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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 116 of 203  ·  4,041 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2301 TLK P T TELEKOMUNIKASI INDONESIA Communication Services 115,990.0 $2.4M 0.00% NEW $21.05 -29.3%
2302 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 73,120.0 $2.4M 0.00% NEW $33.37 +4.0%
2303 HRTG HERITAGE INSURANCE HLDGS INC Financial Services 83,329.0 $2.4M 0.00% NEW $29.26 -20.5%
2304 KLAC CALL KLA CORP Technology 2,000.0 $2.4M 0.00% NEW $1215.08 -78.6%
2305 KARO KAROOOOO LTD Technology 53,404.0 $2.4M 0.00% NEW $45.50 +4.0%
2306 FUTURECREST ACQUISITION CORP 240,309.0 $2.4M 0.00% NEW $10.10
2307 ALTO ALTO INGREDIENTS INC Basic Materials 839,474.0 $2.4M 0.00% NEW $2.88 +74.3%
2308 AA MISSION ACQUISITION CORP 241,667.0 $2.4M 0.00% NEW $9.94
2309 CHAMPIONSGATE ACQUISITION CO 235,624.0 $2.4M 0.00% NEW $10.19
2310 LOANDEPOT INC 1,150,643.0 $2.4M 0.00% NEW $2.07
2311 XSLV INVESCO EXCH TRADED FD TR II 51,100.0 $2.4M 0.00% NEW $46.37 +9.3%
2312 NAT NORDIC AMERICAN TANKERS LIMI Industrials 684,739.0 $2.4M 0.00% NEW $3.44 +70.1%
2313 HBM HUDBAY MINERALS INC Basic Materials 118,441.0 $2.4M 0.00% NEW $19.85 +39.0%
2314 CAT CALL CATERPILLAR INC Industrials 4,100.0 $2.3M 0.00% NEW $572.87 +72.1%
2315 MTRX MATRIX SVC CO Industrials 200,710.0 $2.3M 0.00% NEW $11.70 +19.5%
2316 NMRA NEUMORA THERAPEUTICS INC. Healthcare 1,307,688.0 $2.3M 0.00% NEW $1.79 -15.6%
2317 COP PUT CONOCOPHILLIPS Energy 25,000.0 $2.3M 0.00% NEW $93.61 +15.1%
2318 NXST NEXSTAR MEDIA GROUP INC Communication Services 11,500.0 $2.3M 0.00% NEW $203.05 -19.2%
2319 SRAD SPORTRADAR GROUP AG Technology 97,993.0 $2.3M 0.00% NEW $23.77 -36.6%
2320 AREC AMERICAN RES CORP Energy 938,845.0 $2.3M 0.00% NEW $2.48 -13.3%
Page 116 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%