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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 142 of 203  ·  4,041 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2821 EAF GRAFTECH INTL LTD Industrials 74,387.0 $1.2M 0.00% NEW $15.51 -50.3%
2822 FMAG FIDELITY COVINGTON TRUST 33,700.0 $1.2M 0.00% NEW $34.13 +8.1%
2823 REI RING ENERGY INC Energy 1,320,483.0 $1.1M 0.00% NEW $0.87 +31.0%
2824 MPTI M-TRON INDS INC Technology 21,546.0 $1.1M 0.00% NEW $53.22 +80.3%
2825 KEYS KEYSIGHT TECHNOLOGIES INC Technology 5,623.0 $1.1M 0.00% NEW $203.19 +79.0%
2826 GORO GOLD RESOURCE CORP Basic Materials 1,379,868.0 $1.1M 0.00% NEW $0.83 +60.6%
2827 TITN TITAN MACHY INC Industrials 75,875.0 $1.1M 0.00% NEW $15.04 +37.5%
2828 CVLG COVENANT LOGISTICS GROUP INC Industrials 51,772.0 $1.1M 0.00% NEW $22.04 +93.4%
2829 UY SCUTI ACQUISITION CORP. 111,168.0 $1.1M 0.00% NEW $10.25
2830 RGTI RIGETTI COMPUTING INC Technology 51,423.0 $1.1M 0.00% NEW $22.15 -3.6%
2831 AXON CALL AXON ENTERPRISE INC Industrials 2,000.0 $1.1M 0.00% NEW $567.93 -25.4%
2832 OBT ORANGE CNTY BANCORP INC Financial Services 39,768.0 $1.1M 0.00% NEW $28.55 +30.4%
2833 SE CALL SEA LTD Consumer Cyclical 8,900.0 $1.1M 0.00% NEW $127.57 -28.4%
2834 SSP SCRIPPS E W CO OHIO Communication Services 283,990.0 $1.1M 0.00% NEW $3.99 -31.1%
2835 IREN PUT IREN LIMITED Financial Services 30,000.0 $1.1M 0.00% NEW $37.77 +58.8%
2836 MPAA MOTORCAR PTS AMER INC Consumer Cyclical 91,638.0 $1.1M 0.00% NEW $12.34 +24.5%
2837 THRM GENTHERM INC Consumer Cyclical 31,082.0 $1.1M 0.00% NEW $36.37 -1.2%
2838 ARDT ARDENT HEALTH INC Healthcare 127,826.0 $1.1M 0.00% NEW $8.83 +0.9%
2839 LRMR LARIMAR THERAPEUTICS INC Healthcare 295,183.0 $1.1M 0.00% NEW $3.81 -4.5%
2840 NFG NATIONAL FUEL GAS CO Energy 14,042.0 $1.1M 0.00% NEW $80.06 -5.2%
Page 142 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%