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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 132 of 203  ·  4,041 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2621 NECB NORTHEAST CMNTY BANCORP INC Financial Services 69,200.0 $1.6M 0.00% NEW $22.61 +13.8%
2622 TARS TARSUS PHARMACEUTICALS INC Healthcare 19,078.0 $1.6M 0.00% NEW $81.88 -22.9%
2623 GIII G III APPAREL GROUP LTD Consumer Cyclical 53,853.0 $1.6M 0.00% NEW $28.96 +20.1%
2624 AVBP ARRIVENT BIOPHARMA INC Healthcare 77,479.0 $1.6M 0.00% NEW $20.12 +57.8%
2625 YPF CALL YPF SOCIEDAD ANONIMA Energy 43,100.0 $1.6M 0.00% NEW $36.16 +39.5%
2626 VIOV VANGUARD ADMIRAL FDS INC 15,941.0 $1.6M 0.00% NEW $97.76 +17.5%
2627 SAR SARATOGA INVT CORP Financial Services 67,507.0 $1.6M 0.00% NEW $23.07 -4.2%
2628 CAN CANAAN INC Technology 2,249,600.0 $1.6M 0.00% NEW $0.69 -52.4%
2629 KMT KENNAMETAL INC Industrials 54,621.0 $1.6M 0.00% NEW $28.41 +27.8%
2630 AMRN AMARIN CORP PLC Healthcare 111,168.0 $1.6M 0.00% NEW $13.95 +14.9%
2631 QUS SPDR SERIES TRUST 8,900.0 $1.6M 0.00% NEW $174.19 +5.5%
2632 NUMG NUSHARES ETF TR 32,400.0 $1.5M 0.00% NEW $47.74 -5.2%
2633 GASS STEALTHGAS INC Industrials 219,703.0 $1.5M 0.00% NEW $7.02 +18.1%
2634 KEP KOREA ELEC PWR CORP Utilities 93,472.0 $1.5M 0.00% NEW $16.50 -21.2%
2635 EXPD EXPEDITORS INTL WASH INC Industrials 10,347.0 $1.5M 0.00% NEW $149.01 +8.3%
2636 UHT UNIVERSAL HEALTH RLTY INCOME Real Estate 39,299.0 $1.5M 0.00% NEW $39.21 -3.4%
2637 AVADEL PHARMACEUTICALS PLC 71,336.0 $1.5M 0.00% NEW $21.55
2638 GILT GILAT SATELLITE NETWORKS LTD Technology 118,764.0 $1.5M 0.00% NEW $12.94 +1.9%
2639 1RT ACQUISITION CORP. 150,624.0 $1.5M 0.00% NEW $10.20
2640 THFF FIRST FINANCIAL CORPORATION Financial Services 25,422.0 $1.5M 0.00% NEW $60.42 +20.9%
Page 132 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%