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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 78 of 228  ·  4,546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1541 COMP COMPASS INC Technology 1,143,630.0 $8.4M 0.01% -933K -44.9% $7.31 +15.9%
1542 ARCT ARCTURUS THERAPEUTICS HLDGS Healthcare 1,081,784.0 $8.4M 0.01% +535K +97.9% $7.72 -9.1%
1543 SLDE SLIDE INS HLDGS INC Financial Services 463,735.0 $8.3M 0.01% +324K +231.5% $18.00 +3.8%
1544 CLEANSPARK INC 8,648,000.0 $8.3M 0.01% $0.96
1545 TLNC TALON CAP CORP Financial Services 815,625.0 $8.3M 0.01% $10.20 +0.8%
1546 RRC RANGE RES CORP Energy 184,093.0 $8.3M 0.01% -685K -78.8% $45.18 -6.9%
1547 GSUS GOLDMAN SACHS ETF TR 92,600.0 $8.3M 0.01% NEW $89.59 +14.3%
1548 DE DEERE & CO Industrials 14,697.0 $8.3M 0.01% +100.0 +0.7% $563.30 -5.7%
1549 ONDS ONDAS INC Technology 915,592.0 $8.3M 0.01% -4.0M -81.5% $9.04 +1.5%
1550 COST CALL COSTCO WHOLESALE CORPORATION Consumer Defensive 8,300.0 $8.3M 0.01% NEW $996.43 +5.4%
1551 TRIN TRINITY CAP INC Financial Services 559,447.0 $8.2M 0.01% +169K +43.4% $14.71 +14.7%
1552 GRANITE CONSTR INC 5,000,000.0 $8.2M 0.01% -26.9M -84.3% $1.65
1553 CGNX COGNEX CORP Technology 167,760.0 $8.2M 0.01% -112K -40.0% $48.99 +31.2%
1554 NAVI NAVIENT CORPORATION Financial Services 1,003,910.0 $8.2M 0.01% +235K +30.6% $8.18 +2.1%
1555 MGPI MGP INGREDIENTS INC NEW Consumer Defensive 446,215.0 $8.2M 0.01% +133K +42.2% $18.39 -1.6%
1556 UAMY UNITED STATES ANTIMONY CORP Basic Materials 939,589.0 $8.2M 0.01% -2.0M -67.8% $8.73 -4.6%
1557 ALHC ALIGNMENT HEALTHCARE INC Healthcare 465,127.0 $8.2M 0.01% +148K +46.9% $17.62 -7.1%
1558 PYPL PAYPAL HLDGS INC Financial Services 181,192.0 $8.2M 0.01% +93K +104.9% $45.23 -1.9%
1559 BHB BAR HBR BANKSHARES Financial Services 252,514.0 $8.2M 0.01% +168K +198.9% $32.45 +7.1%
1560 DHIL DIAMOND HILL INVT GROUP INC Financial Services 47,604.0 $8.2M 0.01% +8K +21.1% $172.10 +1.7%
Page 78 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%