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Portfolio (Quarterly) Guide ↗

TWO SIGMA INVESTMENTS, LP

· CIK 0001179392
13F Portfolio $70.9B AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4041 New
Page 106 of 203  ·  4,041 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2101 SAM BOSTON BEER INC Consumer Defensive 16,269.0 $3.2M 0.00% NEW $195.13 -9.7%
2102 SATS PUT ECHOSTAR CORP Technology 29,200.0 $3.2M 0.00% NEW $108.70 +0.4%
2103 TREEHOUSE FOODS INC 134,101.0 $3.2M 0.00% NEW $23.59
2104 SRVR PACER FDS TR 110,200.0 $3.2M 0.00% NEW $28.64 +17.1%
2105 COF CALL CAPITAL ONE FINL CORP Financial Services 13,000.0 $3.2M 0.00% NEW $242.36 -16.8%
2106 COF PUT CAPITAL ONE FINL CORP Financial Services 13,000.0 $3.2M 0.00% NEW $242.36 -16.8%
2107 MEI METHODE ELECTRS INC Technology 473,486.0 $3.1M 0.00% NEW $6.64 +111.1%
2108 AMGN CALL AMGEN INC Healthcare 9,600.0 $3.1M 0.00% NEW $327.31 +3.1%
2109 WSR WHITESTONE REIT Real Estate 225,915.0 $3.1M 0.00% NEW $13.89 +36.4%
2110 DNMX DYNAMIX CORP III Financial Services 317,187.0 $3.1M 0.00% NEW $9.89 +1.2%
2111 IGPT INVESCO EXCHANGE TRADED FD T 52,700.0 $3.1M 0.00% NEW $59.47 +78.9%
2112 HIMX HIMAX TECHNOLOGIES INC Technology 382,289.0 $3.1M 0.00% NEW $8.19 +121.1%
2113 WAT WATERS CORP Healthcare 8,227.0 $3.1M 0.00% NEW $379.83 -6.4%
2114 BWFG BANKWELL FINL GROUP INC Financial Services 68,079.0 $3.1M 0.00% NEW $45.82 +22.6%
2115 FLR PUT FLUOR CORP NEW Industrials 78,700.0 $3.1M 0.00% NEW $39.63 +35.4%
2116 ORCL CALL ORACLE CORP Technology 16,000.0 $3.1M 0.00% NEW $194.91 -5.4%
2117 SITE CTRS CORP 485,352.0 $3.1M 0.00% NEW $6.42
2118 MSBI MIDLAND STATES BANCORP INC Financial Services 147,180.0 $3.1M 0.00% NEW $21.17 +39.0%
2119 WMB WILLIAMS COS INC Energy 51,699.0 $3.1M 0.00% NEW $60.11 +21.6%
2120 GSIT GSI TECHNOLOGY INC Technology 500,364.0 $3.1M 0.00% NEW $6.21 +22.1%
Page 106 of 203  ·  4,041 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 20.3%
Financial Services 16.7%
Industrials 14.1%
Healthcare 12.8%
Consumer Cyclical 11.9%
Consumer Defensive 5.7%
Basic Materials 4.6%
Energy 4.2%
Communication Services 3.9%
Real Estate 3.7%