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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 73 of 251  ·  5,017 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 QCRH QCR HLDGS INC Financial Services 116,041.0 $11.3M 0.01% +50K +76.6% $97.35 +3.6%
1442 INTC CALL INTEL CORP Technology 80,900.0 $11.3M 0.01% +4K +4.8% $139.63 -37.5%
1443 BILI BILIBILI INC Technology 661,945.0 $11.3M 0.01% +335K +102.3% $17.03 -3.1%
1444 TDAY USA TODAY CO INC Communication Services 1,318,216.0 $11.3M 0.01% +844K +178.2% $8.55 -25.0%
1445 TRN TRINITY INDS INC Industrials 325,683.0 $11.3M 0.01% +23K +7.4% $34.58 -14.1%
1446 AVGO PUT BROADCOM INC Technology 29,800.0 $11.3M 0.01% -23K -43.8% $377.75 -5.0%
1447 TRST TRUSTCO BK CORP N Y Financial Services 204,630.0 $11.2M 0.01% -16K -7.1% $54.91 +4.2%
1448 FCG FIRST TR EXCHANGE-TRADED FD 421,900.0 $11.2M 0.01% +136K +47.8% $26.61 +17.0%
1449 IMAX IMAX CORP Communication Services 281,421.0 $11.2M 0.01% -410K -59.3% $39.86 +37.5%
1450 VOYG VOYAGER TECHNOLOGIES INC Industrials 347,285.0 $11.2M 0.01% +314K +937.2% $32.25 +10.1%
1451 CLEANSPARK INC 8,648,000.0 $11.2M 0.01% $1.29
1452 SB SAFE BULKERS INC Industrials 1,768,989.0 $11.2M 0.01% -197K -10.0% $6.31 +37.1%
1453 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 5,363.0 $11.2M 0.01% +3K +112.0% $2080.79 +4.9%
1454 BLACKSTONE DIGITAL INFRASTRU 515,099.0 $11.1M 0.01% NEW $21.63
1455 FPI FARMLAND PARTNERS INC Real Estate 1,148,972.0 $11.1M 0.01% -299K -20.6% $9.68 +7.0%
1456 UE URBAN EDGE PPTYS Real Estate 485,554.0 $11.1M 0.01% -137K -22.0% $22.88 -5.6%
1457 UAA UNDER ARMOUR INC Consumer Cyclical 1,737,434.0 $11.1M 0.01% +959K +123.3% $6.39 -16.0%
1458 LPTH LIGHTPATH TECHNOLOGIES INC Technology 678,151.0 $11.1M 0.01% +561K +479.3% $16.35 -19.1%
1459 PLXS PLEXUS CORP Technology 36,849.0 $11.1M 0.01% -42K -53.5% $300.67 -21.0%
1460 CVNA CARVANA CO Consumer Cyclical 168,143.0 $11.1M 0.01% +148K +750.8% $65.82 +9.9%
Page 73 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%