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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 231 of 251  ·  5,017 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4601 BBB FOODS INC 6,444.0 $269K NEW $41.67
4602 WEX WEX INC Technology 1,900.0 $268K -400.0 -17.4% $141.09 +38.5%
4603 WEX CALL WEX INC Technology 1,900.0 $268K NEW $141.09 +38.5%
4604 CALL LEIDOS HOLDINGS INC 2,600.0 $268K NEW $102.97
4605 INSM PUT INSMED INC Healthcare 2,500.0 $267K NEW $106.62 +22.5%
4606 TARA PROTARA THERAPEUTICS INC Healthcare 69,652.0 $266K +32K +84.1% $3.82 +3.7%
4607 RLYB RALLYBIO CORP Healthcare 16,619.0 $266K NEW $16.00 +6.2%
4608 AMSC CALL AMERICAN SUPERCONDUCTOR CORP Industrials 6,400.0 $266K -3K -34.0% $41.51 -24.9%
4609 SOLV SOLVENTUM CORP Healthcare 3,435.0 $265K NEW $77.15 +13.8%
4610 CNQ PUT CANADIAN NAT RES LTD MED TER Energy 6,700.0 $265K NEW $39.50 +25.3%
4611 PALISADE BIO INC 126,602.0 $265K +99K +358.0% $2.09
4612 OSUR ORASURE TECHNOLOGIES INC Healthcare 59,300.0 $264K +3K +5.7% $4.46 -17.0%
4613 FLNC CALL FLUENCE ENERGY INC Utilities 13,300.0 $264K -37K -73.6% $19.88 -39.3%
4614 SWMR SWARMER INC Technology 5,967.0 $264K NEW $44.31 +2.0%
4615 SINDA LTD 22,000.0 $264K NEW $12.00
4616 IE IVANHOE ELECTRIC INC Technology 27,464.0 $264K NEW $9.61 +10.1%
4617 OPK OPKO HEALTH INC Healthcare 175,801.0 $264K +6K +3.4% $1.50 -2.7%
4618 BTQ BTQ TECHNOLOGIES CORP Technology 48,544.0 $262K +12K +32.9% $5.39 -33.4%
4619 ICLR CALL ICON PUB LTD CO Healthcare 1,500.0 $261K NEW $173.71 -0.7%
4620 NTNX CALL NUTANIX INC Technology 5,100.0 $260K NEW $50.96 +28.4%
Page 231 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%