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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 167 of 203  ·  4,041 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3321 LMT CALL LOCKHEED MARTIN CORP Industrials 1,000.0 $484K 0.00% NEW $483.67 +5.6%
3322 LMT PUT LOCKHEED MARTIN CORP Industrials 1,000.0 $484K 0.00% NEW $483.67 +5.6%
3323 EMBC EMBECTA CORP Healthcare 40,700.0 $484K 0.00% NEW $11.88 -73.8%
3324 FSP FRANKLIN STR PPTYS CORP Real Estate 510,771.0 $483K 0.00% NEW $0.95 -38.5%
3325 WMB PUT WILLIAMS COS INC Energy 8,000.0 $481K 0.00% NEW $60.11 +18.5%
3326 LYEL LYELL IMMUNOPHARMA INC Healthcare 15,616.0 $481K 0.00% NEW $30.78 -58.6%
3327 FHN PUT FIRST HORIZON CORPORATION Financial Services 20,100.0 $480K 0.00% NEW $23.90 +3.8%
3328 TCMD TACTILE SYS TECHNOLOGY INC Healthcare 16,520.0 $479K 0.00% NEW $29.00 -8.2%
3329 UROY URANIUM RTY CORP Energy 135,269.0 $479K 0.00% NEW $3.54 -16.7%
3330 IHRT IHEARTMEDIA INC Communication Services 114,922.0 $478K 0.00% NEW $4.16 -13.7%
3331 CARE CARTER BANKSHARES INC Financial Services 24,310.0 $478K 0.00% NEW $19.66 +57.5%
3332 OWLET INC 29,486.0 $477K 0.00% NEW $16.19
3333 WING PUT WINGSTOP INC Consumer Cyclical 2,000.0 $477K 0.00% NEW $238.49 -37.1%
3334 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 10,422.0 $475K 0.00% NEW $45.57 +39.1%
3335 TEVA CALL TEVA PHARMACEUTICAL INDS LTD Healthcare 15,200.0 $474K 0.00% NEW $31.21 +0.9%
3336 IDR IDAHO STRATEGIC RESOURCES Basic Materials 11,677.0 $471K 0.00% NEW $40.30 -12.1%
3337 CARR PUT CARRIER GLOBAL CORPORATION Industrials 8,900.0 $470K 0.00% NEW $52.84 +35.9%
3338 GGAL CALL GRUPO FINANCIERO GALICIA S.A Financial Services 8,700.0 $469K 0.00% NEW $53.94 +4.5%
3339 IFRA ISHARES TR 8,900.0 $468K 0.00% NEW $52.62 +17.8%
3340 HPQ PUT HP INC Technology 21,000.0 $468K 0.00% NEW $22.28 +5.5%
Page 167 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%