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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 218 of 251  ·  5,017 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4341 CHRW PUT C H ROBINSON WORLDWIDE IN Industrials 2,100.0 $396K +100.0 +5.0% $188.34 -23.6%
4342 MKC PUT MCCORMICK & CO INC Consumer Defensive 7,800.0 $393K NEW $50.42 +9.5%
4343 RIET ETF SER SOLUTIONS 40,284.0 $393K -48K -54.2% $9.75 -2.7%
4344 QVAL EA SERIES TRUST 7,080.0 $393K NEW $55.45 +11.4%
4345 VALE CALL VALE S A Basic Materials 26,100.0 $393K NEW $15.04 -5.4%
4346 CE CALL CELANESE CORP DEL Basic Materials 8,500.0 $391K NEW $46.00 +2.1%
4347 TRC TEJON RANCH CO Industrials 20,815.0 $389K +4K +26.0% $18.70 -12.0%
4348 GLDG GOLDMINING INC Basic Materials 428,842.0 $389K +255K +147.0% $0.91 +25.7%
4349 MGTX MEIRAGTX HLDGS PLC Healthcare 28,769.0 $389K NEW $13.51 +7.6%
4350 SAR SARATOGA INVT CORP Financial Services 17,419.0 $389K -37K -68.2% $22.31 -16.1%
4351 SBIO ALPS ETF TR 6,000.0 $388K NEW $64.65 +6.0%
4352 BTU PUT PEABODY ENGR CORP Energy 16,700.0 $386K -29K -63.4% $23.12 +16.2%
4353 GCO GENESCO INC Consumer Cyclical 11,416.0 $386K -3K -20.3% $33.77 +1.1%
4354 PRCT PUT PROCEPT BIOROBOTICS CORP Healthcare 17,000.0 $384K NEW $22.58 -8.2%
4355 GT CALL GOODYEAR TIRE & RUBR CO Consumer Cyclical 58,100.0 $383K NEW $6.60 -11.5%
4356 CION CION INVT CORP Financial Services 61,461.0 $383K -54K -46.9% $6.23 +17.2%
4357 ATEX ANTERIX INC Communication Services 3,716.0 $383K NEW $102.94 -17.1%
4358 WPM PUT WHEATON PRECIOUS METALS CORP Basic Materials 3,400.0 $382K NEW $112.32 +33.8%
4359 CRCT CRICUT INC Technology 86,765.0 $381K -106K -55.0% $4.39 +23.0%
4360 GNE GENIE ENERGY LTD Utilities 26,319.0 $380K +13K +98.1% $14.45 +4.0%
Page 218 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 4.4%
Consumer Defensive 3.8%
Real Estate 3.3%
Communication Services 3.0%