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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 235 of 251  ·  5,017 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4681 AGMB AGOMAB THERAPEUTICS NV Healthcare 18,072.0 $235K +4K +26.9% $12.98 +5.8%
4682 OMC OMNICOM GROUP INC Communication Services 3,211.0 $234K NEW $72.83 +18.5%
4683 KIORA PHARMACEUTICALS INC 88,792.0 $234K NEW $2.63
4684 VRSK CALL VERISK ANALYTICS INC Industrials 1,300.0 $233K NEW $179.53 -0.4%
4685 MRSH PUT MARSH & MCLENNAN COS INC Financial Services 1,400.0 $233K -200.0 -12.5% $166.67 +11.8%
4686 VZ CALL VERIZON COMMUNICATIONS INC Communication Services 5,500.0 $233K -14K -71.7% $42.34 +14.6%
4687 LTBR LIGHTBRIDGE CORP Industrials 26,451.0 $233K -116K -81.5% $8.79 -9.2%
4688 IWY ISHARES TR 800.0 $232K -301K -99.7% $290.62 -1.2%
4689 NTAP CALL NETAPP INC Technology 1,500.0 $232K NEW $154.76 +32.3%
4690 FNWD FINWARD BANCORP Financial Services 6,306.0 $232K NEW $36.78 +21.0%
4691 SVRA SAVARA INC Healthcare 37,647.0 $232K +24K +184.9% $6.16 -12.8%
4692 GFI CALL GOLD FIELDS LTD Basic Materials 6,900.0 $232K NEW $33.59 +21.8%
4693 GOTU GAOTU TECHEDU INC Consumer Defensive 139,400.0 $231K -129K -48.0% $1.66 -0.6%
4694 BUD PUT ANHEUSER BUSCH INBEV SA NV Consumer Defensive 2,800.0 $231K NEW $82.40 -6.0%
4695 UPST CALL UPSTART HLDGS INC Financial Services 6,500.0 $230K -8K -56.1% $35.43 -17.8%
4696 CRESUD S A C I F Y A 20,534.0 $230K -8K -28.8% $11.21
4697 WAL PUT WESTERN ALLIANCE BANCORP Financial Services 2,800.0 $230K NEW $82.20 -1.8%
4698 ALGM PUT ALLEGRO MICROSYSTEMS INC Technology 3,300.0 $230K NEW $69.62 -43.4%
4699 KVYO CALL KLAVIYO INC Technology 15,200.0 $230K NEW $15.10 +17.9%
4700 GRO BRAZIL POTASH CORP Basic Materials 106,745.0 $230K -47K -30.4% $2.15 -1.4%
Page 235 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%