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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 165 of 203  ·  4,041 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3281 NXT PUT NEXTPOWER INC Technology 6,000.0 $523K 0.00% NEW $87.11 +44.5%
3282 ZLAB ZAI LAB LTD Healthcare 29,523.0 $521K 0.00% NEW $17.64 +1.4%
3283 STANDARDAERO INC 18,100.0 $519K 0.00% NEW $28.68
3284 EVX VANECK ETF TRUST 13,500.0 $516K 0.00% NEW $38.23 +4.4%
3285 PRTH PRIORITY TECHNOLOGY HLDGS IN Technology 94,487.0 $515K 0.00% NEW $5.45 +31.6%
3286 OKE CALL ONEOK INC NEW Energy 7,000.0 $514K 0.00% NEW $73.50 +15.7%
3287 FXNC FIRST NATL CORP Financial Services 20,356.0 $514K 0.00% NEW $25.24 +16.3%
3288 LRCX CALL LAM RESEARCH CORP Technology 3,000.0 $514K 0.00% NEW $171.18 +127.3%
3289 MSM MSC INDL DIRECT INC Industrials 6,078.0 $511K 0.00% NEW $84.10 +40.9%
3290 EQAL INVESCO EXCH TRADED FD TR II 9,700.0 $511K 0.00% NEW $52.64 +11.1%
3291 MTG MGIC INVT CORP WIS Financial Services 17,462.0 $510K 0.00% NEW $29.22 -10.8%
3292 VEL VELOCITY FINL INC Financial Services 24,544.0 $510K 0.00% NEW $20.76 -15.5%
3293 FORTRESS BIOTECH INC 139,151.0 $509K 0.00% NEW $3.66
3294 USAU U S GOLD CORP Basic Materials 26,210.0 $509K 0.00% NEW $19.41 -18.3%
3295 CALL BUNGE GLOBAL SA 5,700.0 $508K 0.00% NEW $89.08
3296 TRDA ENTRADA THERAPEUTICS INC Healthcare 49,302.0 $507K 0.00% NEW $10.28 -31.0%
3297 KHC CALL KRAFT HEINZ CO Consumer Defensive 20,800.0 $504K 0.00% NEW $24.25 -5.9%
3298 EQ EQUILLIUM INC Healthcare 324,610.0 $503K 0.00% NEW $1.55 +96.8%
3299 SKEENA RES LTD NEW 21,200.0 $503K 0.00% NEW $23.73
3300 CBOE CALL CBOE GLOBAL MKTS INC Financial Services 2,000.0 $502K 0.00% NEW $251.00 -0.8%
Page 165 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%