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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 226 of 228  ·  4,546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4501 BHR BRAEMAR HOTELS & RESORTS INC Real Estate 11,441.0 $27K NEW $2.36 +5.9%
4502 EM SMART SH GLOBAL LTD Consumer Cyclical 23,685.0 $27K -42K -63.8% $1.13 +5.8%
4503 XELB XCEL BRANDS INC Consumer Cyclical 17,105.0 $27K -10K -36.0% $1.55 +36.1%
4504 DARE BIOSCIENCE INC 13,279.0 $24K -20K -59.8% $1.82
4505 IMPACT BIOMEDICAL INC 37,427.0 $22K -2K -6.0% $0.60
4506 KAIROS PHARMA LTD 39,543.0 $22K -54K -57.9% $0.56
4507 XEROX HOLDINGS CORP 235,585.0 $21K NEW $0.09
4508 FEAM 5E ADVANCED MATERIALS INC Basic Materials 14,971.0 $21K NEW $1.40 +37.9%
4509 NFE NEW FORTRESS ENERGY INC Utilities 35,262.0 $21K -587K -94.3% $0.59 +17.1%
4510 BT BRANDS INC 11,340.0 $20K -9K -44.1% $1.75
4511 QRHC QUEST RESOURCE HLDG CORP Industrials 16,401.0 $20K -40K -70.7% $1.19 -11.8%
4512 HUDI HUADI INTERNATIONAL GRP CO L Basic Materials 13,305.0 $16K +1K +9.0% $1.24 +0.0%
4513 PRESURANCE HOLDINGS INC 31,569.0 $16K -48K -60.5% $0.51
4514 WHEELS UP EXPERIENCE INC 31,087.0 $16K NEW $0.52
4515 GXAI GAXOS.AI INC Technology 13,239.0 $16K -21K -61.7% $1.21 -0.8%
4516 EDUC EDUCATIONAL DEV CORP Communication Services 12,652.0 $16K +600.0 +5.0% $1.26 +18.3%
4517 SKYE BIOSCIENCE INC 25,684.0 $16K -26K -50.3% $0.61
4518 PASITHEA THERAPEUTICS CORP 21,054.0 $16K -28K -56.8% $0.74
4519 NNBR NN INC Industrials 10,200.0 $15K NEW $1.45 +53.1%
4520 CGTX COGNITION THERAPEUTICS INC Healthcare 19,229.0 $15K -28K -59.7% $0.76 +50.1%
Page 226 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%