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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 188 of 228  ·  4,546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3741 AR CALL ANTERO RESOURCES CORP Energy 11,900.0 $505K +5K +80.3% $42.44 -12.7%
3742 BSVN BANK7 CORP Financial Services 12,617.0 $503K -2K -11.7% $39.88 +8.5%
3743 CFFI C & F FINL CORP Financial Services 6,894.0 $503K -1K -14.9% $72.94 +0.4%
3744 WWD PUT WOODWARD INC Industrials 1,400.0 $501K NEW $357.92 -0.4%
3745 WAB PUT WABTEC Industrials 2,000.0 $500K NEW $249.91 +3.7%
3746 RVLV REVOLVE GROUP INC Consumer Cyclical 22,076.0 $499K NEW $22.61 -17.5%
3747 PINS PUT PINTEREST INC Communication Services 27,200.0 $499K -30K -52.4% $18.34 +2.6%
3748 UROY URANIUM RTY CORP Energy 136,369.0 $498K +1K +0.8% $3.65 -5.8%
3749 RRC PUT RANGE RES CORP Energy 11,000.0 $497K NEW $45.18 -6.9%
3750 GRO BRAZIL POTASH CORP Basic Materials 153,389.0 $497K +137K +855.2% $3.24 -22.8%
3751 CTNM CONTINEUM THERAPEUTICS INC Healthcare 37,916.0 $495K $13.06 +10.0%
3752 VC VISTEON CORP Consumer Cyclical 5,433.0 $495K NEW $91.11 +19.9%
3753 ATI PUT ATI INC Industrials 3,400.0 $495K -600.0 -15.0% $145.46 +10.3%
3754 OPUS GENETICS INC 108,641.0 $494K -43K -28.2% $4.55
3755 NVCR NOVOCURE LTD Healthcare 45,318.0 $494K -307K -87.1% $10.90 +64.2%
3756 PERI PERION NETWORK LTD Communication Services 49,400.0 $494K -7K -12.4% $9.99 -11.5%
3757 CCRN CROSS CTRY HEALTHCARE INC Healthcare 52,451.0 $493K +28K +111.1% $9.40 +38.8%
3758 EQ EQUILLIUM INC Healthcare 246,173.0 $492K -78K -24.2% $2.00 +10.5%
3759 RCMT RCM TECHNOLOGIES INC Industrials 25,713.0 $492K +12K +93.3% $19.14 +17.4%
3760 TSEM CALL TOWER SEMICONDUCTOR LTD Technology 2,800.0 $491K -3K -53.3% $175.48 +50.7%
Page 188 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%