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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 169 of 203  ·  4,041 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3361 MSB MESABI TR Financial Services 11,789.0 $454K 0.00% NEW $38.52 -35.7%
3362 WCBR WISDOMTREE TR 16,300.0 $454K 0.00% NEW $27.85 +15.6%
3363 PZZA PAPA JOHNS INTL INC Consumer Cyclical 11,785.0 $454K 0.00% NEW $38.49 -5.2%
3364 AA ALCOA CORP Basic Materials 8,500.0 $452K 0.00% NEW $53.14 +11.7%
3365 DSX DIANA SHIPPING INC Industrials 271,897.0 $451K 0.00% NEW $1.66 +26.5%
3366 LOVE LOVESAC COMPANY Consumer Cyclical 30,533.0 $450K 0.00% NEW $14.75 -1.9%
3367 CARR CALL CARRIER GLOBAL CORPORATION Industrials 8,500.0 $449K 0.00% NEW $52.84 +35.9%
3368 SAMG SILVERCREST ASSET MGMT GROUP Financial Services 29,553.0 $449K 0.00% NEW $15.19 -28.8%
3369 AIRO AIRO GROUP HLDGS INC Industrials 54,755.0 $448K 0.00% NEW $8.18 -2.3%
3370 COGT COGENT BIOSCIENCES INC Healthcare 12,600.0 $448K 0.00% NEW $35.52 -2.8%
3371 JEPQ J P MORGAN EXCHANGE TRADED F 7,700.0 $448K 0.00% NEW $58.12 +5.5%
3372 SRG SERITAGE GROWTH PPTYS Real Estate 137,664.0 $447K 0.00% NEW $3.25 -18.2%
3373 LWLG LIGHTWAVE LOGIC INC Basic Materials 138,050.0 $447K 0.00% NEW $3.24 +201.9%
3374 SFM CALL SPROUTS FMRS MKT INC Consumer Defensive 5,600.0 $446K 0.00% NEW $79.67 +1.0%
3375 SFM PUT SPROUTS FMRS MKT INC Consumer Defensive 5,600.0 $446K 0.00% NEW $79.67 +1.0%
3376 LYFT PUT LYFT INC Technology 23,000.0 $446K 0.00% NEW $19.37 -26.3%
3377 AR PUT ANTERO RESOURCES CORP Energy 12,900.0 $445K 0.00% NEW $34.46 -3.6%
3378 RIO RIO TINTO PLC Basic Materials 5,553.0 $444K 0.00% NEW $80.03 +25.1%
3379 BITCOIN DEPOT INC 344,266.0 $444K 0.00% NEW $1.29
3380 LINEAGE CELL THERAPEUTICS IN 265,585.0 $444K 0.00% NEW $1.67
Page 169 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%