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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 194 of 228  ·  4,546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3861 JBI JANUS INTERNATIONAL GROUP IN Industrials 79,800.0 $411K NEW $5.15 -0.4%
3862 ONTO CALL ONTO INNOVATION INC Technology 2,000.0 $410K NEW $205.07 +27.5%
3863 USO UNITED STS OIL FD LP Financial Services 3,219.0 $410K NEW $127.25 +13.4%
3864 OPBK OP BANCORP Financial Services 30,779.0 $409K -33K -51.7% $13.30 +6.6%
3865 BTI CALL BRITISH AMERN TOB PLC Consumer Defensive 7,000.0 $409K NEW $58.47 +12.4%
3866 BEN CALL FRANKLIN RESOURCES INC Financial Services 17,300.0 $409K NEW $23.62 +30.7%
3867 IRM CALL IRON MTN INC DEL Real Estate 4,000.0 $409K NEW $102.14 +24.7%
3868 TTD CALL THE TRADE DESK INC Technology 18,000.0 $408K -91K -83.5% $22.69 -7.4%
3869 AWK PUT AMERICAN WTR WKS CO INC NEW Utilities 3,000.0 $408K NEW $136.09 -9.0%
3870 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 23,150.0 $408K NEW $17.62 +4.3%
3871 ADP PUT AUTOMATIC DATA PROCESSING IN Industrials 2,000.0 $406K NEW $203.18 +8.3%
3872 RICK RCI HOSPITALITY HLDGS INC Consumer Cyclical 17,800.0 $406K -25K -58.0% $22.81 +6.1%
3873 SE PUT SEA LTD Consumer Cyclical 4,900.0 $406K -3K -38.8% $82.81 +5.4%
3874 ULBI ULTRALIFE CORP Industrials 62,225.0 $406K +5K +8.4% $6.52 -8.1%
3875 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 6,800.0 $403K NEW $59.27 -18.6%
3876 SAFEHOLD INC 29,757.0 $403K NEW $13.53
3877 FRAF FRANKLIN FINL SVCS CORP Financial Services 7,881.0 $403K +1K +21.2% $51.08 +12.7%
3878 NXST NEXSTAR MEDIA GROUP INC Communication Services 2,225.0 $402K -9K -80.7% $180.83 +4.8%
3879 BALL PUT BALL CORP Consumer Cyclical 6,800.0 $402K NEW $59.11 -4.7%
3880 FORTE BIOSCIENCES INC 15,509.0 $402K -16K -51.2% $25.90
Page 194 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%