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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 230 of 251  ·  5,017 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4581 AJG CALL GALLAGHER ARTHUR J & CO Financial Services 1,200.0 $275K +200.0 +20.0% $229.57 +12.1%
4582 PPC CALL PILGRIMS PRIDE CORP Consumer Defensive 9,800.0 $275K NEW $28.11 +11.3%
4583 SKEENA RES LTD NEW 10,286.0 $274K NEW $26.66
4584 INMD INMODE LTD Healthcare 18,720.0 $274K NEW $14.62 +2.9%
4585 D CALL DOMINION ENERGY INC Utilities 4,000.0 $273K -40K -90.9% $68.29 +0.0%
4586 BBW BUILD-A-BEAR WORKSHOP INC Consumer Cyclical 8,923.0 $273K +523.0 +6.2% $30.61 +29.3%
4587 CNK CALL CINEMARK HLDGS INC Communication Services 8,600.0 $273K NEW $31.73 +17.6%
4588 NICE CALL NICE LTD Technology 3,000.0 $273K NEW $90.85 +11.1%
4589 RGTI PUT RIGETTI COMPUTING INC Technology 14,100.0 $272K -261K -94.9% $19.32 -12.0%
4590 CDLR CADELER A S Industrials 12,430.0 $272K NEW $21.91 +7.9%
4591 HGV HILTON GRAND VACATIONS INC Consumer Cyclical 5,200.0 $272K -23K -81.6% $52.37 -13.5%
4592 ALDX ALDEYRA THERAPEUTICS INC Healthcare 127,849.0 $272K -96K -42.8% $2.13 -25.8%
4593 NOK PUT NOKIA CORP Technology 20,500.0 $272K NEW $13.28 -23.7%
4594 SBLK PUT STAR BULK CARRIERS CORP. Industrials 10,900.0 $272K NEW $24.97 +20.8%
4595 DKS CALL DICKS SPORTING GOODS INC Consumer Cyclical 1,200.0 $272K -16K -92.9% $226.81 -15.7%
4596 CAG CALL CONAGRA BRANDS INC Consumer Defensive 20,200.0 $272K -18K -47.5% $13.46 +20.5%
4597 TRON TRON INC Consumer Cyclical 168,713.0 $272K -6K -3.4% $1.61 +0.6%
4598 DVOL FIRST TR EXCHANGE TRADED FD 7,388.0 $270K -5K -41.4% $36.54 +2.5%
4599 NDLS NOODLES & CO Consumer Cyclical 17,984.0 $269K NEW $14.95 +4.4%
4600 SGHC SUPER GROUP SGHC LIMITED Consumer Cyclical 19,833.0 $269K -2K -9.0% $13.55 -2.9%
Page 230 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%