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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 234 of 251  ·  5,017 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4661 JAMES RIV GROUP HOLDINGS INC 54,565.0 $240K -310K -85.0% $4.40
4662 TNK CALL TEEKAY TANKERS LTD Energy 3,700.0 $240K NEW $64.87 +37.4%
4663 IRM CALL IRON MTN INC DEL Real Estate 1,900.0 $240K -2K -52.5% $126.31 +0.3%
4664 PSCC INVESCO EXCH TRADED FD TR II 6,800.0 $240K NEW $35.27 +5.6%
4665 UNIT UNITI GROUP LLC Real Estate 20,888.0 $240K NEW $11.47 -13.6%
4666 RHI CALL ROBERT HALF INC. Industrials 7,800.0 $239K NEW $30.70 +42.5%
4667 ORLY CALL OREILLY AUTOMOTIVE INC Consumer Cyclical 2,600.0 $239K -200.0 -7.1% $92.09 -1.4%
4668 J CALL JACOBS SOLUTIONS INC Industrials 1,900.0 $239K NEW $126.00 +13.4%
4669 PARABILIS MEDICINES INC 8,741.0 $239K NEW $27.37
4670 RBBN RIBBON COMMUNICATIONS INC Communication Services 102,187.0 $239K NEW $2.34 -12.8%
4671 BUD CALL ANHEUSER BUSCH INBEV SA NV Consumer Defensive 2,900.0 $239K NEW $82.40 -6.0%
4672 DAMORA THERAPEUTICS INC 9,118.0 $237K NEW $26.01
4673 JD JD.COM INC Consumer Cyclical 9,305.0 $237K NEW $25.48 +13.1%
4674 INVX INNOVEX INTERNATIONAL INC Energy 9,559.0 $237K NEW $24.80 +21.6%
4675 SPOK SPOK HLDGS INC Healthcare 23,150.0 $237K +3K +16.3% $10.24 +7.1%
4676 MET CALL METLIFE INC Financial Services 2,800.0 $237K NEW $84.61 +14.3%
4677 AWK PUT AMERICAN WTR WKS CO INC NEW Utilities 1,800.0 $237K -1K -40.0% $131.58 +3.6%
4678 ELF CALL E L F BEAUTY INC Consumer Defensive 3,200.0 $237K -14K -81.1% $74.00 +25.0%
4679 ASST STRIVE INC Communication Services 21,652.0 $236K NEW $10.91 +17.3%
4680 TRFK PACER FDS TR 2,200.0 $235K NEW $106.70 -10.9%
Page 234 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%