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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 85 of 228  ·  4,546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1681 SLB CALL SLB LIMITED Energy 139,300.0 $7.2M 0.01% -72K -34.2% $51.39 +11.5%
1682 IYH ISHARES TR 115,987.0 $7.1M 0.01% +75K +185.8% $61.64 +2.2%
1683 IGV ISHARES TR 89,300.0 $7.1M 0.01% -98K -52.3% $80.05 +17.4%
1684 MTW MANITOWOC CO INC Industrials 612,139.0 $7.1M 0.01% +433K +241.4% $11.65 -0.7%
1685 CSTM CONSTELLIUM SE Basic Materials 288,900.0 $7.1M 0.01% NEW $24.58 +35.2%
1686 MNKD MANNKIND CORP Healthcare 2,895,874.0 $7.1M 0.01% +1.7M +143.7% $2.45 +38.0%
1687 MRK CALL MERCK & CO INC Healthcare 58,900.0 $7.1M 0.01% +54K +1078.0% $120.29 +1.8%
1688 FLO FLOWERS FOODS INC Consumer Defensive 868,307.0 $7.1M 0.01% +475K +120.8% $8.15 -2.6%
1689 BAP CREDICORP LTD Financial Services 20,859.0 $7.1M 0.01% -34K -62.2% $339.18 -1.4%
1690 SLB SLB LIMITED Energy 137,231.0 $7.1M 0.01% -76K -35.7% $51.39 +11.5%
1691 MTA METALLA RTY & STREAMING LTD Basic Materials 1,062,622.0 $7.0M 0.01% +394K +58.8% $6.63 +2.4%
1692 TNK TEEKAY TANKERS LTD Energy 95,989.0 $7.0M 0.01% NEW $73.32 +5.3%
1693 VXX BARCLAYS BANK PLC Financial Services 196,688.0 $7.0M 0.01% -286K -59.2% $35.70 -26.0%
1694 ORLA ORLA MNG LTD NEW Basic Materials 434,891.0 $7.0M 0.01% +138K +46.6% $16.13 -25.6%
1695 OBA OXLEY BRIDGE ACQ LTD Financial Services 691,364.0 $7.0M 0.01% $10.13 +1.2%
1696 ATAIBECKLEY INC 1,975,552.0 $7.0M 0.01% NEW $3.54
1697 KD KYNDRYL HLDGS INC Technology 532,300.0 $7.0M 0.01% +320K +150.7% $13.12 -6.3%
1698 ARW ARROW ELECTRS INC Technology 48,672.0 $7.0M 0.01% -102K -67.6% $143.41 +51.5%
1699 UMBF UMB FINL CORP Financial Services 61,835.0 $7.0M 0.01% -8K -11.6% $112.79 +16.3%
1700 AXP AMERICAN EXPRESS CO Financial Services 23,049.0 $7.0M 0.01% NEW $302.48 +3.1%
Page 85 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%