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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 145 of 203  ·  4,041 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2881 PROK PROKIDNEY CORP Healthcare 465,509.0 $1.0M 0.00% NEW $2.24 -18.3%
2882 MESOBLAST LTD 57,561.0 $1.0M 0.00% NEW $18.04
2883 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 25,487.0 $1.0M 0.00% NEW $40.74 -11.9%
2884 INBK FIRST INTERNET BANCORP Financial Services 49,748.0 $1.0M 0.00% NEW $20.87 +23.5%
2885 CALX CALIX INC Technology 19,565.0 $1.0M 0.00% NEW $52.93 -28.3%
2886 OFLX OMEGA FLEX INC Industrials 35,086.0 $1.0M 0.00% NEW $29.44 +5.8%
2887 LASR NLIGHT INC Technology 27,447.0 $1.0M 0.00% NEW $37.51 +72.6%
2888 IBKR CALL INTERACTIVE BROKERS GROUP IN Financial Services 16,000.0 $1.0M 0.00% NEW $64.31 +49.3%
2889 ULTA PUT ULTA BEAUTY INC Consumer Cyclical 1,700.0 $1.0M 0.00% NEW $605.01 -24.6%
2890 ISCV ISHARES TR 15,000.0 $1.0M 0.00% NEW $68.50 +11.3%
2891 HBT HBT FINL INC. Financial Services 39,733.0 $1.0M 0.00% NEW $25.85 +17.2%
2892 LRCX PUT LAM RESEARCH CORP Technology 6,000.0 $1.0M 0.00% NEW $171.18 +127.3%
2893 BKMC BNY MELLON ETF TRUST 9,423.0 $1.0M 0.00% NEW $108.94 +11.4%
2894 RTO RENTOKIL INITIAL PLC Industrials 34,833.0 $1.0M 0.00% NEW $29.46 -3.3%
2895 PLXS PLEXUS CORP Technology 6,976.0 $1.0M 0.00% NEW $147.00 +104.1%
2896 LILAK LIBERTY LATIN AMERICA LTD Communication Services 137,157.0 $1.0M 0.00% NEW $7.46 -35.8%
2897 EHTH EHEALTH INC Financial Services 222,352.0 $1.0M 0.00% NEW $4.60 -64.1%
2898 CCBG CAPITAL CITY BK GROUP INC Financial Services 23,982.0 $1.0M 0.00% NEW $42.57 +11.5%
2899 SE PUT SEA LTD Consumer Cyclical 8,000.0 $1.0M 0.00% NEW $127.57 -28.4%
2900 S SENTINELONE INC Technology 67,954.0 $1.0M 0.00% NEW $15.00 +0.1%
Page 145 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%