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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 128 of 203  ·  4,041 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2541 AM ANTERO MIDSTREAM CORP Energy 97,100.0 $1.7M 0.00% NEW $17.79 +22.0%
2542 ACRE ARES COML REAL ESTATE CORP Real Estate 361,110.0 $1.7M 0.00% NEW $4.78 -3.3%
2543 OPY OPPENHEIMER HLDGS INC Financial Services 23,814.0 $1.7M 0.00% NEW $72.29 +48.3%
2544 AAON AAON INC Industrials 22,557.0 $1.7M 0.00% NEW $76.25 +79.3%
2545 XSVM INVESCO EXCHANGE TRADED FD T 30,000.0 $1.7M 0.00% NEW $57.14 +19.5%
2546 UGP ULTRAPAR PARTICIPACOES SA Energy 454,111.0 $1.7M 0.00% NEW $3.77 +27.3%
2547 CSX CSX CORP Industrials 47,200.0 $1.7M 0.00% NEW $36.25 +25.9%
2548 BTU CALL PEABODY ENERGY CORP Energy 57,600.0 $1.7M 0.00% NEW $29.70 -16.5%
2549 NRC NATIONAL RESH CORP Healthcare 91,069.0 $1.7M 0.00% NEW $18.77 -1.2%
2550 IEO ISHARES TR 19,148.0 $1.7M 0.00% NEW $89.26 +20.4%
2551 ESEA EUROSEAS LTD Industrials 31,273.0 $1.7M 0.00% NEW $54.60 +25.6%
2552 FATE FATE THERAPEUTICS INC Healthcare 1,734,064.0 $1.7M 0.00% NEW $0.98 +112.7%
2553 PRQR PROQR THRAPEUTICS N V Healthcare 839,384.0 $1.7M 0.00% NEW $2.02 -6.4%
2554 SBIO ALPS ETF TR 33,100.0 $1.7M 0.00% NEW $51.22 +7.6%
2555 JAMES RIV GROUP HOLDINGS INC 266,505.0 $1.7M 0.00% NEW $6.36
2556 WWR WESTWATER RES INC Basic Materials 2,255,620.0 $1.7M 0.00% NEW $0.75 -29.8%
2557 AARD AARDVARK THERAPEUTICS INC Healthcare 128,786.0 $1.7M 0.00% NEW $13.12 -70.1%
2558 PWR CALL QUANTA SVCS INC Industrials 4,000.0 $1.7M 0.00% NEW $422.06 +66.4%
2559 LOW PUT LOWES COS INC Consumer Cyclical 7,000.0 $1.7M 0.00% NEW $241.16 -7.9%
2560 TLRY TILRAY BRANDS INC Healthcare 186,646.0 $1.7M 0.00% NEW $9.03 -47.6%
Page 128 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%