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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 199 of 228  ·  4,546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3961 QUANTUMSPHERE ACQUISITION CO 35,291.0 $357K -182K -83.8% $10.12
3962 TTD PUT THE TRADE DESK INC Technology 15,700.0 $356K -94K -85.7% $22.69 -7.4%
3963 EMBJ PUT EMBRAER S.A. Industrials 6,000.0 $356K NEW $59.34 -4.8%
3964 GEHC CALL GE HEALTHCARE TECHNOLOGIES I Healthcare 5,000.0 $356K NEW $71.18 -9.6%
3965 SIG PUT SIGNET JEWELERS LIMITED Consumer Cyclical 4,200.0 $355K NEW $84.64 -7.2%
3966 NVT PUT NVENT ELEC PLC Industrials 3,000.0 $355K NEW $118.28 +38.3%
3967 CBT CABOT CORP Basic Materials 4,708.0 $355K -14K -74.5% $75.31 +4.0%
3968 RGP RESOURCES CONNECTION INC Industrials 94,578.0 $353K -40K -29.6% $3.73 +19.0%
3969 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 23,571.0 $352K NEW $14.95 +8.8%
3970 WEX WEX INC Technology 2,300.0 $352K NEW $153.04 -5.8%
3971 KBH CALL KB HOME Consumer Cyclical 6,800.0 $352K NEW $51.75 -7.2%
3972 WF WOORI FINL GROUP INC Financial Services 5,259.0 $350K -9K -63.5% $66.60 -6.2%
3973 IOT PUT SAMSARA INC Technology 11,000.0 $349K NEW $31.69 -4.9%
3974 CALL DAVE INC 2,000.0 $348K -5K -71.0% $174.09
3975 GAP CALL GAP INC Consumer Cyclical 14,300.0 $346K NEW $24.20 -4.3%
3976 NUGO NUSHARES ETF TR 9,600.0 $345K NEW $35.97 +19.6%
3977 FOUR SHIFT4 PMTS INC Technology 7,876.0 $344K NEW $43.73 -0.5%
3978 QUBT PUT QUANTUM COMPUTING INC Technology 50,200.0 $344K NEW $6.85 +39.6%
3979 GAP PUT GAP INC Consumer Cyclical 14,200.0 $344K NEW $24.20 -4.3%
3980 ZUMZ ZUMIEZ INC Consumer Cyclical 15,500.0 $343K NEW $22.16 +2.8%
Page 199 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%