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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 38 of 251  ·  5,017 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 PFBC PREFERRED BK LOS ANGELES CA Financial Services 315,265.0 $33.5M 0.02% +131K +70.7% $106.26 -2.5%
742 AG FIRST MAJESTIC SILVER CORP Basic Materials 1,973,532.0 $33.5M 0.02% +1.1M +131.6% $16.96 +24.9%
743 MLTX MOONLAKE IMMUNOTHERAPEUTICS Healthcare 1,715,349.0 $33.4M 0.02% +593K +52.8% $19.47 -18.5%
744 SOUTHERN CO 667,275.0 $33.2M 0.02% NEW $49.74
745 GOLD GOLD COM INC Financial Services 797,184.0 $33.2M 0.02% -62K -7.2% $41.61 +9.7%
746 UPS UNITED PARCEL SVCS INC Industrials 307,528.0 $33.1M 0.02% +129K +72.2% $107.50 -4.6%
747 ASML PUT ASML HLDG NV Technology 16,600.0 $33.0M 0.02% +12K +232.0% $1989.44 -12.0%
748 EWC ISHARES INC 572,913.0 $33.0M 0.02% NEW $57.64 +7.2%
749 TRIN TRINITY CAP INC Financial Services 1,844,897.0 $33.0M 0.02% +1.3M +229.8% $17.89 +2.1%
750 MIAMI INTL HLDGS INC 888,109.0 $33.0M 0.02% -6K -0.6% $37.16
751 OMCL OMNICELL COM Healthcare 794,781.0 $33.0M 0.02% -257K -24.4% $41.52 -14.5%
752 KBE SPDR SERIES TRUST 480,940.0 $32.8M 0.02% -494K -50.6% $68.22 +0.6%
753 CUZ COUSINS PPTYS INC Real Estate 1,090,361.0 $32.7M 0.02% -383K -26.0% $29.98 -1.3%
754 LLY CALL ELI LILLY & CO Healthcare 27,200.0 $32.6M 0.02% +22K +444.0% $1199.43 +3.9%
755 NKE PUT NIKE INC Consumer Cyclical 794,100.0 $32.6M 0.02% +419K +111.8% $41.05 -2.0%
756 AAPL CALL APPLE INC Technology 112,500.0 $32.6M 0.02% +40K +56.2% $289.36 +7.6%
757 FMC FMC CORP Basic Materials 2,829,728.0 $32.5M 0.02% +448K +18.8% $11.50 -5.4%
758 CAMT CAMTEK LTD Technology 199,476.0 $32.5M 0.02% -38K -16.1% $163.12 -9.0%
759 PSEC PROSPECT CAP CORP Financial Services 14,082,619.0 $32.5M 0.02% -1.8M -11.2% $2.31 -1.3%
760 CVSA COVISTA INC Consumer Cyclical 259,443.0 $32.3M 0.02% -235K -47.5% $124.66 +2.7%
Page 38 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%