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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 93 of 228  ·  4,546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1841 BW LPG LTD 334,583.0 $5.8M 0.01% +74K +28.5% $17.37
1842 USFD US FOODS HLDG CORP Consumer Defensive 62,847.0 $5.8M 0.01% +21K +48.8% $92.21 -12.7%
1843 ETN CALL EATON CORP PLC Industrials 16,200.0 $5.8M 0.01% +11K +224.0% $357.67 +9.4%
1844 IDEA ACQUISITION CORP 583,593.0 $5.8M 0.01% NEW $9.91
1845 MYGN MYRIAD GENETICS INC Healthcare 1,284,050.0 $5.8M 0.01% +369K +40.3% $4.50 -15.1%
1846 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 311,700.0 $5.8M 0.01% NEW $18.52 -12.3%
1847 KREF KKR REAL ESTATE FIN TR INC Real Estate 942,201.0 $5.8M 0.01% -63K -6.3% $6.12 +5.9%
1848 JOUT JOHNSON OUTDOORS INC Consumer Cyclical 123,968.0 $5.8M 0.01% +63K +104.2% $46.51 -6.3%
1849 MOS MOSAIC CO Basic Materials 226,046.0 $5.8M 0.01% $25.50 -11.7%
1850 TLK TELEKOMUNIKASI IND Communication Services 308,453.0 $5.8M 0.01% +192K +165.9% $18.68 -12.5%
1851 ANGLOGOLD ASHANTI PLC 59,084.0 $5.8M 0.01% -32K -35.3% $97.36
1852 BDX BECTON DICKINSON & CO Healthcare 36,559.0 $5.7M 0.01% $157.23 -6.1%
1853 SXC SUNCOKE ENERGY INC Energy 880,660.0 $5.7M 0.01% NEW $6.51 +29.0%
1854 WFC CALL WELLS FARGO & CO Financial Services 72,000.0 $5.7M 0.01% -44K -37.9% $79.61 -4.0%
1855 AMSC AMERICAN SUPERCONDUCTOR CORP Industrials 169,016.0 $5.7M 0.01% -153K -47.4% $33.85 +53.1%
1856 AMCX AMC NETWORKS INC Communication Services 842,348.0 $5.7M 0.01% +179K +27.0% $6.79 +36.1%
1857 PRCT PROCEPT BIOROBOTICS CORP Healthcare 228,511.0 $5.7M 0.01% -38K -14.2% $25.01 +16.0%
1858 RAAQ REAL ASSET ACQUISITION CORP Financial Services 543,750.0 $5.7M 0.01% $10.50 +11.6%
1859 EXTR EXTREME NETWORKS INC Technology 377,134.0 $5.7M 0.01% -120K -24.2% $15.08 +69.8%
1860 SVCC STELLAR V CAP CORP Financial Services 543,750.0 $5.7M 0.01% $10.45 +0.6%
Page 93 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%