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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 74 of 251  ·  5,017 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 CRUS CIRRUS LOGIC INC Technology 74,273.0 $11.0M 0.01% +9K +12.9% $148.53 -24.4%
1462 HBM HUDBAY MINERALS INC Basic Materials 467,043.0 $11.0M 0.01% +385K +472.3% $23.61 +24.6%
1463 COSO COASTALSOUTH BANCSHARES INC Financial Services 408,489.0 $11.0M 0.01% +308K +308.3% $26.85 +3.4%
1464 GPCR STRUCTURE THERAPEUTICS INC Healthcare 204,156.0 $11.0M 0.01% +23K +12.5% $53.67 -8.7%
1465 WT WISDOMTREE INC Financial Services 646,210.0 $10.9M 0.01% -1.0M -61.4% $16.94 +40.3%
1466 EVTC EVERTEC INC Technology 394,044.0 $10.9M 0.01% -155K -28.2% $27.78 +6.9%
1467 UBER PUT UBER TECHNOLOGIES INC Technology 151,600.0 $10.9M 0.01% +99K +187.7% $72.16 +8.9%
1468 ANDE ANDERSONS INC Consumer Defensive 159,854.0 $10.9M 0.01% -26K -13.8% $68.40 -3.8%
1469 ASIX ADVANSIX INC Basic Materials 548,516.0 $10.9M 0.01% -64K -10.5% $19.88 -15.9%
1470 GSBC GREAT SOUTHN BANCORP INC Financial Services 137,830.0 $10.8M 0.01% +10K +8.1% $78.41 +0.8%
1471 ARKO ARKO CORP Consumer Cyclical 1,340,578.0 $10.8M 0.01% +687K +105.1% $8.03 -41.2%
1472 CYD CHINA YUCHAI INTL LTD Industrials 226,219.0 $10.7M 0.01% -3K -1.1% $47.41 -18.1%
1473 ALMONTY INDS INC 646,584.0 $10.7M 0.01% +33K +5.3% $16.56
1474 GEO GEO GROUP INC Industrials 362,041.0 $10.7M 0.01% -418K -53.6% $29.55 +8.7%
1475 MFC MANULIFE FINL CORP Financial Services 263,870.0 $10.7M 0.01% -1.4M -84.4% $40.51 +5.4%
1476 PURECYCLE TECHNOLOGIES INC 10,000,000.0 $10.7M 0.01% $1.07
1477 NJR NEW JERSEY RES CORP Utilities 190,414.0 $10.7M 0.01% -267K -58.4% $56.04 -4.2%
1478 AMLX AMYLYX PHARMACEUTICALS INC Healthcare 593,435.0 $10.7M 0.01% +431K +266.4% $17.96 +112.4%
1479 ACVA ACV AUCTIONS INC Consumer Cyclical 1,481,846.0 $10.7M 0.01% +403K +37.3% $7.19 +4.5%
1480 LIBERTY GLOBAL LTD 936,130.0 $10.6M 0.01% +787K +526.7% $11.37
Page 74 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%