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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 75 of 228  ·  4,546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1481 IDT IDT CORP Communication Services 179,497.0 $8.8M 0.01% +97K +117.4% $49.10 +7.3%
1482 CHCT COMMUNITY HEALTHCARE TR INC Real Estate 554,539.0 $8.8M 0.01% +326K +143.0% $15.89 +11.5%
1483 CYD CHINA YUCHAI INTL LTD Industrials 228,798.0 $8.8M 0.01% +167K +271.4% $38.50 +44.6%
1484 AVAH AVEANNA HEALTHCARE HLDGS INC Healthcare 1,367,438.0 $8.8M 0.01% +1.1M +391.4% $6.44 +19.1%
1485 BAND BANDWIDTH INC Technology 493,932.0 $8.8M 0.01% +253K +105.0% $17.82 +228.5%
1486 CRWV COREWEAVE INC Technology 113,616.0 $8.8M 0.01% +10K +10.1% $77.47 +38.9%
1487 TACH TITAN ACQUISITION CORP Financial Services 854,110.0 $8.8M 0.01% $10.29 +0.6%
1488 SRRK SCHOLAR ROCK HLDG CORP Healthcare 178,672.0 $8.8M 0.01% -227K -55.9% $49.16 -1.6%
1489 FBT FIRST TR EXCHANGE-TRADED FD 43,700.0 $8.8M 0.01% +1K +2.3% $200.82 +5.8%
1490 KLIC KULICKE & SOFFA INDS INC Technology 133,220.0 $8.8M 0.01% +61K +83.8% $65.72 +53.8%
1491 PLOW DOUGLAS DYNAMICS INC Consumer Cyclical 207,758.0 $8.7M 0.01% +182K +696.1% $42.09 +4.3%
1492 GPCR STRUCTURE THERAPEUTICS INC Healthcare 181,415.0 $8.7M 0.01% +86K +89.9% $48.20 -19.5%
1493 BLZR TRAILBLAZER ACQUISITION CORP Financial Services 869,999.0 $8.7M 0.01% $10.05 +0.5%
1494 OMF ONEMAIN HLDGS INC Financial Services 163,418.0 $8.7M 0.01% +60K +58.4% $53.49 +0.5%
1495 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 39,317.0 $8.7M 0.01% NEW $222.07 +71.3%
1496 QQQE DIREXION SHARES ETF TRUST 88,600.0 $8.7M 0.01% NEW $98.53 +17.2%
1497 PWB INVESCO EXCHANGE TRADED FD T 69,200.0 $8.7M 0.01% +44K +175.7% $125.93 +22.3%
1498 FISI FINANCIAL INSTITUTIONS INC Financial Services 274,740.0 $8.7M 0.01% +111K +68.0% $31.71 +11.5%
1499 PURECYCLE TECHNOLOGIES INC 10,000,000.0 $8.7M 0.01% $0.87
1500 BDN BRANDYWINE RLTY TR Real Estate 3,210,846.0 $8.7M 0.01% +848K +35.9% $2.71 +10.0%
Page 75 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%