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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 79 of 228  ·  4,546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1561 TACO BERTO ACQUISITION CORP Financial Services 799,248.0 $8.2M 0.01% $10.25 +2.0%
1562 KCHV KOCHAV DEFENSE ACQUI CO Financial Services 797,500.0 $8.2M 0.01% $10.25 +0.7%
1563 BLUE WTR ACQUISITION CORP. I 797,500.0 $8.2M 0.01% $10.25
1564 ROP ROPER TECHNOLOGIES INC Industrials 23,059.0 $8.2M 0.01% -43K -65.1% $353.86 -7.6%
1565 KODK EASTMAN KODAK CO Industrials 901,003.0 $8.2M 0.01% +303K +50.6% $9.05 +8.5%
1566 FIDELIS INSURANCE HOLDINGS L 424,775.0 $8.1M 0.01% +368K +651.3% $19.11
1567 OYSTER ENTERPRISES II ACQUIS 797,500.0 $8.1M 0.01% $10.17
1568 PIONEER ACQUISITION I CORP 797,500.0 $8.1M 0.01% $10.13
1569 ITA ISHARES TR 36,900.0 $8.1M 0.01% NEW $218.75 +3.0%
1570 SD SANDRIDGE ENERGY INC Energy 494,600.0 $8.1M 0.01% +249K +101.3% $16.31 -6.2%
1571 BBDC BARINGS BDC INC Financial Services 979,333.0 $8.1M 0.01% +246K +33.6% $8.23 +3.4%
1572 GSBC GREAT SOUTHN BANCORP INC Financial Services 127,530.0 $8.1M 0.01% +70K +121.2% $63.13 +12.4%
1573 MCB METROPOLITAN BK HLDG CORP Financial Services 96,619.0 $8.0M 0.01% +57K +142.1% $83.29 +9.5%
1574 NTRA NATERA INC Healthcare 40,200.0 $8.0M 0.01% -227K -85.0% $199.99 +1.6%
1575 HCM III ACQUISITION CORP 797,500.0 $8.0M 0.01% $10.08
1576 LEU PUT CENTRUS ENERGY CORP Energy 46,300.0 $8.0M 0.01% +29K +172.3% $173.59 +3.3%
1577 NCDL NUVEEN CHURCHILL DIRECT LEND Financial Services 630,747.0 $8.0M 0.01% +158K +33.3% $12.72 +1.1%
1578 RXST RXSIGHT INC Healthcare 1,300,260.0 $8.0M 0.01% +502K +62.9% $6.16 -1.2%
1579 ULCC FRONTIER GROUP HLDGS INC Industrials 2,268,056.0 $8.0M 0.01% +243K +12.0% $3.53 +40.2%
1580 IGM ISHARES TR 67,500.0 $8.0M 0.01% NEW $118.51 +32.6%
Page 79 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%