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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 245 of 251  ·  5,017 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4881 NTIP NETWORK-1 TECHNOLOGIES INC Industrials 71,500.0 $105K NEW $1.47 +3.4%
4882 SENS SENSEONICS HLDGS INC Healthcare 18,331.0 $104K NEW $5.68 +55.2%
4883 INSE INSPIRED ENTMT INC Consumer Cyclical 12,552.0 $104K -900.0 -6.7% $8.25 -28.1%
4884 ALTG ALTA EQUIPMENT GROUP INC Industrials 15,988.0 $103K +6K +56.0% $6.47 +4.3%
4885 CWH CALL CAMPING WORLD HLDGS INC Consumer Cyclical 13,400.0 $102K +200.0 +1.5% $7.63 -17.8%
4886 SNAL SNAIL INC Technology 163,123.0 $101K NEW $0.62 +393.4%
4887 ENLV ENLIVEX LTD Healthcare 183,924.0 $101K +38K +25.6% $0.55 +177.3%
4888 ACHR PUT ARCHER AVIATION INC Industrials 21,000.0 $99K -44K -67.7% $4.73 +33.1%
4889 PLX PROTALIX BIOTHERAPEUTICS INC Healthcare 42,515.0 $99K +24K +134.5% $2.33 -1.5%
4890 OBIO ORCHESTRA BIOMED HLDGS INC Healthcare 22,563.0 $97K -38K -62.5% $4.32 +22.9%
4891 SBET SHARPLINK INC Financial Services 20,232.0 $97K NEW $4.80 +32.7%
4892 KLRS KALARIS THERAPEUTICS INC Healthcare 23,847.0 $97K -7K -22.2% $4.07 -1.0%
4893 INGN INOGEN INC Healthcare 15,015.0 $97K +3K +30.4% $6.45 -12.8%
4894 VIOT VIOMI TECHNOLOGY CO LTD Consumer Cyclical 122,800.0 $96K -119K -49.3% $0.78 -10.3%
4895 BRLT BRILLIANT EARTH GROUP INC Consumer Cyclical 84,569.0 $96K -24K -22.1% $1.13 +11.1%
4896 ANGX ANGEL STUDIOS INC. Communication Services 25,978.0 $95K NEW $3.67 +38.4%
4897 OFIX ORTHOFIX MED INC Healthcare 10,389.0 $95K NEW $9.14 +13.3%
4898 DTI DRILLING TOOLS INTL CORP Energy 49,038.0 $95K NEW $1.93 +30.6%
4899 GCTS GCT SEMICONDUCTOR HLDG INC Technology 31,730.0 $94K NEW $2.97 -33.2%
4900 LUXEXPERIENCE BV 12,576.0 $93K NEW $7.43
Page 245 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%