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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 108 of 203  ·  4,041 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2141 DELL PUT DELL TECHNOLOGIES INC Technology 24,000.0 $3.0M 0.00% NEW $125.88 +225.3%
2142 HXL HEXCEL CORP NEW Industrials 40,798.0 $3.0M 0.00% NEW $73.90 +32.1%
2143 IMCG ISHARES TR 37,700.0 $3.0M 0.00% NEW $79.84 +21.5%
2144 WSC WILLSCOT HLDGS CORP Industrials 159,532.0 $3.0M 0.00% NEW $18.83 +53.2%
2145 CLPT CLEARPOINT NEURO INC Healthcare 219,221.0 $3.0M 0.00% NEW $13.68 +29.9%
2146 SRCE 1ST SOURCE CORP Financial Services 47,902.0 $3.0M 0.00% NEW $62.49 +23.1%
2147 EGAN EGAIN CORP Technology 290,720.0 $3.0M 0.00% NEW $10.29 -27.0%
2148 PLG PLATINUM GROUP METALS LTD Basic Materials 1,265,727.0 $3.0M 0.00% NEW $2.36 -38.6%
2149 FFIN FIRST FINL BANKSHARES INC Financial Services 99,796.0 $3.0M 0.00% NEW $29.87 +9.7%
2150 ANYWHERE REAL ESTATE INC 210,166.0 $3.0M 0.00% NEW $14.16
2151 SPSC SPS COMM INC Technology 33,378.0 $3.0M 0.00% NEW $89.13 -40.4%
2152 KRT KARAT PACKAGING INC Consumer Cyclical 131,732.0 $3.0M 0.00% NEW $22.57 +34.0%
2153 O CALL REALTY INCOME CORP Real Estate 52,500.0 $3.0M 0.00% NEW $56.37 +6.9%
2154 XRT SPDR SERIES TRUST 34,673.0 $3.0M 0.00% NEW $85.29 +1.3%
2155 CRON CRONOS GROUP INC Healthcare 1,124,234.0 $3.0M 0.00% NEW $2.63 +3.0%
2156 PSBD PALMER SQUARE CAPITAL BDC IN Financial Services 242,407.0 $3.0M 0.00% NEW $12.19 -11.6%
2157 SHOP CALL SHOPIFY INC Technology 18,300.0 $2.9M 0.00% NEW $160.97 -32.4%
2158 AYI ACUITY INC Industrials 8,154.0 $2.9M 0.00% NEW $360.04 -11.8%
2159 SMR PUT NUSCALE PWR CORP Utilities 206,600.0 $2.9M 0.00% NEW $14.17 -17.1%
2160 NEWT NEWTEKONE INC Financial Services 257,781.0 $2.9M 0.00% NEW $11.35 +22.6%
Page 108 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%