSER CO Real Estate 22,800.0 $557K NEW $24.43 -4.9%
3673 CORZ PUT CORE SCIENTIFIC INC NEW Technology 37,200.0 $557K $14.96 +65.9%
3674 HBIO HARVARD BIOSCIENCE INC Healthcare 114,117.0 $556K NEW $4.87 +13.3%
3675 AMERICAN BITCOIN CORP. 601,126.0 $556K -2.0M -77.0% $0.92
3676 JACK JACK IN THE BOX INC Consumer Cyclical 57,398.0 $555K -173K -75.1% $9.67 +17.4%
3677 TG TREDEGAR CORP Industrials 69,668.0 $554K +49K +242.0% $7.95 -3.6%
3678 MNDY PUT MONDAY COM LTD Technology 8,000.0 $553K NEW $69.11 +10.3%
3679 AFRM CALL AFFIRM HLDGS INC Technology 12,000.0 $550K NEW $45.82 +46.6%
3680 FORTRESS BIOTECH INC 196,825.0 $549K +58K +41.5% $2.79
Page 184 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%