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Portfolio (Quarterly) Guide ↗

TWO SIGMA INVESTMENTS, LP

· CIK 0001179392
13F Portfolio $123.9B AUM 4,546 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1074 New 2043 Added 1209 Reduced 569 Exited
Page 47 of 228  ·  4,546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 EWT ISHARES INC 293,600.0 $20.8M 0.02% +246K +514.2% $70.92 +33.2%
922 JXN JACKSON FINANCIAL INC Financial Services 196,940.0 $20.8M 0.02% -154K -43.9% $105.72 +2.3%
923 ATKR ATKORE INC Industrials 353,000.0 $20.8M 0.02% +134K +60.9% $58.91 +29.3%
924 FOXA FOX CORP Communication Services 356,060.0 $20.8M 0.02% -1.9M -83.9% $58.40 +10.0%
925 OFG OFG BANCORP Financial Services 511,958.0 $20.7M 0.02% +284K +124.8% $40.46 +11.7%
926 FORM FORMFACTOR INC Technology 213,456.0 $20.7M 0.02% +100K +87.7% $96.99 +32.0%
927 FDX FEDEX CORP Industrials 58,112.0 $20.7M 0.02% +30K +106.1% $356.18 +9.2%
928 SMCI SUPER MICRO COMPUTER INC Technology 906,932.0 $20.7M 0.02% +746K +462.8% $22.77 +46.9%
929 BPOP POPULAR INC Financial Services 153,484.0 $20.6M 0.02% +15K +10.9% $134.17 +11.4%
930 ACT ENACT HLDGS INC Financial Services 504,499.0 $20.6M 0.02% +137K +37.1% $40.81 +6.3%
931 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 733,443.0 $20.5M 0.02% +526K +254.4% $28.01 +8.9%
932 IRWD IRONWOOD PHARMACEUTICALS INC Healthcare 5,848,276.0 $20.5M 0.02% +3.0M +105.0% $3.51 +9.7%
933 LKFN LAKELAND FINL CORP Financial Services 356,641.0 $20.5M 0.02% +176K +97.2% $57.38 +4.9%
934 TBPH THERAVANCE BIOPHARMA INC Healthcare 1,258,497.0 $20.4M 0.02% +721K +134.2% $16.23 +2.0%
935 JMIA JUMIA TECHNOLOGIES AG Consumer Cyclical 2,957,600.0 $20.4M 0.02% +1.2M +71.5% $6.90 +2.9%
936 GS CALL GOLDMAN SACHS GROUP INC Financial Services 24,000.0 $20.3M 0.02% -1K -4.0% $845.99 +16.8%
937 MDLZ MONDELEZ INTL INC Consumer Defensive 351,866.0 $20.3M 0.02% NEW $57.64 +6.7%
938 KINIKSA PHARMACEUTICALS INTL 420,914.0 $20.3M 0.02% -110K -20.7% $48.15
939 PRDO PERDOCEO ED CORP Consumer Defensive 544,005.0 $20.2M 0.02% +67K +14.2% $37.21 -9.1%
940 PTON PELOTON INTERACTIVE INC Consumer Cyclical 4,713,491.0 $20.2M 0.02% +867K +22.5% $4.29 +20.5%
Page 47 of 228  ·  4,546 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 21.8%
Financial Services 15.2%
Healthcare 13.2%
Industrials 13.1%
Consumer Cyclical 11.6%
Energy 5.2%
Basic Materials 5.1%
Consumer Defensive 4.6%
Communication Services 4.0%
Real Estate 3.7%