BullishAgent BullishAgent Filings Market Earnings Ratings ETFs Insiders
Screener Research
Sign in Register
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 203 of 228  ·  4,546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4041 RRC CALL RANGE RES CORP Energy 7,000.0 $316K NEW $45.18 -4.6%
4042 GRVY GRAVITY CO LTD Technology 5,100.0 $316K -9K -64.5% $61.96 +1.9%
4043 STZ PUT CONSTELLATION BRANDS INC Consumer Defensive 2,100.0 $315K -900.0 -30.0% $150.00 -2.4%
4044 BBW BUILD-A-BEAR WORKSHOP INC Consumer Cyclical 8,400.0 $315K NEW $37.45 -2.5%
4045 REIT ALPS ETF TR 11,500.0 $314K +2K +19.8% $27.35 +9.6%
4046 CALL CENCORA INC 1,000.0 $314K NEW $314.14
4047 BSX PUT BOSTON SCIENTIFIC CORP Healthcare 5,000.0 $314K NEW $62.75 -9.7%
4048 LBRX LB PHARMACEUTICALS INC Healthcare 12,720.0 $314K $24.66 +10.6%
4049 CARR CARRIER GLOBAL CORPORATION Industrials 5,558.0 $313K -1.6M -99.7% $56.31 +9.1%
4050 SPYX SPDR SERIES TRUST 5,900.0 $313K NEW $53.03 +14.4%
4051 ADURO CLEAN TECHNOLOGIES INC 29,762.0 $312K $10.49
4052 TRC TEJON RANCH CO Industrials 16,520.0 $311K -2K -11.8% $18.84 +2.0%
4053 USMF WISDOMTREE TR 6,300.0 $311K -30K -82.5% $49.38 +5.7%
4054 AGI CALL ALAMOS GOLD INC Basic Materials 7,000.0 $311K NEW $44.43 -11.1%
4055 MCD PUT MCDONALDS CORP Consumer Cyclical 1,000.0 $311K -9K -90.0% $310.79 -9.6%
4056 BP PUT BP PLC Energy 6,600.0 $310K NEW $47.00 -4.0%
4057 VEL VELOCITY FINL INC Financial Services 17,144.0 $310K -7K -30.1% $18.09 -4.8%
4058 OMC CALL OMNICOM GROUP INC Communication Services 4,100.0 $309K NEW $75.31 -4.6%
4059 HOFT HOOKER FURNISHINGS CORPORATI Consumer Cyclical 23,964.0 $309K -17K -42.0% $12.88 -1.4%
4060 STRT STRATTEC SEC CORP Consumer Cyclical 3,925.0 $307K NEW $78.34 -14.1%
Page 203 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%