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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 151 of 203  ·  4,041 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3001 KBE SPDR SERIES TRUST 14,700.0 $892K 0.00% NEW $60.69 +8.3%
3002 ALB PUT ALBEMARLE CORP Basic Materials 6,300.0 $891K 0.00% NEW $141.44 +13.4%
3003 RIET ETF SER SOLUTIONS 95,484.0 $887K 0.00% NEW $9.29 +2.0%
3004 GRAN TIERRA ENERGY INC 209,164.0 $887K 0.00% NEW $4.24
3005 CAR PUT AVIS BUDGET GROUP Industrials 6,900.0 $885K 0.00% NEW $128.32 +46.8%
3006 MATW MATTHEWS INTL CORP Industrials 33,825.0 $884K 0.00% NEW $26.12 +0.9%
3007 PMVP PMV PHARMACEUTICALS INC Healthcare 706,061.0 $883K 0.00% NEW $1.25 -9.6%
3008 FXD FIRST TR EXCHANGE TRADED FD 12,900.0 $882K 0.00% NEW $68.37 +1.0%
3009 IBIO INC 456,333.0 $881K 0.00% NEW $1.93
3010 J P MORGAN EXCHANGE TRADED F 7,100.0 $880K 0.00% NEW $123.95
3011 DSP VIANT TECHNOLOGY INC Technology 73,015.0 $879K 0.00% NEW $12.04 -6.6%
3012 BBP ETFIS SER TR I 11,000.0 $879K 0.00% NEW $79.91 +12.4%
3013 PKOH PARK-OHIO HLDGS CORP Industrials 41,903.0 $877K 0.00% NEW $20.94 +71.9%
3014 VYGR VOYAGER THERAPEUTICS INC Healthcare 222,713.0 $875K 0.00% NEW $3.93 -5.3%
3015 STRW STRAWBERRY FIELDS REIT INC Real Estate 66,770.0 $875K 0.00% NEW $13.10 +1.8%
3016 MSTR STRATEGY INC Technology 5,750.0 $874K 0.00% NEW $151.95 -25.9%
3017 GPRK GEOPARK LTD Energy 117,812.0 $873K 0.00% NEW $7.41 +36.8%
3018 ECG EVERUS CONSTR GROUP Industrials 10,200.0 $873K 0.00% NEW $85.56 +84.3%
3019 CUREVAC N V 193,034.0 $873K 0.00% NEW $4.52
3020 QUARTZSEA ACQUISITION CORP 85,270.0 $872K 0.00% NEW $10.23
Page 151 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%