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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 158 of 203  ·  4,041 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3141 GLW CALL CORNING INC Technology 8,000.0 $700K 0.00% NEW $87.56 +122.6%
3142 AMBA AMBARELLA INC Technology 9,868.0 $699K 0.00% NEW $70.84 -1.2%
3143 REPOSITRAK INC 56,476.0 $699K 0.00% NEW $12.37
3144 AUDC AUDIOCODES LTD Technology 79,757.0 $696K 0.00% NEW $8.73 +4.4%
3145 OUSTER INC 32,119.0 $695K 0.00% NEW $21.64
3146 SMLV SPDR SERIES TRUST 5,300.0 $695K 0.00% NEW $131.13 +16.3%
3147 AAL CALL AMERICAN AIRLS GROUP INC Industrials 45,200.0 $693K 0.00% NEW $15.33 +4.3%
3148 STZ CALL CONSTELLATION BRANDS INC Consumer Defensive 5,000.0 $690K 0.00% NEW $137.96 +2.3%
3149 ITRN ITURAN LOCATION AND CONTROL Technology 16,006.0 $688K 0.00% NEW $43.01 +52.3%
3150 TMP TOMPKINS FINL CORP Financial Services 9,478.0 $687K 0.00% NEW $72.52 +23.1%
3151 ONITY GROUP INC 14,922.0 $683K 0.00% NEW $45.79
3152 DDOG PUT DATADOG INC Technology 5,000.0 $680K 0.00% NEW $135.99 +64.0%
3153 RSPR INVESCO EXCHANGE TRADED FD T 20,200.0 $679K 0.00% NEW $33.63 +7.9%
3154 EOLS EVOLUS INC Healthcare 102,094.0 $679K 0.00% NEW $6.65 -0.3%
3155 UI UBIQUITI INC Technology 1,225.0 $678K 0.00% NEW $553.35 +6.5%
3156 DAVA ENDAVA PLC Technology 107,204.0 $678K 0.00% NEW $6.32 -58.1%
3157 HARVARD BIOSCIENCE INC 1,012,417.0 $677K 0.00% NEW $0.67
3158 RGP RESOURCES CONNECTION INC Industrials 134,310.0 $677K 0.00% NEW $5.04 -16.1%
3159 JBT MAREL CORPORATION 4,455.0 $671K 0.00% NEW $150.67
3160 BE PUT BLOOM ENERGY CORP Industrials 7,700.0 $669K 0.00% NEW $86.89 +278.5%
Page 158 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%