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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 197 of 251  ·  5,017 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3921 BSVN BANK7 CORP Financial Services 13,797.0 $675K +1K +9.3% $48.95 +5.9%
3922 BRIGHT MINDS BIOSCIENCES INC 9,606.0 $674K NEW $70.20
3923 PSTG CALL EVERPURE INC 8,500.0 $670K NEW $78.79
3924 ARES CALL ARES MANAGEMENT CORPORATION Financial Services 6,000.0 $668K NEW $111.31 +26.9%
3925 IDR IDAHO STRATEGIC RESOURCES Basic Materials 20,388.0 $668K +2K +8.1% $32.75 -0.2%
3926 CARR CALL CARRIER GLOBAL CORPORATION Industrials 9,100.0 $667K +4K +78.4% $73.35 -17.7%
3927 TYGO TIGO ENERGY INC Energy 286,406.0 $667K -180K -38.5% $2.33 -53.2%
3928 FRO PUT FRONTLINE PLC Energy 19,100.0 $664K NEW $34.79 +25.5%
3929 DFUS DIMENSIONAL ETF TRUST 8,100.0 $664K +2K +35.0% $81.94 +2.1%
3930 AZN PUT ASTRAZENECA PLC Healthcare 3,500.0 $664K -2K -41.7% $189.62 -12.5%
3931 JMEE J P MORGAN EXCHANGE TRADED F 8,500.0 $663K NEW $78.03 -0.2%
3932 EQ EQUILLIUM INC Healthcare 206,853.0 $662K -39K -16.0% $3.20 -27.8%
3933 KMX PUT CARMAX INC Consumer Cyclical 12,500.0 $661K +2K +15.7% $52.89 +17.5%
3934 WDAY PUT WORKDAY INC Technology 5,400.0 $661K +1K +35.0% $122.42 +63.4%
3935 EBAY PUT EBAY INC. Consumer Cyclical 5,900.0 $659K -8K -57.9% $111.75 -6.8%
3936 ERAS ERASCA INC Healthcare 35,874.0 $657K +20K +127.0% $18.32 -3.8%
3937 GREENFIRE RES LTD NEW 116,171.0 $656K NEW $5.65
3938 FLNC PUT FLUENCE ENERGY INC Utilities 33,000.0 $656K -55K -62.6% $19.88 -43.0%
3939 CWCO CONSOLIDATED WATER CO INC Utilities 22,238.0 $656K -11K -32.9% $29.50 -0.1%
3940 SMH CALL VANECK ETF TRUST 1,000.0 $656K NEW $655.89 -14.6%
Page 197 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%