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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 198 of 251  ·  5,017 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3941 SMH PUT VANECK ETF TRUST 1,000.0 $656K NEW $655.89 -14.6%
3942 GIS GENERAL MILLS INC Consumer Defensive 18,818.0 $655K -3.0M -99.4% $34.80 +14.9%
3943 FORTRESS BIOTECH INC 213,786.0 $654K +17K +8.6% $3.06
3944 KARO KAROOOOO LTD Technology 13,221.0 $653K -7K -34.8% $49.36 +29.6%
3945 HOFT HOOKER FURNISHINGS CORPORATI Consumer Cyclical 36,561.0 $652K +13K +52.6% $17.83 -18.8%
3946 BSBR BANCO SANTANDER BRASIL S A Financial Services 124,086.0 $651K +30K +31.3% $5.25 +9.3%
3947 EW PUT EDWARDS LIFESCIENCES CORP Healthcare 7,200.0 $651K -2K -25.0% $90.46 -0.7%
3948 ADVANTAGE SOLUTIONS INC 15,003.0 $649K NEW $43.24
3949 INTR INTER & CO INC Financial Services 119,442.0 $649K -1.2M -90.7% $5.43 -0.7%
3950 FENC FENNEC PHARMACEUTICALS INC Healthcare 60,332.0 $649K NEW $10.75 +5.0%
3951 FIVE PUT FIVE BELOW INC Consumer Cyclical 3,600.0 $647K NEW $179.79 +39.2%
3952 PUT ANGLOGOLD ASHANTI PLC 8,000.0 $647K +700.0 +9.6% $80.89
3953 PUT FLAGSTAR BANK NATIONAL ASSOC 43,300.0 $647K -11K -19.7% $14.94
3954 JBT MAREL CORPORATION 4,455.0 $646K $145.00
3955 SUI GROUP HOLDINGS LIMITED 556,197.0 $645K -824K -59.7% $1.16
3956 URBN URBAN OUTFITTERS INC Consumer Cyclical 9,100.0 $645K -4K -31.1% $70.86 +4.8%
3957 IGIC INTL GNRL INSURANCE HLDNGS L Financial Services 24,607.0 $644K -1K -4.7% $26.17 +1.8%
3958 OPBK OP BANCORP Financial Services 42,956.0 $644K +12K +39.6% $14.99 +2.1%
3959 FRO CALL FRONTLINE PLC Energy 18,500.0 $644K NEW $34.79 +25.5%
3960 AEHR CALL AEHR TEST SYS Technology 6,700.0 $644K NEW $96.06 +5.9%
Page 198 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%