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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 147 of 203  ·  4,041 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2921 ON PUT ON SEMICONDUCTOR CORP Technology 18,300.0 $991K 0.00% NEW $54.15 +124.6%
2922 BBUC BROOKFIELD BUSINESS CORP Financial Services 27,514.0 $987K 0.00% NEW $35.88 -7.8%
2923 GEOS GEOSPACE TECHNOLOGIES CORP Energy 58,288.0 $986K 0.00% NEW $16.91 -57.3%
2924 ZIM ZIM INTEGRATED SHIPPING SERV Industrials 46,418.0 $985K 0.00% NEW $21.23 +14.6%
2925 FORR FORRESTER RESH INC Industrials 121,204.0 $984K 0.00% NEW $8.12 -17.5%
2926 VRCA VERRICA PHARMACEUTICALS INC Healthcare 118,218.0 $982K 0.00% NEW $8.31 -32.3%
2927 SHBI SHORE BANCSHARES INC Financial Services 55,451.0 $980K 0.00% NEW $17.68 +24.2%
2928 OXSQ OXFORD SQUARE CAP CORP Financial Services 556,568.0 $980K 0.00% NEW $1.76 -23.9%
2929 ADM CALL ARCHER DANIELS MIDLAND CO Consumer Defensive 17,000.0 $977K 0.00% NEW $57.49 +30.6%
2930 ROKU CALL ROKU INC Communication Services 9,000.0 $976K 0.00% NEW $108.49 +27.3%
2931 OVID OVID THERAPEUTICS INC Healthcare 598,869.0 $976K 0.00% NEW $1.63 +39.3%
2932 NTR NUTRIEN LTD Basic Materials 15,800.0 $975K 0.00% NEW $61.72 +1.8%
2933 MGA MAGNA INTL INC Consumer Cyclical 18,287.0 $975K 0.00% NEW $53.30 +22.6%
2934 LC LENDINGCLUB CORP Financial Services 51,424.0 $974K 0.00% NEW $18.94 +1.4%
2935 CORT CORCEPT THERAPEUTICS INC Healthcare 27,959.0 $973K 0.00% NEW $34.80 +129.6%
2936 HLF PUT HERBALIFE LTD Consumer Defensive 75,300.0 $971K 0.00% NEW $12.89 -7.7%
2937 SPRU SPRUCE POWER HOLDING CORP Energy 190,152.0 $968K 0.00% NEW $5.09 -43.0%
2938 PFIS PEOPLES FINL SVCS CORP Financial Services 19,854.0 $967K 0.00% NEW $48.71 +27.8%
2939 OMDA OMADA HEALTH INC Healthcare 61,217.0 $966K 0.00% NEW $15.78 +11.8%
2940 PBYI PUMA BIOTECHNOLOGY INC Healthcare 162,351.0 $966K 0.00% NEW $5.95 +27.1%
Page 147 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%