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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 168 of 203  ·  4,041 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3341 ONON ON HLDG AG Consumer Cyclical 10,036.0 $466K 0.00% NEW $46.48 -16.4%
3342 HOFT HOOKER FURNISHINGS CORPORATI Consumer Cyclical 41,311.0 $466K 0.00% NEW $11.29 +39.9%
3343 VICR VICOR CORP Technology 4,252.0 $466K 0.00% NEW $109.60 +202.3%
3344 CGEN COMPUGEN LTD Healthcare 303,943.0 $465K 0.00% NEW $1.53 +31.4%
3345 CCB COASTAL FINL CORP WA Financial Services 4,058.0 $465K 0.00% NEW $114.59 -37.5%
3346 FRMM ETHZILLA CORPORATION Technology 94,876.0 $465K 0.00% NEW $4.90 +3.1%
3347 LYFT CALL LYFT INC Technology 24,000.0 $465K 0.00% NEW $19.37 -26.3%
3348 SPOT CALL SPOTIFY TECHNOLOGY S A Communication Services 800.0 $465K 0.00% NEW $580.71 -19.4%
3349 SCHB SCHWAB STRATEGIC TR 17,700.0 $464K 0.00% NEW $26.23 +10.4%
3350 FHN CALL FIRST HORIZON CORPORATION Financial Services 19,400.0 $464K 0.00% NEW $23.90 +3.8%
3351 GCO GENESCO INC Consumer Cyclical 18,716.0 $464K 0.00% NEW $24.77 +44.0%
3352 SEER SEER INC Healthcare 252,647.0 $462K 0.00% NEW $1.83 -4.9%
3353 ATI PUT ATI INC Industrials 4,000.0 $459K 0.00% NEW $114.76 +75.4%
3354 CIVEO CORP CDA 20,059.0 $459K 0.00% NEW $22.87
3355 WW INTL INC 15,697.0 $459K 0.00% NEW $29.22
3356 GNW GENWORTH FINL INC Financial Services 50,719.0 $458K 0.00% NEW $9.03 -0.9%
3357 PBJ INVESCO EXCHANGE TRADED FD T 10,200.0 $457K 0.00% NEW $44.80 +3.9%
3358 MITT TPG MTG INVTS TR INC Real Estate 53,571.0 $456K 0.00% NEW $8.52 -6.8%
3359 PHI PLDT INC Communication Services 20,925.0 $455K 0.00% NEW $21.74 -19.7%
3360 VLN VALENS SEMICONDUCTOR LTD Technology 319,958.0 $454K 0.00% NEW $1.42 +71.8%
Page 168 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%