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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 248 of 251  ·  5,017 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4941 FHTX FOGHORN THERAPEUTICS INC Healthcare 12,445.0 $61K NEW $4.88 +38.1%
4942 SQFT PRESIDIO PPTY TR INC Real Estate 23,631.0 $59K NEW $2.52 -42.3%
4943 OS THERAPIES INCORPORATED 30,414.0 $58K +4K +15.3% $1.90
4944 PTLO PORTILLOS INC Consumer Cyclical 12,100.0 $57K NEW $4.74 +4.9%
4945 EON RESOURCES INC 121,251.0 $54K +16K +15.2% $0.44
4946 GURE GULF RES INC Basic Materials 14,652.0 $53K -3K -16.7% $3.65 -17.8%
4947 MOBILICOM LTD 10,088.0 $52K -3K -20.6% $5.13
4948 CANOPY GROWTH CORPORATION 53,745.0 $51K NEW $0.95
4949 ADAG ADAGENE INC Healthcare 11,953.0 $50K NEW $4.20 -8.8%
4950 CYPH CYPHERPUNK TECHNOLOGIES INC Healthcare 80,411.0 $49K +14K +20.8% $0.61 +15.2%
4951 KULR TECHNOLOGY GROUP INC 12,710.0 $48K NEW $3.81
4952 FEAM 5E ADVANCED MATERIALS INC Basic Materials 34,488.0 $48K +20K +130.4% $1.39 +20.1%
4953 BRIDGER AEROSPACE GRP HLDGS 24,930.0 $48K +1K +6.0% $1.92
4954 IT TECH PACKAGING INC 250,000.0 $46K -58K -18.9% $0.18
4955 DHX DHI GROUP INC Industrials 12,426.0 $46K NEW $3.71 +14.6%
4956 ZDGE ZEDGE INC Communication Services 14,561.0 $45K NEW $3.10 -5.5%
4957 GSM FERROGLOBE PLC Basic Materials 13,200.0 $42K +2K +16.8% $3.18 +34.9%
4958 ZENATECH INC 27,861.0 $42K NEW $1.50
4959 OGI ORGANIGRAM GLOBAL INC Healthcare 36,365.0 $37K -51K -58.2% $1.02 +20.1%
4960 SLDP SOLID POWER INC Industrials 13,900.0 $36K -133K -90.6% $2.59 -9.3%
Page 248 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%