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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 80 of 228  ·  4,546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1581 AEXA AMERICAN EXCEPTIONALISM ACQU Financial Services 738,505.0 $8.0M 0.01% $10.83 +5.1%
1582 CCCC C4 THERAPEUTICS INC Healthcare 3,035,634.0 $8.0M 0.01% +1.5M +101.1% $2.63 +35.4%
1583 LXU LSB INDS INC Basic Materials 535,295.0 $8.0M 0.01% +452K +539.9% $14.90 -12.5%
1584 COST PUT COSTCO WHOLESALE CORPORATION Consumer Defensive 8,000.0 $8.0M 0.01% NEW $996.43 +3.2%
1585 CRCL CIRCLE INTERNET GROUP INC Financial Services 83,495.0 $8.0M 0.01% -1.2M -93.4% $95.41 +18.6%
1586 HESM HESS MIDSTREAM LP Energy 204,906.0 $8.0M 0.01% NEW $38.87 +4.7%
1587 VIPS VIPSHOP HLDGS LTD Consumer Cyclical 506,401.0 $8.0M 0.01% +401K +378.2% $15.72 -8.3%
1588 OKLO OKLO INC Utilities 160,317.0 $8.0M 0.01% +55K +52.9% $49.59 +32.8%
1589 AEHR AEHR TEST SYS Technology 214,372.0 $7.9M 0.01% -141K -39.7% $37.08 +156.3%
1590 DOC HEALTHPEAK PROPERTIES INC Real Estate 483,584.0 $7.9M 0.01% NEW $16.43 +20.1%
1591 XES SPDR SERIES TRUST 68,190.0 $7.9M 0.01% NEW $116.33 +11.4%
1592 ASML CALL ASML HLDG NV Technology 6,000.0 $7.9M 0.01% +3K +100.0% $1320.83 +23.6%
1593 EXPE EXPEDIA GROUP INC Consumer Cyclical 34,300.0 $7.9M 0.01% +7K +24.3% $230.89 -7.0%
1594 C CALL CITIGROUP INC Financial Services 69,800.0 $7.9M 0.01% -4K -5.7% $113.41 +10.3%
1595 CALX CALIX INC Technology 161,455.0 $7.9M 0.01% +142K +725.2% $48.99 -19.9%
1596 CRVS CORVUS PHARMACEUTICALS INC Healthcare 539,869.0 $7.9M 0.01% +396K +276.0% $14.63 -13.8%
1597 DRVN DRIVEN BRANDS HLDGS INC Consumer Cyclical 626,310.0 $7.9M 0.01% NEW $12.61 +9.2%
1598 HWC HANCOCK WHITNEY CORPORATION Financial Services 124,110.0 $7.9M 0.01% -160K -56.3% $63.59 +6.1%
1599 CBC CENTRAL BANCOMPANY Financial Services 328,921.0 $7.9M 0.01% NEW $23.95 +18.8%
1600 ATR APTARGROUP INC Healthcare 62,496.0 $7.9M 0.01% -137K -68.7% $126.02 -7.8%
Page 80 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%