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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 197 of 228  ·  4,546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3921 SHEL PUT SHELL PLC Energy 4,000.0 $372K -1K -20.0% $93.00 -6.8%
3922 ARE CALL ALEXANDRIA REAL ESTATE EQ IN Real Estate 8,000.0 $371K NEW $46.42 +3.1%
3923 CPS COOPER-STANDARD HOLDINGS INC Consumer Cyclical 13,300.0 $371K +6K +82.2% $27.87 +0.5%
3924 GDS GDS HLDGS LTD Technology 9,200.0 $371K NEW $40.29 -12.7%
3925 SLVM SYLVAMO CORP Basic Materials 8,750.0 $370K -8K -47.1% $42.24 -11.6%
3926 IPI INTREPID POTASH INC Basic Materials 8,641.0 $370K -540.0 -5.9% $42.77 -5.6%
3927 GDRX GOODRX HLDGS INC Healthcare 188,371.0 $369K +39K +25.9% $1.96 +30.6%
3928 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,260.0 $369K NEW $292.75 +33.2%
3929 CAAP CORPORACION AMER ARPTS S A Industrials 14,574.0 $369K +6K +68.0% $25.29 -0.1%
3930 BJRI BJS RESTAURANTS INC Consumer Cyclical 10,500.0 $369K NEW $35.10 +26.5%
3931 PAYX CALL PAYCHEX INC Industrials 4,000.0 $368K NEW $92.12 +2.3%
3932 AADR ADVISORSHARES TR 4,500.0 $367K NEW $81.63 +5.5%
3933 FLQS FRANKLIN TEMPLETON ETF TR 8,600.0 $367K NEW $42.68 +5.9%
3934 CRESUD S A C I F Y A 28,834.0 $367K $12.72
3935 POET POET TECHNOLOGIES INC Technology 61,671.0 $366K -244K -79.8% $5.94 +148.8%
3936 RMNI RIMINI STR INC DEL Technology 111,601.0 $366K +4K +3.7% $3.28 +11.3%
3937 PRAA PRA GROUP INC Financial Services 20,908.0 $366K -51K -71.1% $17.50 -16.9%
3938 WOLF WOLFSPEED INC Technology 22,405.0 $366K -51K -69.7% $16.32 +259.2%
3939 DKNG CALL DRAFTKINGS INC NEW Consumer Cyclical 16,900.0 $365K NEW $21.62 +17.5%
3940 HR HEALTHCARE RLTY TR Real Estate 21,500.0 $365K NEW $16.99 +19.8%
Page 197 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%