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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 72 of 228  ·  4,546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 TRN TRINITY INDS INC Industrials 303,153.0 $9.8M 0.01% +169K +125.5% $32.18 +4.9%
1422 RDAG REPUBLIC DIGITAL ACQUISITION Financial Services 949,630.0 $9.7M 0.01% $10.23 +0.6%
1423 XNCR XENCOR INC Healthcare 805,421.0 $9.7M 0.01% +537K +199.7% $12.06 -6.1%
1424 ALTO ALTO INGREDIENTS INC Basic Materials 2,006,760.0 $9.7M 0.01% +1.2M +139.1% $4.84 -5.8%
1425 AMTB AMERANT BANCORP INC Financial Services 440,547.0 $9.7M 0.01% +157K +55.1% $22.04 +1.6%
1426 JJSF J & J SNACK FOODS CORP Consumer Defensive 122,348.0 $9.7M 0.01% +110K +890.8% $79.27 -7.0%
1427 CLS CALL CELESTICA INC Technology 34,400.0 $9.7M 0.01% +23K +191.5% $281.68 +25.9%
1428 ROK ROCKWELL AUTOMATION INC Industrials 26,987.0 $9.7M 0.01% +13K +89.0% $358.88 +21.6%
1429 ABM ABM INDS INC Industrials 251,295.0 $9.7M 0.01% -61K -19.5% $38.52 +4.2%
1430 VNDA VANDA PHARMACEUTICALS INC Healthcare 1,398,201.0 $9.7M 0.01% +419K +42.8% $6.91 -10.6%
1431 TRST TRUSTCO BK CORP N Y Financial Services 220,331.0 $9.6M 0.01% +90K +68.7% $43.78 +14.8%
1432 TR TOOTSIE ROLL INDS INC Consumer Defensive 225,788.0 $9.6M 0.01% +150K +197.7% $42.72 -5.5%
1433 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 64,436.0 $9.6M 0.01% -69K -51.6% $149.52 +8.2%
1434 ESGU ISHARES TR 67,800.0 $9.6M 0.01% -3K -3.8% $141.42 +14.5%
1435 ORCL ORACLE CORP Technology 65,056.0 $9.6M 0.01% -676K -91.2% $147.11 +29.0%
1436 UNILEVER PLC 167,839.0 $9.6M 0.01% +107K +175.3% $56.97
1437 ARCB ARCBEST CORP Industrials 96,912.0 $9.5M 0.01% -84K -46.3% $98.36 +26.5%
1438 CRUS CIRRUS LOGIC INC Technology 65,762.0 $9.5M 0.01% -19K -22.0% $144.62 +15.2%
1439 STX PUT SEAGATE TECHNOLOGY HLDNGS PL Technology 24,200.0 $9.5M 0.01% -273K -91.9% $391.76 +91.7%
1440 CNQ CANADIAN NAT RES LTD MED TER Energy 194,442.0 $9.5M 0.01% -1.3M -87.3% $48.73 -0.1%
Page 72 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%