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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 204 of 251  ·  5,017 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4061 SIX FLAGS ENTERTAINMENT CORP 26,740.0 $570K NEW $21.30
4062 LYB CALL LYONDELLBASELL INDUSTRIES NV Basic Materials 10,800.0 $569K +2K +20.0% $52.65 +28.3%
4063 CNR CALL CORE NATURAL RESOURCES INC Energy 7,100.0 $568K NEW $80.02 +18.9%
4064 GD PUT GENERAL DYNAMICS CORP Industrials 1,600.0 $567K NEW $354.24 +8.5%
4065 SAM PUT BOSTON BEER INC Consumer Defensive 3,200.0 $566K +2K +220.0% $177.03 +5.0%
4066 BSAC BANCO SANTANDER CHILE NEW Financial Services 17,174.0 $566K -14K -45.4% $32.93 +6.8%
4067 MCHP PUT MICROCHIP TECHNOLOGY INC. Technology 6,200.0 $565K NEW $91.20 -16.6%
4068 BMEA BIOMEA FUSION INC Healthcare 384,459.0 $565K -4K -1.1% $1.47 -6.8%
4069 WEBULL CORP 86,500.0 $564K NEW $6.52
4070 LPLA PUT LPL FINL HLDGS INC Financial Services 2,000.0 $563K $281.68 +28.3%
4071 PLBY PLAYBOY INC Consumer Cyclical 461,632.0 $563K +13K +2.9% $1.22 +0.0%
4072 EMBJ PUT EMBRAER S.A. Industrials 8,800.0 $561K +3K +46.7% $63.80 +19.0%
4073 APA PUT APA CORPORATION Energy 17,200.0 $560K +8K +91.1% $32.57 +33.2%
4074 QIAGEN NV 14,317.0 $560K -28K -66.3% $39.10
4075 NVT PUT NVENT ELEC PLC Industrials 3,300.0 $560K +300.0 +10.0% $169.61 -10.4%
4076 ARDT ARDENT HEALTH INC Healthcare 56,848.0 $559K -189K -76.9% $9.84 +11.7%
4077 BHP PUT BHP BILLITON LIMITED Basic Materials 6,700.0 $558K NEW $83.31 +16.5%
4078 PROK PROKIDNEY CORP Healthcare 273,259.0 $557K -73K -21.1% $2.04 -21.1%
4079 DLR CALL DIGITAL RLTY TR INC Real Estate 3,100.0 $557K NEW $179.58 +6.1%
4080 ARGX PUT ARGENX SE Healthcare 600.0 $557K NEW $927.77 +12.1%
Page 204 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%