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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 226 of 251  ·  5,017 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4501 TFC PUT TRUIST FINL CORP Financial Services 6,200.0 $309K NEW $49.82 +2.3%
4502 AZTA AZENTA INC Healthcare 12,100.0 $309K NEW $25.52 +39.6%
4503 PID INVESCO EXCHANGE TRADED FD T 13,900.0 $309K +400.0 +3.0% $22.20 +3.8%
4504 J P MORGAN EXCHANGE TRADED F 2,200.0 $309K NEW $140.23
4505 PEG CALL PUBLIC SVC ENTERPRISE GROUP Utilities 3,800.0 $308K NEW $81.16 -7.2%
4506 PSO PEARSON PLC Communication Services 19,400.0 $308K +600.0 +3.2% $15.89 +1.1%
4507 SJT SAN JUAN BASIN RTY TR Energy 95,656.0 $307K +42K +77.7% $3.21 -15.9%
4508 PNR CALL PENTAIR PLC Industrials 4,000.0 $307K +300.0 +8.1% $76.66 -14.4%
4509 STZ CALL CONSTELLATION BRANDS INC Consumer Defensive 2,200.0 $306K +200.0 +10.0% $139.09 -4.0%
4510 HAWKEYE 360 INC 15,112.0 $306K NEW $20.22
4511 UEIC UNIVERSAL ELECTRS INC Technology 64,000.0 $305K $4.77 +0.8%
4512 VRSK PUT VERISK ANALYTICS INC Industrials 1,700.0 $305K NEW $179.53 +3.9%
4513 PKX POSCO HOLDINGS INC Basic Materials 5,937.0 $305K -4K -41.2% $51.38 +13.0%
4514 PBE INVESCO EXCHANGE TRADED FD T 3,400.0 $305K NEW $89.65 +9.6%
4515 QDEL QUIDELORTHO CORP Healthcare 17,402.0 $305K NEW $17.52 -21.2%
4516 ROP CALL ROPER TECHNOLOGIES INC Industrials 900.0 $305K NEW $338.39 +20.4%
4517 TRUBRIDGE INC 11,600.0 $304K -8K -41.3% $26.21
4518 RHI PUT ROBERT HALF INC. Industrials 9,900.0 $304K NEW $30.70 +41.8%
4519 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 566.0 $304K NEW $536.95 +0.6%
4520 REIT ALPS ETF TR 10,000.0 $304K -2K -13.0% $30.38 +1.2%
Page 226 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%