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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 112 of 203  ·  4,041 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2221 TDWD TAILWIND 2.0 ACQUISITION COR Financial Services 271,875.0 $2.7M 0.00% NEW $9.85 +1.9%
2222 INVEST GREEN ACQUISITION COR 271,875.0 $2.7M 0.00% NEW $9.84
2223 ELMD ELECTROMED INC Healthcare 91,725.0 $2.7M 0.00% NEW $29.12 +32.8%
2224 TK TEEKAY CORPORATION LTD Energy 295,724.0 $2.7M 0.00% NEW $9.03 +31.9%
2225 LX LEXINFINTECH HLDGS LTD Financial Services 816,627.0 $2.7M 0.00% NEW $3.27 -38.8%
2226 BRBS BLUE RIDGE BANKSHARES INC VA Financial Services 625,322.0 $2.7M 0.00% NEW $4.27 -21.5%
2227 ADAMM ADAMAS TRUST INC. Financial Services 365,310.0 $2.7M 0.00% NEW $7.30 +247.1%
2228 AVIR ATEA PHARMACEUTICALS INC Healthcare 745,415.0 $2.7M 0.00% NEW $3.57 +22.1%
2229 QQQX NUVEEN NASDAQ 100 DYNAMIC OV Financial Services 93,250.0 $2.7M 0.00% NEW $28.52 +5.2%
2230 AVBC AVIDIA BANCORP INC Financial Services 158,122.0 $2.7M 0.00% NEW $16.81 +19.8%
2231 GAIN GLADSTONE INVT CORP Financial Services 190,243.0 $2.7M 0.00% NEW $13.97 +5.8%
2232 ALRS ALERUS FINL CORP Financial Services 117,914.0 $2.7M 0.00% NEW $22.52 +31.8%
2233 WDAY WORKDAY INC Technology 12,353.0 $2.7M 0.00% NEW $214.78 -45.6%
2234 DFIN DONNELLEY FINL SOLUTIONS INC Financial Services 56,730.0 $2.6M 0.00% NEW $46.69 -16.2%
2235 NHC NATIONAL HEALTHCARE CORP Healthcare 19,304.0 $2.6M 0.00% NEW $137.09 +47.0%
2236 AMPH AMPHASTAR PHARMACEUTICALS IN Healthcare 98,678.0 $2.6M 0.00% NEW $26.78 -29.8%
2237 IYH ISHARES TR 40,587.0 $2.6M 0.00% NEW $65.10 -3.7%
2238 FSMD FIDELITY COVINGTON TRUST 59,800.0 $2.6M 0.00% NEW $44.13 +16.9%
2239 MBUU MALIBU BOATS INC Consumer Cyclical 93,241.0 $2.6M 0.00% NEW $28.21 -3.4%
2240 BXMT BLACKSTONE MTG TR INC Real Estate 137,434.0 $2.6M 0.00% NEW $19.13 -5.4%
Page 112 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%