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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 94 of 228  ·  4,546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1861 PRAXIS PRECISION MEDICINES I 17,598.0 $5.7M 0.01% -6K -23.8% $322.19
1862 SOUTHSTATE BK CORP 61,222.0 $5.7M 0.01% NEW $92.52
1863 TLS TELOS CORP MD Technology 1,351,575.0 $5.7M 0.01% +92K +7.3% $4.19 +10.7%
1864 CEVA CEVA INC Technology 302,834.0 $5.7M 0.01% +230K +314.8% $18.68 +111.1%
1865 CBU COMMUNITY FINANCIAL SYSTEM I Financial Services 96,365.0 $5.7M 0.01% NEW $58.65 +8.1%
1866 CTVA CORTEVA INC Basic Materials 67,500.0 $5.7M 0.01% NEW $83.71 -5.0%
1867 GPOR GULFPORT ENERGY CORP Energy 26,670.0 $5.6M 0.01% $211.57 -15.8%
1868 ELME COMMUNITIES 2,801,512.0 $5.6M 0.01% +2.8M +5970.2% $2.01
1869 SPRING VY ACQUISITION CORP I 554,070.0 $5.6M 0.01% $10.16
1870 BTU PEABODY ENGR CORP Energy 170,604.0 $5.6M 0.01% +80K +87.7% $32.95 -25.5%
1871 GLOBA TERRA ACQUISITION COR 551,616.0 $5.6M 0.01% $10.19
1872 GTEN GORES HLDGS X INC Financial Services 548,419.0 $5.6M 0.01% $10.24 +1.2%
1873 QCRH QCR HLDGS INC Financial Services 65,709.0 $5.6M 0.01% -5K -6.9% $85.45 +6.4%
1874 ESEA EUROSEAS LTD Industrials 83,967.0 $5.6M 0.01% +53K +168.5% $66.85 -2.5%
1875 VFF VILLAGE FARMS INTL INC Consumer Defensive 1,975,053.0 $5.6M 0.01% +515K +35.2% $2.84 -8.5%
1876 GLD CALL SPDR GOLD TR Financial Services 13,000.0 $5.6M 0.01% -125K -90.6% $430.29 -3.8%
1877 GLD PUT SPDR GOLD TR Financial Services 13,000.0 $5.6M 0.01% -125K -90.6% $430.29 -3.8%
1878 CALF PACER FDS TR 124,500.0 $5.6M 0.01% -464K -78.8% $44.87 +8.7%
1879 GWW WW GRAINGER INC Industrials 5,120.0 $5.6M 0.01% +720.0 +16.4% $1090.81 +14.4%
1880 MOUNTAIN LAKE ACQUISIT CORP 567,675.0 $5.6M 0.01% NEW $9.83
Page 94 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%