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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 203 of 251  ·  5,017 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4041 AR PUT ANTERO RESOURCES CORP Energy 16,700.0 $587K +11K +215.1% $35.14 +8.0%
4042 INSM CALL INSMED INC Healthcare 5,500.0 $586K NEW $106.62 +18.0%
4043 TSQ TOWNSQUARE MEDIA INC Communication Services 82,784.0 $585K +20K +31.9% $7.07 -16.1%
4044 TG TREDEGAR CORP Industrials 73,491.0 $585K +4K +5.5% $7.96 +0.1%
4045 OWL PUT BLUE OWL CAPITAL INC Financial Services 66,800.0 $584K -9K -11.9% $8.75 +33.4%
4046 HANOVER BANCORP INC 24,809.0 $579K NEW $23.32
4047 RH PUT RH Consumer Cyclical 3,500.0 $577K -7K -67.9% $164.73 -7.0%
4048 HCSG HEALTHCARE SVCS GROUP INC Healthcare 23,469.0 $576K -8K -24.3% $24.56 -7.3%
4049 NEO NEOGENOMICS INC Healthcare 39,455.0 $576K NEW $14.59 +16.4%
4050 NIOCORP DEVS LTD 119,379.0 $575K +785.0 +0.7% $4.82
4051 AEP PUT AMERICAN ELEC PWR CO INC Utilities 4,200.0 $575K -2K -30.0% $136.81 -11.6%
4052 ICLR PUT ICON PUB LTD CO Healthcare 3,300.0 $573K NEW $173.71 -0.9%
4053 B PUT BARRICK MNG CORP Basic Materials 15,600.0 $573K -6K -29.4% $36.73 +29.6%
4054 TRIP TRIPADVISOR INC Consumer Cyclical 41,793.0 $573K +993.0 +2.4% $13.71 -27.1%
4055 KORE GROUP HLDGS INC 61,948.0 $572K +25K +68.8% $9.23
4056 EQNR PUT EQUINOR ASA Energy 18,200.0 $571K NEW $31.40 +36.5%
4057 PBDC PUTNAM ETF TRUST 21,000.0 $571K NEW $27.21 +3.2%
4058 HURN HURON CONSULTING GROUP INC Industrials 6,335.0 $571K -5K -42.9% $90.16 +79.3%
4059 GCBC GREENE CNTY BANCORP INC Financial Services 16,991.0 $571K -3K -13.2% $33.59 +3.6%
4060 REZOLVE AI PLC 180,817.0 $570K NEW $3.15
Page 203 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%