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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 65 of 251  ·  5,017 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 RAMACO RES INC 1,050,280.0 $13.9M 0.01% -967K -47.9% $13.23
1282 JKS JINKOSOLAR HLDG CO LTD Energy 826,714.0 $13.9M 0.01% +188K +29.5% $16.80 -5.2%
1283 SAIA SAIA INC Industrials 32,937.0 $13.9M 0.01% +11K +48.8% $421.16 -14.0%
1284 THE REALREAL INC 9,862,000.0 $13.8M 0.01% +50K +0.5% $1.40
1285 NATL NCR ATLEOS CORPORATION Technology 318,125.0 $13.8M 0.01% +137K +76.1% $43.41 +6.9%
1286 CIM CHIMERA INVT CORP Real Estate 1,035,135.0 $13.8M 0.01% -160K -13.4% $13.34 -13.6%
1287 GABC GERMAN AMERN BANCORP INC Financial Services 290,716.0 $13.8M 0.01% +86K +42.2% $47.46 +5.1%
1288 PTF INVESCO EXCHANGE TRADED FD T 101,200.0 $13.8M 0.01% NEW $136.31 -24.9%
1289 KMI KINDER MORGAN INC DEL Energy 430,340.0 $13.8M 0.01% -5.4M -92.7% $31.97 -3.1%
1290 MRVL CALL MARVELL TECHNOLOGY INC Technology 46,000.0 $13.7M 0.01% +39K +557.1% $297.89 -20.4%
1291 NFLX CALL NETFLIX INC. Communication Services 191,200.0 $13.7M 0.01% +7K +4.0% $71.40 +11.5%
1292 PINE ALPINE INCOME PPTY TR INC Real Estate 656,764.0 $13.6M 0.01% +54K +9.0% $20.76 -5.8%
1293 SLB SLB LIMITED Energy 293,136.0 $13.6M 0.01% +156K +113.6% $46.49 +15.9%
1294 APH AMPHENOL CORP Technology 77,108.0 $13.6M 0.01% -214K -73.5% $176.32 -11.0%
1295 GEF GREIF INC Consumer Cyclical 182,260.0 $13.6M 0.01% +55K +43.1% $74.49 +18.0%
1296 TTC TORO CO Industrials 139,154.0 $13.6M 0.01% +117K +526.8% $97.42 +2.1%
1297 GIII G III APPAREL GROUP LTD Consumer Cyclical 402,033.0 $13.6M 0.01% +271K +206.4% $33.71 +0.2%
1298 VSNT VERSANT MEDIA GROUP INC Industrials 375,143.0 $13.5M 0.01% NEW $36.01 +7.6%
1299 MSDL MORGAN STANLEY DIRECT LENDIN Financial Services 893,188.0 $13.5M 0.01% $15.12 +1.6%
1300 SXI STANDEX INTL CORP Industrials 37,693.0 $13.5M 0.01% NEW $357.67 -13.2%
Page 65 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 4.5%
Consumer Defensive 3.8%
Real Estate 3.3%
Communication Services 3.0%