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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 173 of 203  ·  4,041 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3441 PAYSAFE LIMITED 49,128.0 $397K 0.00% NEW $8.09
3442 ED PUT CONSOLIDATED EDISON INC Utilities 4,000.0 $397K 0.00% NEW $99.32 +6.9%
3443 PMTS CPI CARD GROUP INC Financial Services 27,039.0 $397K 0.00% NEW $14.68 +24.0%
3444 BSBR BANCO SANTANDER BRASIL S A Financial Services 64,762.0 $396K 0.00% NEW $6.11 -14.3%
3445 DH DEFINITIVE HEALTHCARE CORP Healthcare 137,824.0 $396K 0.00% NEW $2.87 -72.0%
3446 NET PUT CLOUDFLARE INC Technology 2,000.0 $394K 0.00% NEW $197.15 +13.4%
3447 SYY CALL SYSCO CORP Consumer Defensive 5,300.0 $391K 0.00% NEW $73.69 +6.6%
3448 JBHT PUT HUNT J B TRANS SVCS INC Industrials 2,000.0 $389K 0.00% NEW $194.34 +38.7%
3449 CRDL CARDIOL THERAPEUTICS INC Healthcare 406,935.0 $388K 0.00% NEW $0.95 +10.6%
3450 BKR BAKER HUGHES COMPANY Energy 8,500.0 $387K 0.00% NEW $45.54 +28.8%
3451 MCFT MASTERCRAFT BOAT HLDGS INC Consumer Cyclical 20,374.0 $385K 0.00% NEW $18.91 +23.5%
3452 FNKO FUNKO INC Consumer Cyclical 113,235.0 $385K 0.00% NEW $3.40 +57.5%
3453 DEMZ ADVISORS INNER CIRCLE FD III 9,000.0 $384K 0.00% NEW $42.66 +9.6%
3454 ALLT ALLOT LTD Technology 38,992.0 $383K 0.00% NEW $9.83 -28.6%
3455 MMYT MAKEMYTRIP LIMITED MAURITIUS Consumer Cyclical 4,667.0 $383K 0.00% NEW $82.12 -43.1%
3456 MCRB SERES THERAPEUTICS INC Healthcare 25,749.0 $383K 0.00% NEW $14.88 -56.3%
3457 KKR PUT KKR & CO INC Financial Services 3,000.0 $382K 0.00% NEW $127.48 -24.0%
3458 GRWG GROWGENERATION CORP Consumer Cyclical 254,731.0 $382K 0.00% NEW $1.50 +5.3%
3459 DIGI PWR X INC 149,664.0 $382K 0.00% NEW $2.55
3460 CXDO CREXENDO INC Communication Services 58,806.0 $380K 0.00% NEW $6.47 +7.6%
Page 173 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%