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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 201 of 228  ·  4,546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4001 UPS PUT UNITED PARCEL SVCS INC Industrials 3,400.0 $334K -86K -96.2% $98.38 +0.5%
4002 TAYD TAYLOR DEVICES INC Industrials 5,865.0 $334K NEW $57.00 -10.3%
4003 APOS CALL APOLLO GLOBAL MGMT INC Financial Services 3,000.0 $334K -4K -57.1% $111.42 -76.5%
4004 ACI CALL ALBERTSONS COS INC Consumer Defensive 19,600.0 $334K NEW $17.04 -4.5%
4005 AGBK AGI INC Financial Services 45,842.0 $333K NEW $7.27 -1.4%
4006 AYTU BIOPHARMA INC 121,973.0 $333K +15K +13.8% $2.73
4007 SIXS EXCHANGE TRADED CONCEPTS TRU 6,400.0 $332K +2K +42.2% $51.95 +4.0%
4008 ALLT ALLOT LTD Technology 49,892.0 $332K +11K +27.9% $6.66 +11.1%
4009 CHRW CALL C H ROBINSON WORLDWIDE IN Industrials 2,000.0 $332K NEW $166.07 +7.3%
4010 CHRW PUT C H ROBINSON WORLDWIDE IN Industrials 2,000.0 $332K NEW $166.07 +7.3%
4011 SE CALL SEA LTD Consumer Cyclical 4,000.0 $331K -5K -55.1% $82.81 +5.4%
4012 KORE GROUP HLDGS INC 36,692.0 $331K NEW $9.02
4013 PM PUT PHILIP MORRIS INTL INC Consumer Defensive 2,000.0 $331K $165.34 +14.1%
4014 SMA SMARTSTOP SELF STORAG REIT I Real Estate 10,900.0 $330K -7K -39.2% $30.28 +1.8%
4015 PUT EXPAND ENERGY CORPORATION 3,000.0 $329K -12K -80.0% $109.78
4016 GSAT GLOBALSTAR INC Communication Services 4,955.0 $329K -38K -88.4% $66.42 +24.5%
4017 DLTR CALL DOLLAR TREE INC Consumer Defensive 3,000.0 $329K $109.51 -12.6%
4018 FIS PUT FIDELITY NATL INFORMATION SV Technology 7,000.0 $328K NEW $46.91 -7.0%
4019 AMSC CALL AMERICAN SUPERCONDUCTOR CORP Industrials 9,700.0 $328K NEW $33.85 +46.0%
4020 LZB LA Z BOY INC Consumer Cyclical 10,200.0 $328K NEW $32.14 +14.4%
Page 201 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%