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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 215 of 228  ·  4,546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4281 BTDR CALL BITDEER TECHNOLOGIES GROUP Technology 23,000.0 $199K +4K +19.2% $8.65 +47.1%
4282 CTOS CUSTOM TRUCK ONE SOURCE INC Industrials 30,152.0 $198K +2K +7.9% $6.57 +42.5%
4283 CATO CATO CORP NEW Consumer Cyclical 69,915.0 $198K +27K +62.6% $2.83 +5.7%
4284 TARA PROTARA THERAPEUTICS INC Healthcare 37,838.0 $197K +5K +15.8% $5.21 -11.5%
4285 BOSC BOS BETTER ONLINE SOLUTIONS Technology 43,453.0 $195K -5K -9.5% $4.49 -0.4%
4286 LNKB LINKBANCORP INC Financial Services 23,350.0 $195K NEW $8.34 +4.2%
4287 CLAR CLARUS CORP NEW Consumer Cyclical 71,322.0 $194K -11K -13.7% $2.72 +4.4%
4288 OPK OPKO HEALTH INC Healthcare 170,000.0 $194K -565K -76.9% $1.14 -0.9%
4289 PROP PRAIRIE OPER CO Financial Services 94,719.0 $192K NEW $2.03 -57.6%
4290 M CALL MACYS INC Consumer Cyclical 10,600.0 $192K NEW $18.09 +2.4%
4291 BCP INVESTMENT CORPORATION 25,344.0 $191K -112K -81.6% $7.52
4292 RDNW RIDENOW GROUP INC Consumer Cyclical 26,771.0 $189K -30K -52.7% $7.06 -47.5%
4293 GNE GENIE ENERGY LTD Utilities 13,286.0 $188K -5K -28.7% $14.14 -4.5%
4294 UFI UNIFI INC Consumer Cyclical 52,476.0 $187K NEW $3.57 +12.5%
4295 AIRS AIRSCULPT TECHNOLOGIES INC Healthcare 66,071.0 $187K -251K -79.1% $2.83 +68.9%
4296 FLWS 1 800 FLOWERS COM INC Consumer Cyclical 61,172.0 $186K -103K -62.8% $3.04 +34.5%
4297 MBC MASTERBRAND INC Consumer Cyclical 22,000.0 $183K -110K -83.4% $8.31 -19.1%
4298 UEC PUT URANIUM ENERGY CORP Energy 13,400.0 $181K -38K -74.0% $13.50 -5.6%
4299 XOS INC 110,039.0 $179K +24K +28.2% $1.63
4300 PALLADYNE AI CORP 29,193.0 $177K -32K -52.4% $6.07
Page 215 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%