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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 124 of 203  ·  4,041 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2461 SPYI NEOS ETF TRUST 36,900.0 $1.9M 0.00% NEW $52.53 +1.0%
2462 POET POET TECHNOLOGIES INC Technology 305,639.0 $1.9M 0.00% NEW $6.33 +91.9%
2463 CCSI CONSENSUS CLOUD SOLUTIONS IN Technology 88,511.0 $1.9M 0.00% NEW $21.82 +56.5%
2464 TSHA TAYSHA GENE THERAPIES INC Healthcare 351,126.0 $1.9M 0.00% NEW $5.50 +16.7%
2465 KYTX KYVERNA THERAPEUTICS INC Healthcare 205,267.0 $1.9M 0.00% NEW $9.40 -14.1%
2466 GRMN GARMIN LTD Technology 9,461.0 $1.9M 0.00% NEW $202.85 +15.5%
2467 BME BLACKROCK HEALTH SCIENCES TR Financial Services 46,481.0 $1.9M 0.00% NEW $41.13 -3.2%
2468 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 17,437.0 $1.9M 0.00% NEW $109.61 -29.8%
2469 OOMA OOMA INC Communication Services 162,803.0 $1.9M 0.00% NEW $11.73 +45.8%
2470 ANVS ANNOVIS BIO INC Healthcare 551,837.0 $1.9M 0.00% NEW $3.46 -49.4%
2471 BCAL CALIFORNIA BANCORP Financial Services 102,252.0 $1.9M 0.00% NEW $18.67 +5.7%
2472 ASPI ASP ISOTOPES INC Basic Materials 356,237.0 $1.9M 0.00% NEW $5.35 +34.2%
2473 OEC ORION S.A. Basic Materials 360,384.0 $1.9M 0.00% NEW $5.28 +40.9%
2474 MNTN INC 158,598.0 $1.9M 0.00% NEW $11.94
2475 SEMR SEMRUSH HLDGS INC Technology 159,252.0 $1.9M 0.00% NEW $11.89 +0.9%
2476 VRTX VERTEX PHARMACEUTICALS INC Healthcare 4,155.0 $1.9M 0.00% NEW $453.36 -0.4%
2477 TTEC TTEC HLDGS INC Technology 521,389.0 $1.9M 0.00% NEW $3.60 -40.6%
2478 FBCG FIDELITY COVINGTON TRUST 34,200.0 $1.9M 0.00% NEW $54.84 +14.4%
2479 VIPS VIPSHOP HLDGS LTD Consumer Cyclical 105,898.0 $1.9M 0.00% NEW $17.69 -24.6%
2480 INVZ INNOVIZ TECHNOLOGIES LTD Consumer Cyclical 2,193,867.0 $1.9M 0.00% NEW $0.85 -31.8%
Page 124 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%